In many ways, Insurance is the ideal industry for digital engagement at scale.
In some firms, agents are trusted advisors similar to wealth advisors. In other companies they are more clearly salespeople. In most, they are some combination of both.
Empowering your field force to show up, speak up, and purposefully engage with clients and prospects alike helps them to become magnets for new business while strengthening the bonds with existing clients.
We count several leading insurance companies amongst our longest-tenured clients, and anticipate those ranks growing swiftly as face-to-face meetings are harder than ever to secure.