How Insurance Agencies Can Conquer Agent Experience Challenges

What is insurance producer experience? 

Insurance producer experience encompasses how producers feel before, during, and after they interact with your independent insurance agency. From onboarding to license renewals to terminating your engagement, each step along the way can be a point in the column of “easy to do business with” or a strike against your agency’s reputation. 

Why insurance producer experience matters now more than ever

Across the insurance industry, independent agencies increasingly struggle to attract and retain the talent they need to remain profitable for years and decades to come. Between the impacts of the COVID-19 pandemic on the American workforce, the aging American population, and specifically the retirement-ready demographic of the insurance industry, the “talent gap” is extremely real. 

As the talent landscape becomes more competitive, a true differentiator will be producer experience. How your producers (and any others downstream of your agency) feel about working with you, including how fast you can get them ready to sell, will play a key role in their decision to join, and stay at, your agency. It will also largely contribute to their success (i.e. revenue-generating abilities). 

It’s not an exaggeration to say an exceptional producer experience can be the difference between a top producer and an average performer. 

Insurance agencies suffer from common producer experience pitfalls 

What’s standing in the way of your agency providing the type of producer experience that will attract and retain the best talent?

Is it dated technology? How about manual processes? Or maybe it’s information and workflow silos, or difficulties managing compliance as you grow?

If any or all of these are the case, you’re not alone! Even better: You’re not helpless! 

We’ve written this handy guide, Four Barriers to an Exceptional Producer Experience and How to Solve Them at Your Agency, to help independent insurance agencies recognize and address their common barriers to providing an exceptional producer experience. Our guide also includes how you can overcome each barrier through digital solutions and streamlined processes. 

Click here to download the guide

For a quicker read, with just as many action items, we’ve prepared a checklist that walks you through the must-haves for creating an outstanding producer experience at your agency. 

Click here to download the checklist

If you’re already familiar with your own organization’s barriers and challenges, and ready to take the next step in addressing them head on, it’s time to talk with someone at AgentSync.

About AgentSync

AgentSync builds modern insurance infrastructure that connects carriers, agencies, MGAs, and producers. With customer-centric design, seamless APIs, automation, and unparalleled service AgentSync’s solutions create onboarding, licensing, and appointing processes insurers and producers love while ensuring growth and compliance never compete. Founded in 2018 by Niranjan “Niji” Sabharwal and Jenn Knight, and headquartered in Denver, Colo., AgentSync has been recognized as one of Denver’s Best Places to Work, as a Forbes Magazine Cloud 100 Rising Star, an Insurtech Insights Future 50 winner, and is ranked 88 in Forbes – America’s 500 Best Startup Employers 2022.

More from this Author