One emerging security concern is the growth of social media to communicate with clients.
Experts say these types of interactions should always be general in nature and not involve personal information.
"A discussion about insurance should always be secured, either by a personal phone call or other secure communication," says Jeff Yates, CEO of the Agents Council for Technology.
Doug Johnston, vice president of partner relations and product innovation with software-provider Applied Systems Inc., warns there is always someone trying to steal a client's information.
"They are trying to do it in ways you don't know about," he says.
On Facebook, clients should protect themselves by restricting access to only their friends.
"People need to start thinking about what they are doing and the exposures that they are [creating]," notes Johnston. "I try to remind agents that private information is the most valuable part of their business. It is the foundation of their organization."
© Arc, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to TMSalesOperations@arc-network.com. For more information visit Asset & Logo Licensing.