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How to boost the role of insurance agents as trusted advisors

Here are some simple steps insurance agencies can take to establish a new and essential customer experience by enhancing expert counsel.

By Michael Furlong | June 25, 2020 at 10:30 AM
By investing substantial time into clients and their needs, as opposed to data entry and submissions, agents become valued resources rather than just a provider of basic policy information. (iStock) By investing substantial time into clients and their needs, as opposed to data entry and submissions, agents become valued resources rather than just a provider of basic policy information. (iStock)

The ultimate goal of any agent is to provide such a high level of service that the client couldn’t imagine doing business anywhere else. In today’s competitive business environment, agents must be able to provide value to a client that they would not be able to get anywhere else through critical industry insights and specialized advice.

Two roadblocks that often prevent agents from providing top-notch service are work capacity and the generalized nature of agency work. An agent’s typical day often includes a great deal of manual rekeying of information and tedious administrative tasks. In addition, they’re typically working with clients across a plethora of industries and verticals, making it difficult to know offhand the intricacies of every industry.

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