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The Ethics of Cross-Selling for Insurance Agents and Brokers

American Agents Alliance

Cross-selling is an important tool for independent insurance agents and brokers, but it must be done ethically. Policyholders benefit from their agents expertise and knowledge when cross-selling is done well. Learn more about the ethics of cross-selling and how to use it to help policyholders in this blog.

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Best Practices for Digital Claims Management for Agents and Brokers

American Agents Alliance

Agents and brokers play important roles in the digital claims management process, from educating policyholders on loss mitigation to helping insureds file claims and work with their insurers. Knowing how to help these policyholders throughout their claim can be a helpful service agents can offer their insureds.

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The Intersection of E&O and Policyholder Relationships

American Agents Alliance

Establishing strong, trusting policyholder relationships drives long-term success for many agents and brokers. Agents and brokers must balance the risk of E&O and policyholder relationships to succeed. Agents and brokers must balance the risk of E&O and policyholder relationships to succeed.

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How to Gain a Performance Multiplier – 5 Criteria for Success

Zywave

Insurers, agents and brokers are grappling with rapidly evolving risks that are becoming increasingly complex. Insurance and broker executives face a critical strategic question: how can they continuously calibrate their business to compete amidst growing uncertainty, new risks, and structural economic changes?

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Leveraging Social Media to Increase Policyholder Retention and Engagement

American Agents Alliance

Insurance agents and brokers can also follow this strategy to connect with policyholders. Learn ways to engage with customers and increase policyholder retention by leveraging social media. Policyholders want to work with an agent who understands their needs and educates them on insurance solutions.

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2025 Insurance Trends, Risks, and Opportunities for Agents and Brokers

American Agents Alliance

Driven by rapid advancements in technology, shifting risks, and increasing policyholder expectations, the industry will likely have different products and services by the time 2025 draws to a close. Innovative digital tools can streamline underwriting while improving efficiency for insurers and agents.

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Top Skills to Look for When Hiring Insurance Support Staff

Word & Brown

Accuracy and attention to detail: When dealing with policyholder information, policy details, claims, and other important information, accuracy matters. Is your candidate focused on building a long-lasting relationship with customers? Insurance support staff must have strong time and project management skills, too.