While 95 percent of agencies have an agency management system, only 24 percent use a CRM - and highly digital agencies are growing 70 percent faster than everyone else. Here is what you need beyond your AMS to compete.
While 70% of digital change initiatives fail due to poor adoption, insurance agencies spending thousands on new systems often skip the critical step that makes them work - training every generation on your team to embrace change instead of resist it.
Half your workforce retires by 2028, private equity bought 79% of agencies last quarter, and your clients expect instant digital service. These five forces are reshaping independent agencies right now, and most principals do not see them coming.
When 75% of insurance customers would switch carriers for more convenient service and 28% leave due to poor experience alone, agencies cannot ignore what modern clients expect - instant responses, digital self-service, and personalized attention all at once.
