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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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How to Gain a Performance Multiplier – 5 Criteria for Success

Zywave

The insurance industry is undergoing a fundamental transformation. Insurers, agents and brokers are grappling with rapidly evolving risks that are becoming increasingly complex. Both insurers and brokers are grappling with a common set of escalating problems. Todays models are built for a bygone era.

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Create a Useful Professional Development Plan For Agents and Brokers

American Agents Alliance

In a dynamic industry like insurance, agents and brokers must keep up with changes while learning new skills and staying informed on current regulations. Learn more about how agents and brokers can create and utilize a useful professional development plan then create your own. Some seminars will include CE credit.

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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. Even in our digital world, insurance is still a people business built on relationships.

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Data Analytics and Retention for Insurance Agents

American Agents Alliance

Data-driven decision making can help improve retention rates by helping agents understand policyholder behavior and make adjustments proactively, before customers shop for other options. How to Use Data Analytics to Keep Policyholders Engaged Retaining a policyholder long-term leads to recurring revenue and an ongoing referral source.

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Women’s Financial Empowerment — The Opportunities for Insurance Agents

American Agents Alliance

Womens financial empowerment is central to the insurance industry, as their influence is felt across business, investments, and household financial decisions. For agents and brokers, this is a significant opportunity to grow their business while better serving an evolving market. Join the American Agents Alliance today!

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Top Skills to Look for When Hiring Insurance Support Staff

Word & Brown

Insurance support staff must have strong time and project management skills, too. Accuracy and attention to detail: When dealing with policyholder information, policy details, claims, and other important information, accuracy matters. That will ensure greater efficiency and lead to increased customer satisfaction.