Imagine an insurance agent sitting across the table from a client. The client asks for an insurance quote tailored to their specific needs – maybe a combination of life, health, and investment ...

Only a few years ago, with the onset of the COVID-19 pandemic, many in the life and annuity insurance industry believed that the direct-to-consumer channel would be a salvation — and that agents would ...

An insurance customer relationship management (CRM) software is a solution that helps insurance agencies, providers, or brokers manage all business tasks while maintaining high customer service. From ...

“The Independent Insurance Agent’s Guide to Branding and Growth” offers strategies for agencies looking to build stronger brands and attract more clients. You don’t need a marketing degree to build a ...