Vertafore is excited to present our live webinar event. 

Today's policyholders want something that can feel impossible for lean teams to deliver: immediate responses, proactive outreach, digital self-service, competitive pricing, and full transparency around AI, while still maintaining a deeply personal relationship.

The latest consumer research reveals six defining shifts shaping the independent agency experience, from the 85% who prefer agent-assisted shopping to the 83% who expect a response within one business day, and the 85% who want transparency when AI is used.

In this discussion, agency leaders and technology partners will explore:

• How to deliver human-first service supported by digital tools
• Where proactive communication creates the biggest retention lift
• How small agencies can compete on experience—not just price
• What AI should (and should not) be doing inside your agency
• The fastest ways to remove friction without adding staff

You don't need a massive team to meet modern expectations; you need clarity on where to focus. This session will help you prioritize what matters most and turn rising expectations into long-term loyalty.

Register now to save your seat!