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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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Data Analytics and Retention for Insurance Agents

American Agents Alliance

Data-driven decision making can help improve retention rates by helping agents understand policyholder behavior and make adjustments proactively, before customers shop for other options. How to Use Data Analytics to Keep Policyholders Engaged Retaining a policyholder long-term leads to recurring revenue and an ongoing referral source.

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Create a Useful Professional Development Plan For Agents and Brokers

American Agents Alliance

In a dynamic industry like insurance, agents and brokers must keep up with changes while learning new skills and staying informed on current regulations. Learn more about how agents and brokers can create and utilize a useful professional development plan then create your own. Some seminars will include CE credit.

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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. Even in our digital world, insurance is still a people business built on relationships.

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Women’s Financial Empowerment — The Opportunities for Insurance Agents

American Agents Alliance

Womens financial empowerment is central to the insurance industry, as their influence is felt across business, investments, and household financial decisions. For agents and brokers, this is a significant opportunity to grow their business while better serving an evolving market. Join the American Agents Alliance today!

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Ways to Manage Social Media E&O Risks For Agents and Brokers

American Agents Alliance

Social media has become a powerful marketing tool for many industries, including insurance. Agents, brokers, carriers, vendors, and others across the insurance ecosystem regularly share content, advertise, and engage with customers on various social media platforms. Confidentiality issues. Communication challenges.

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Prepare for the Unexpected — How to Help Policyholders With Disaster Planning

American Agents Alliance

This is a role insurance agents often play — and disaster planning is always more effective when it is proactive. Learn more about how to help policyholders prepare for the unexpected with helpful tips. Provide a checklist so your policyholders can easily keep track of personal property.