Client needs are constantly evolving, and as life events like marriage and children introduce new risks, their insurance policies need to keep pace. In a busy insurance agency, it is easy to lose sight of the comprehensive client journey amid regular client touchpoints like policy changes, deletions, additions and other transactions that are important to personal lines. Business intelligence (BI) through data capture can help fill this information gap and improve the personal lines process by providing agents with an extensive snapshot of who a client is and the risks they face.
Many agents already have access to these high-level insights through tools like agency management systems (AMS) and customer relationship management (CRM) systems. An AMS, when used jointly with CRMs and other BI tools, can help bypass previous hurdles for compiling and combing through data, allowing agents to make the experience of writing personal lines more efficient for the agent and client.
Read the full article, written by David Meinen, Chief Information Officer at SIAA, published June 13th, 2025, in The Standard. Reprinted with permission from The Standard, Copyright 2025, Standard Publishing Corporation, Boston, MA. All rights reserved.