How to Help Clients Understand the Value of an Independent Agent

Published on November 1, 2025

For many clients, insurance feels like a blur of fine print and confusing clauses. It can seem transactional and even interchangeable, making it easy for them to overlook the unique value you ...

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Client Facing Service — Personal & Commercial Lines Alliance Meeting

October 29, 2025
When Date : November 18th, 2025 Time : 12:00 PM to 1:00 PM (CST) Agenda Configuring CSR24 & Epic for a Better Client Experience For organizations offering client ...

The Unseen Priorities in Applied Epic: What Agencies Should Focus on Beyond Client Servicing

November 1, 2025
Sponsored by Kite Technology Group When it comes to managing your insurance agency in Applied Epic, much of the focus is on sales and revenue, client service and retention. These areas are ...