Balancing Client Service and Risk Management: Streamlining Success in 2025
Abstract: As an independent insurance agent, you juggle many roles—client advocate, team leader, business builder, compliance “cop”, and more. Balancing amazing customer service with effective risk management might feel like walking a tightrope, but the right procedures can make it a breeze. Body: Written by: Cindy Scharf, Agency ConsultantAs an independent insurance agent, you juggle many roles—client advocate, team leader, business builder, compliance “cop", and more. Balancing amazing customer service with effective risk management might feel like walking a tightrope, but the right procedures can make it a breeze. Let's dive into five essential strategies to boost efficiency, deepen client trust, and shield your agency…