by Todd Villeneuve

Technology is changing the way independent agents do business, creating new opportunities to improve efficiency while delivering better client experience. But the most successful agents understand that technology is most valuable when it supports personal interaction, rather than replaces it.

I had the pleasure of being interviewed by InsuranceNewsNet about how AI-Powered tools can help independent insurance agents and financial advisors streamline administrative work, uncover news sales lines, and better prepare for client conversations. This ultimately makes agents more efficient and creates more time for delivering personalized guidance that lasts well beyond a single policy transaction.

Adapting to new changes can be challenging, but you don’t have to do it on your own. With the right technology and support, agents can embrace change while staying focused on supporting their clients and their communities. 

Read the full article here.