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Implementing technology like a self-service portal can take these transactional tasks off the agent's plate, and automated client communications can help agents reach clients with the right information at the right time. (elenabsl/Shutterstock.com) Implementing technology like a self-service portal can take these transactional tasks off the agent’s plate, and automated client communications can help agents reach clients with the right information at the right time. (elenabsl/Shutterstock.com)

Insurance agents have long known that the key to long-term, sustained success is to serve as a trusted risk advisor to clients. Providing risk advising is how agents build stronger client relationships, which in turn increases loyalty, retention and referrals. And we all know the data: It’s more efficient and cost-effective to retain clients than to gain new business.

However, knowing that doesn’t always mean taking the appropriate action to become a trusted advisor. Too often, an agent’s time is spent buried in day-to-day transactional tasks. So, how does an agency get out of the daily grind of tasks and instead focus on advising clients? Two of the latest trends in InsurTech are proving to be a good starting place.

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