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Personal Touch

Agents can use new technology to strengthen old relationships

By Rick Gilman, APR, CMP | Updated on September 30, 2012
I recently visited my parents who live in the North Shore area of Boston. They are elderly and have had trouble running errands. While we were together, I drove them to take care of outstanding things—doctor’s visits, grocery shopping and setting up community support through the local Council on Aging.

We made one stop to my parents’ insurance agent’s office. My parents had never set up automatic withdrawal and as they don’t have a computer for paying online, a visit to the office was in order to pay a premium. 

I love visiting insurance agents’ offices. It’s not something I do on a regular basis. Even though I serve as executive director of the Personal Lines Growth Alliance, whose members are independent agents, I usually connect with members and other agents over the phone, at conferences, through email and via social media. These are all great communication mediums, but there is nothing like visiting with an agent on his or her own turf.

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