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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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Best Practices for Digital Claims Management for Agents and Brokers

American Agents Alliance

Agents and brokers play important roles in the digital claims management process, from educating policyholders on loss mitigation to helping insureds file claims and work with their insurers. Knowing how to help these policyholders throughout their claim can be a helpful service agents can offer their insureds.

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The Intersection of E&O and Policyholder Relationships

American Agents Alliance

Establishing strong, trusting policyholder relationships drives long-term success for many agents and brokers. Agents and brokers must balance the risk of E&O and policyholder relationships to succeed. Agents and brokers must balance the risk of E&O and policyholder relationships to succeed.

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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. Policyholders want to work with an agent who understands their needs and educates them on insurance solutions.

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2025 Insurance Trends, Risks, and Opportunities for Agents and Brokers

American Agents Alliance

Driven by rapid advancements in technology, shifting risks, and increasing policyholder expectations, the industry will likely have different products and services by the time 2025 draws to a close. Innovative digital tools can streamline underwriting while improving efficiency for insurers and agents.

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How to Not Suck at Being an Insurance Agent

Redbird Agents

If selling insurance was so easy, then why is it that roughly 10 percent of the independent insurance agents generate the vast majority of the sales? Are all independent agents good salespeople? Why Do Insurance Agents Fail? It’s a common misconception that becoming an insurance agent is an easy path to success.

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Building Bridges — A Guide to Strengthening Carrier Relationships For Agents

American Agents Alliance

Developing and maintaining strong, trusting carrier relationships is essential for an independent agent or broker. Collaborative partnerships with carriers improve service for policyholders, enhance an agency’s growth potential, and provide learning opportunities for agents.