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The Untapped Goldmine: Why Experienced Life Insurance Agents Must Leverage Client Referrals

Final Expense Brokerage

July 24, 2025 3:49:11 PM Contact Us Share: In today’s highly competitive life insurance market, agents are constantly looking for ways to improve efficiency, lower acquisition costs, and increase retention. Yet one of the most powerful and cost-effective strategies continues to be overlooked: referrals from current policyholders.

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How Insurance Automation Is Changing the Agent–Policyholder Relationship

American Agents Alliance

Insurance automation, AI-enabled tools, and new technology are changing the ways that agents interact with policyholders. And as automation becomes integrated into more stages of the insurance lifecycle, it is reshaping how agents and carriers communicate with each other and with policyholders.

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After the Renewal — Five Renewal Service Tips For Existing Policyholders

American Agents Alliance

The busy July renewal season has recently ended, and for many P&C agents, this time of year can be like running a marathon. But it is often the time after renewal that matters more to the long-term policyholder relationship and retention of the account. Send a brief coverage summary to policyholders after renewal.

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Why Most Insurance Agencies Fail Policyholders: Christopher Boggs Exposes the “Half-Donkeyed” Truth

Property Insurance Coverage Law

It is a wake-up … The post Why Most Insurance Agencies Fail Policyholders: Christopher Boggs Exposes the Half-Donkeyed Truth appeared first on Property Insurance Coverage Law Blog.

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Why Most Insurance Agencies Fail Policyholders: Christopher Boggs Exposes the “Half-Donkeyed” Truth

Property Insurance Coverage Law

It is a wake-up … The post Why Most Insurance Agencies Fail Policyholders: Christopher Boggs Exposes the Half-Donkeyed Truth appeared first on Property Insurance Coverage Law Blog.

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How Agents Can Offer Risk Management Solutions That Save Clients Money

American Agents Alliance

Agents can differentiate themselves and add value to their services by helping policyholders proactively manage risk, not just insure it. Risk management solutions can help lower a policyholders total cost of risk and increase retention. When risks are managed well, policyholders can save money on premiums.

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What is an Insurance Underwriter?

Central Insurance

Theyre trusted advisors who collaborate with agents and policyholders to design thoughtful, customized protection. At Central, our underwriters are more than evaluators of risk. Learn how our expert team delivers the Central Difference through personalized service, deep industry knowledge, and a commitment to peace of mind.