Client Experience
Recent Posts
How to Convert Monoline Opportunities to Full Accounts Without Trying
By Kurt Thoennessen, CAPI Account rounding has been a common practice in the insurance industry for a long time. This is because insurance is most often bought when there is…
Stop Taking VINs Over the Phone
By Kurt Thoennessen, CAPI Part of the role of an insurance agent is to gather information to sell and service insurance policies. Dates of birth, addresses, drivers license numbers, vins,…
Agent Built InsurTech to Drive Deeper Client Relationships, Better Risk Management and Improved Client Experiences in the High Net Worth Insurance Space
Agent Built InsurTech Drives Deeper Client Relationships, Better Risk Management and Improved Client Experiences in the High Net Worth Insurance Space