Is Your Independent Insurance Agency Ready For the Future?

Is Your Independent Insurance Agency Ready For the Future?

Agency owners need always to be looking at the big picture and be ready for anything. One way to prepare your independent insurance agency for the future is to embrace technology and strengthen client relationships.  

A successful insurance agency needs to toe the fine line between being solid, dependable, and adaptable to industry, market, and cultural changes. Technology makes it easier to stay ahead of the game and keep your business relevant. By embracing technology, you will improve efficiency and remain competitive. 

Technology makes lives easier for clients, as well, allowing you to more quickly scour carrier for the best policies, providing multiple options for clients and a quicker response time. Modernizing your office with technology builds greater trust and strengthens client relationships.

Technology For Insurance Agency Owner

We recommend looking in two places for technology to improve efficiency and services:Modern notebook computer with future technology media symbols

  • Carrier Technology
  • Online Tools for Clients
  • AAI Proprietary Dashboard

Carriers have invested in technology to make their products accessible to search and understand. Finding policies and getting fast quotes for clients is an essential service that clients expect. Familiarize yourself with the various portals and tools offered by the carriers; chances are clients may have already tried these portals before they reached out to an agent.

Online Tools for Clients

Understanding what tools your clients have tried is part of understanding their buyer journey and their circumstances. The better you know your clients, the more you’ll be able to personalize your service and keep the relationships strong. 

There is a lot of technology available online for clients to research and get information about policies and pricing. However, they need you to make sense of it all so you have to be familiar with these tools and services to make yourself invaluable to the process of buying insurance.

AAI Proprietary Dashboard

sales-forecast-on-digital-tablet-M9KAAZEAAI-affiliated agency owners have access to our proprietary dashboard. We’ve developed this tool to prepare your agency for the future and help you stay one step ahead of the game. 

Like many carrier portals, our proprietary dashboard makes it easier for you to identify prospects, quote policies, and keep your agency future-ready. 

Independent agency owners need to provide clients with the best of both worlds—the ease and speed of technology and the personal care and service provided by a live insurance agent. 

Reviews and Referrals

Cultivating strong client relationships should lead to new referrals and word of mouth. However, don’t just sit back and hope that your clients take the time to give you feedback, write an online review, or refer you to their network. Actively seek referrals and feedback through your social media communities and email contacts. 

Start a Successful Independent Insurance Agency

Join AAI and start your successful independent agency and grow your agency bigger, faster, more efficiently.