Assessment Results

You Are Growing into Digital Innovations

Modernizations-Innovations 1

You’re ready to take your agency’s digital capabilities to the next level.

Your agency is far along in your journey of implementing digital technologies. You’re likely using many different channels to communicate with customers and reach out to prospects. You’ve probably implemented tech tools that save your staff time and simplify internal processes.

Next, it’s time to expand and optimize some of your existing technology and put tools in place to help you make data-driven decisions.

To help you strategically implement more digital tools, we pulled together some curated content on three tools that can help your agency get to the next level. Click through the buttons below to learn about each digital capability.

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Digital capabilities for you to explore

Live online chat

Live online chat can help you capture more leads and drive sales. Learn more about chatting with your customers in real-time.
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Paid social ads

Paid social ads can help you reach a wider audience and drive brand awareness. Learn more about social media advertising.
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Marketing analytics

Marketing analytics can help you make data-driven decisions about how to best reach clients and prospects.
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Explore more of the capabilities in our digital framework by clicking through the graphic below, or click the “next” button at the bottom of the page to learn about the first capability for your agency.

Apply for a 2020 Agent for the Future™ Award

The insurance industry will continue to be a business built on relationships.

We still live in a human-to-human world, so technology is never going to completely replace agents. But if the advancements in insurance technology can accelerate connections and help us better serve our customers, then they are a win for all of us.

Jeff Roy
CEO of Excalibur Insurance Group
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