Collaborative Partnership
Policyholders are looking for more than just a policy these days. Customers want an insurance agent who acts as their trusted advisor, collaborating with them to protect their assets and help reach financial goals. In fact, 75% of policyholders would switch insurers to get more personalized service.
It’s time for a mindset shift in the insurance industry. The focus should be less on “selling to” customers and more on “working with” them
