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Insurance Relationships: Obstacles and Action Items, an AchieveNEXT Briefing

By Matt Cockayne posted 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, @Tom Stewart, and Amerisure Vice President of Agency Services, Jennifer DeMello-Johnson, examining how the pandemic has shaped customer relationships within the insurance industry.