New ebook
Report for insurance carriers:
Independent agents on improving carrier partnerships
Process, communication, and technology 

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For many carriers in a competitive insurance marketplace, a successful distribution strategy relies on the strength of their relationships within the independent agent channel. Consistently delivering an excellent agent experience is therefore of the utmost importance, as agents are often the most direct connection with end-insured customers. As one survey respondent put it:

“Remember, most of our clients still think of me as their carrier. They call me for service.” 

With insights gathered from nearly 1,300 independent agents, this eBook examines how carriers can enhance their agency partnerships by improving processes, communication, and the technology agents and carriers both depend on. Survey participants shared their thoughts on the many ways carriers could win more business, and their feedback is presented in their own words in sections that align with the agent lifecycle.

A few findings:
  • Process improvements: 77% of agents called for better onboarding and licensing processes.
  • Communication needs: 78% of agents emphasized faster and more transparent underwriting communication.
  • Service challenges: 26% of agents rated their carriers' underwriting service as below average, signaling room for improvement.