Latest Agent Resources

Building a Customer Experience Strategy for Your Insurance Agency
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  The rise of technology has created a more competitive environment for insurance agencies. Customers can quickly and easily find another agency if their current one does not serve their needs. However, companies can also harness technology to help themselves … Read More

Why retention is so important for insurance agents
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  In today’s competitive insurance market, customer retention is a critical aspect of maintaining your business. Considering that insurance has the highest customer acquisition costs of any industry, keeping your clients happy and loyal is a solid strategy for maintaining … Read More

[Infographic] 4 key steps to creating successful email campaigns
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  Create successful email campaigns With an average return of investment (ROI) of 28.5%, email marketing can deliver returns of $44 for every $1 spent. However, it’s essential to have a well-thought-out strategy that conveys your message clearly and drives customer engagement. … Read More

[Guide] Customer journey for agents
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Understand your customer journey By mapping out each part of your customers’ interactions with you and your insurance agency, you can increase engagement and improve the customer experience. Download our free Guide to help you create your own customer journeys! … Read More

[Infographic] 6 main benefits for proactive renewals
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  Customers expect personalization! Most agents spend a lot of time on lead generation to grow their insurance agencies. Retaining customers with an efficient process is just as critical for growth, though. Check out our free infographic with six main … Read More

Why Insurance Agents Need to Be Proactive Upon Renewals
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  Most insurance agencies want to grow their business but fail to focus on one of the most critical aspects: renewals. Phone calls, emails, re-writes, and more to bring in new customers.  But what are you doing about your current … Read More