What’s your agency’s next step toward digital transformation?
Drawn from the findings in our latest research report, Rise of the Digital Insurance Agency, this interactive framework explores 15 digital capabilities that can help your agency grow and help you become an Agent for the Future.
Take the three-minute assessment to learn where your agency stands with digital and get customized suggestions for how to strategically implement new tools and tactics.
Explore our framework for growth through digital adoption
Which digital capabilities most interest you? Click through the icons on the infographic below to explore the capabilities and access curated content to help you implement and optimize digital tools.
Or keep reading below to learn more about how our research informed the framework.
Fundamentals
Modernizations
Innovations
Fundamentals
Modernizations
Innovations
Consumer expectations around digital are evolving
Agencies that adopt more digital tools grow faster than those that don’t
In fact, in 2022, high digital adoption agencies grew revenue 70% faster than low digital adopters. Our research report, Rise of the Digital Insurance Agency, analyzed more than 20 digital capabilities and focused on 15 that are commonly used among insurance agents.
Digital tools used by high vs. low digital adopters
Where are you in your journey to digital transformation?
We took the 15 capabilities above and created a framework to help agencies strategically move forward in their digital transformation journey. The tools build on each other, forming a hierarchy of digital capabilities ranging from fundamentals to modernizations to innovations.
Fundamentals
Fundamentals are easy to implement and have been widely adopted across the independent agent channel – by both high and low adopters. These include tools such as email, e-signature and texting, which have become table stakes for doing business.
Modernizations
Modernizations are slightly more advanced and may require more time and money to implement. These tools allow agencies to reach a wider audience of prospects and communicate with their customers in more personalized ways. In the modernizations section, there is a growing gap between high and low adopters.
Innovations
Innovations include the most complex, high-investment tools. Many of these tools build off other digital capabilities and may require some expertise to implement. For example, to effectively use paid social platform ads, an agency would need to have a strong social media presence and the tools to know how to create and target advertisements on each social channel. The tools in this category represent the most significant room for growth in the independent agent channel.