Matt Lossmann

Strong broker and agency relationships play a critical role for insurers bringing in new customers. In order get the most out of these relationships, it is important to take a more holistic approach to each broker and agency interaction. This approach will help you understand and strengthen where your products and marketing may be missing the mark. Bring your questions and be ready to listen to such topics as: 

• Creating dashboards to visualize your current product reach and identify any gaps and new opportunities 
• Revamping messaging to ensure product clarity and to support business development initiatives 
• Developing tailored solutions that better align with brokers’ client portfolios (if the gap is great enough) 
• Sharing performance metrics and market intelligence to provide transparency and reduce hesitation