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April 2021 | Ease of doing business – meeting customers where they are – remains a critical factor in delivering a high-quality customer experience. As agents continue to adopt digital technologies to provide clients with options to communicate, many independent agencies are not equipped to handle client service needs at the levels expected by today’s consumers. The recent 2020 Agency Universe Study reports that handling personal lines clients’ calls and service requests is a top area of need for 23% of smaller independent agencies.

In this issue:

  • Understanding Service Centers and How to Effectively Use Them
  • Developing a Culture of Mentorship in Your Insurance Agency
  • Developing a Social Media Strategy for Your Insurance Agency

…and more!

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