Ideas and points of view
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- #AugmentedAgent
- #ClientRelationship
- #CustomerPerformance
- #InsurancePerformance
- #SmarterAdvice
#AugmentedAgent
#ClientRelationship
#SmarterAdvice
Your team spends up to 25% of their time digging for information they’ve already collected.
One client walks in asking for a vehicle insurance certificate. Another calls to add a young driver on his insurance contract. A third wants to review their income protection.
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#CustomerPerformance
#InsurancePerformance
It’s not your expertise that’s holding you back — it’s your tools.
That’s the pace of your day: Client meetings. Policy updates. Urgent requests. New offers to roll out. The rhythm is fast. The conversations—with clients and prospects alike—are valuable.
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#ClientRelationship
Serving a client goes far beyond policy management.
It’s about getting the full picture—what’s going on in their life, what they’re worried about, and where they’re headed. It’s about asking the right questions and giving answers that are clear, responsible, and made to fit.
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#InsurancePerformance
Dear insurance intermediaries — everything starts with you.
In a local agency, every day is a careful balance of listening, discipline, and responsiveness. A water damage claim, an update to a disability policy, a new company guideline, a follow-up quote, a call to a lead…
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