Assessment Results

You Are Moving into Digital Modernizations

Modernizations 1

You’re ready to enhance your agency’s digital capabilities and use digital more strategically.

Your agency has a solid foundation of digital capabilities. You’ve likely built up your online presence with a good website, social media and online reviews. Perhaps you’re working on reaching a wider audience with digital marketing efforts.

So, how do you continue building on your existing tools to simplify service, drive more leads and build strong relationships with your clients?

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


Search engine optimization (SEO) can help people find your website via organic search. Learn more about SEO.
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Video calls

Video calls can help you personally connect with clients remotely. Learn more about using video calls with clients and prospects.
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Agency self-service portal

A self-service portal makes it easy for clients to do simple service tasks on their own time. Learn more about self-service.
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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.

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Agent investments in digital should be around driving growth and improving their own productivity.

Tools such as a good agency management system, a search-engine-optimized website and self-service tools can increase efficiency and drive qualified leads.

By streamlining internal operations, digital tools free up valuable time that agents can use for prospecting and proactively building strong relationships with clients.

Emily Fink
Chief Digital Officer, Liberty Mutual Insurance