Can Technology Impact Your Agency’s Value?
Is agency tech worth the investment? Learn how the right technology can boost your insurance agency's value and improve customer experience.
6 months ago
technology
ReFocus AI is developing cutting-edge technology to power the next-generation of sales professionals.
Will Artificial Intelligence “Replace” the Independent Agent?
Independent Agent & AI: Friend or Foe? AI won't replace agents, but those who use it will thrive. Learn how AI can streamline tasks & boost client service.
7 months ago
Optimizing Your Advantage: What Should Your Insurance Agency's Tech Spend Be?
Confused about your insurance agency's tech budget? Learn how to invest strategically, measure ROI & leverage AI for growth. Click to unlock your agency's potential.
7 months ago
Making Tech Pay: Measuring ROI on Your Insurance Agency's Tech Stack
Measure true ROI on your insurance agency's tech stack. Learn how to set SMART goals, choose KPIs & track results for a data-driven approach to technology investment.
9 months ago
Making Your Agency’s Data Work for You
Leverage client data to grow your insurance agency. Segment clients for targeted marketing, identify cross-selling opportunities, and predict renewal cancellations.
10 months ago
Streamline and Delight: Developing a Tech-Powered Renewal Process for Your Insurance Agency
Improve insurance agency client retention with a tech-powered renewal process. Automate tasks, personalize communication and offer self-service options to streamline renewals and boost customer satisfaction.
10 months ago
The Policy Period: When Should You Reach Out?
Learn how to contact clients during policy periods to boost retention & prevent churn. Discover the best outreach frequency & communication methods for insurance agents.
10 months ago
Score Big with Retention: Measuring Your Insurance Agency's "Real" Success
Boost your insurance agency's retention like a winning baseball team! Learn 3 ways to measure "real retention" and strategies to keep clients happy and loyal.
a year ago
Developing Niches and Specialties from Your Current Book of Business
This article guides new and growing insurance agents on identifying and developing a niche within their existing clientele. It explores strategies like analyzing current client trends, exploring developing industries, and leveraging unique market access.
a year ago