12 Must-Have Tech Tools for Successful Independent Agents

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As an independent agent, you have a lot on your plate. There’s quotes, policy renewals, answering customer questions, administrative tasks and bookkeeping. You also need to make time for marketing and networking in order to keep growing your business, says Danielle Lachenauer at Minico Insurance Agency. Technology is a huge asset to streamlining business operations, especially in the insurance industry, writes ...

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  • Amazon Insurance: How Independent Agents Can Stay Competitive

    Amazon is one of the world’s biggest companies. Annual revenue for the digital giant reached nearly $233 billion in 2018, reports Macrotrends — more than a 30-percent increase from 2017. Not only is it huge, it’s also growing at an extremely rapid rate. The world’s largest online retailer seems to have a hand in nearly everything these days. It’s already disrupted everything from music streaming and TV to grocery delivery and meal prep, says journalist ...

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  • 10 Low Tech Tips for Building Better Relationships with Customers

    Email, text, apps, messengers, and social media are all great ways for independent agents to communicate with customers. In fact, digital channels are actually the preferred means of communication for 27 percent of customers, says Colm Hebblethwaite at Marketing Tech News. But there are limitations. For independent agents especially, a crucial aspect of building customer relationships is putting in meaningful time in real life. Coupled with that, there’s a ...

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