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Sales and service

There is a growing adoption of artificial intelligence technologies among insurance agents. Research from Liberty Mutual Insurance found that the use of AI in independent agencies is growing, with more than …

Let’s be honest. The online world can feel like a lot, especially when you’re trying to run a business and serve clients at the same time. But here’s the thing: if people can’t find you online, they may never become your client in the first place. Whether you’re just starting…

By 2025, 80% of business-to-business sales interactions will occur in digital channels, according to the Gartner report, The Future of Sales in 2025. Small commercial clients are no exception to this. They are increasingly shopping online for insurance and expecting streamlined digital experiences to complement the expertise…

Congratulations! You’ve sold a policy and earned a new client. Now comes a crucial point in the relationship. This is the time to formally introduce your agency and begin building the trust that leads to lifetime loyalty and retention. A proven way to do that is with a…

According to recent Liberty Mutual research, agencies that prioritize adopting digital capabilities grow 70% faster than other agencies – and those capabilities include everything from fundamentals like e-signatures and social media to more advanced tools like paid social ads and chatbots. Looking for digital tactics that can…

As more and more customers rely on online reviews, social media recommendations, and personalized ads, it’s increasingly important to manage your online presence and reputation. Your efforts will determine much of the success and growth of your insurance agency now and in the future. See what steps you can take…

I started in the insurance industry right out of high school, and here I am 52 years later – an agent, risk consultant and overall insurance maven at L. Calvin Jones in Ohio. The last thing I ever thought I’d do was add “cyber diva” to my list of roles.

Nearly six in 10 Americans have been victims of cyber or digital crime, according to the Norton 2022 Cyber Safety Insights Report. It’s the most common type of crime someone can experience, and while a majority of Americans recognize the risks they face online—nearly 80% acknowledge they need more…