Not long ago, insurance agency marketing followed a familiar formula. Optimize your website for Google. Run a few paid ads. Wait for the phone to ring. Today, that formula is quietly breaking. AI-powered search tools, voice assistants, and zero-click search results are reshaping how consumers find insurance agencies and decide who to trust. For agency […]
What if your agency could predict client needs before they even picked up the phone? That’s not some far-off fantasy—it’s the power of business intelligence (BI) at work. In an increasingly competitive insurance landscape, BI isn’t just a luxury—it’s a game-changer. Whether you’re a small independent agency or a growing multi-location firm, leveraging BI can […]
Owners of small businesses, including independent insurance agencies, oftentimes are so focused on growth efforts that they may be lacking in sound employment practices. Many agencies may only have one to a small handful of employees. They may not see the need for developing such policies and procedures. However, any business with at least one […]
Independent insurance agencies have access to a large amount of sensitive data that their customers trust them to secure. One of the ways that agencies can do that is with a password management program. Management Programs Password management is becoming more and more complicated for independent agencies. Many agencies have dozens of passwords they have […]
As independent agencies evolve to become more efficient in helping clients through the insurance buying process, commercial comparative raters are becoming an increasingly essential part of an agency’s technology plan. The ability to streamline the commercial digital distribution process poses both an opportunity for independent agencies who embrace this technology, and a threat to those […]
Recently during the 2021 Annual Meeting, Jack Hertvik referenced studies indicating that highly digitalized agencies are growing significantly faster (one study showing +60%) than their competition. Many agencies are embracing new technology for growth at a rapid pace and the gaps between those that do versus those that do not are increasing significantly. Most agencies […]
