Thoughts on the insurance industry.
Featured Story
Insurance Customer Engagement: Strategies for Independent Agencies
Build an insurance customer engagement strategy that improves service, strengthens renewal relationships, and supports retention for independent agencies.
Stories
Insurance Customer Onboarding
Use this insurance customer onboarding guide to drive portal activation with phased rollout, practical workflows, staff enablement, and engagement metrics.
How to Measure Insurance Customer Engagement: KPIs, Benchmarks, and Reporting
Learn which insurance customer engagement metrics to track, how to set useful benchmarks, and how to build a reporting dashboard for your agency.
Insurance Renewal Engagement Strategies
Build an insurance renewal engagement workflow that improves customer communication, supports timely reviews, and reduces avoidable policyholder churn.
Insurance Customer Communication Strategy
Build an insurance customer communication strategy that assigns the right roles to portals, email, SMS, phone calls, and client events.