Report

Young Agents: Building Partnerships and Understanding Tech Preferences

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September 2020 – Young agents are using technology to meet the evolving needs of their customers and establish their personal brands as risk advisors. Insurers with an eye on the future are making sure they understand how the next generation of agents approaches partnering with insurers and how they leverage technology in their operations.

Young, independent agents are rethinking what makes a strong insurer-agent partnership. They are also exploring new ways to use technology in their operations to improve client service and maximize their digital reach.

Partnering with insurers that reaffirm the agency value proposition is critical. Agents also look to insurers for new roles, like supplementing their professional education.

Agents are exploring ways of meeting evolving customer expectations with technology. They are investing in tools that help position them as risk advisors and leveraging their digital networks to reach new markets.

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