Implementing technology like a self-service portal can take these transactional tasks off the agent's plate, and automated client communications can help agents reach clients with the right information at the right time. (elenabsl/Shutterstock.com)
Insurance agents have long known that the key to long-term, sustained success is to serve as a trusted risk advisor to clients. Providing risk advising is how agents build stronger client relationships, which in turn increases loyalty, retention and referrals. And we all know the data: It's more efficient and cost-effective to retain clients than to gain new business.
Want to continue reading?
Become a Free PropertyCasualty360 Digital Reader
Your access to unlimited PropertyCasualty360 content isn’t changing.
Once you are an ALM digital member, you’ll receive:
- Breaking insurance news and analysis, on-site and via our newsletters and custom alerts
- Weekly Insurance Speak podcast featuring exclusive interviews with industry leaders
- Educational webcasts, white papers, and ebooks from industry thought leaders
- Critical converage of the employee benefits and financial advisory markets on our other ALM sites, BenefitsPRO and ThinkAdvisor
Already have an account? Sign In Now
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
