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As the pandemic continues to fuel the adoption rate of digital technologies throughout the independent insurance agency channel, principals are seeking to strike the right balance of meeting the on-demand needs of their clients, while retaining the human touch that differentiates them from direct channels. Many agencies are finding success in adopting systems that allow clients to self-service 24/7, freeing staff to dedicate time to client education and advisory-based sales.
In this issue:
- Does Your Agency Have a Client Portal?
- Reimagining Insurance Referrals
- Cyber Security is Critical to Business Continuity