Independent agents deal with hundreds of different carrier and general agent systems every day; remembering all of the URLs, logins and passwords is enough to drive an agent to drink—just kidding. But there is some important functionality that carriers can provide to assist their agents in selling and servicing accounts.

Many carriers send field reps to visit agency offices in person, which is a perfect opportunity to enhance relationships and further educate agents on changes. AUGIE has updated a very useful guide, titled “Productive Agency visits by Insurance Carriers Field Representatives: A Guide to Effective Communications on Technology-Based Workflow Between Carriers and Agencies," that carriers can use to improve their agency visits.

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