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Insurance Relationships: Obstacles and Action Items, an AchieveNEXT Briefing
05-03-2021 07:00 PM
From February through April 2021, we surveyed sales leaders and brokers from insurance firms across North America. The survey asked how well brokers and carriers are managing relationships with existing and new clients in an environment where face-to-face meetings are limited, marketing and sales channels are evolving, and clients themselves are trying to navigate through a changed landscape filled with new risks.
We used the data captured to produce a
special report, co-written by AchieveNEXT Chief Knowledge Officer,
, and Amerisure Vice President of Agency Services,
, examining how the pandemic has shaped customer relationships within the insurance industry.
AchieveNEXT Insurance Briefing
1265 Drummers Lane
Wayne, PA 19087
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