Agent for the Future

Video Resources

Approximately 71% of customers expect personalized interactions and communications from businesses they work with. The result is higher retention and more referrals. But how do you do it with limited time and resources at your agency?

Get ready to learn how to strengthen your customer relationships, improve retention and deliver a more productive renewal experience using automation.

Agent for the Future Advisor Stacie Cooper talks with:

• Jacquelyn Zampella, vice president of new business and risk architect for the EA Boniakowski Agency
• Matt Smith with ClientCircle, an insurance communications platform

They’ll share how automated software and technology can help personalize and streamline your customer communications to build long-lasting relationships.

Agent for the Future Advisor Dale Steinke shares insights on what you should consider when creating a disaster plan for your business.

Connect with Dale or watch more videos below.

Agent for the Future Advisor Stacie Cooper shares five best practices to help you get the most out of your agency website.

Connect with Stacie or check out more videos below.

Looking for a new website? Here are some common vendors that work with independent agents.

• Advisor Evolved
• Agency Revolution
• Alicor Solutions
• Avelient
• Banyan Theory
• BrightFire
• EZLynx
• Insurance Splash
• Tosten Marketing
• Webtricity
• Zywave

Agent for the Future Advisor Manny Barbosa shares some quick tips to help you get more engagement from your social media efforts.

Connect with Manny or check out more videos below.