August 16, 2022

Any insurance agent understands that loyal customers make for a long and fruitful career. So, the challenge becomes finding ways to differentiate your agency from the competition. Shoppers can look to a few channels to meet their needs, including online and direct-to-consumer options, and that means you’ll need to distance yourself from the pack.

Here are five tips geared toward boosting engagement with your clientele.

Independent insurance agents spend much of their time (approximately 60%) working on administrative tasks and processes. While these tasks are important, they also take time away from what matters – serving clients, following up on business opportunities, and closing sales.

Learning how to manage your time and streamline your business will help you take things to the next level. This is one of the most important keys to an insurance agent’s success.