Technology & Innovation Series - Adapting to the DIY Client
Technology & Innovation Series
Wednesday, February 11, 2025
2:00-3:00 PM ET
Adapting to the DIY Client
Today’s insurance consumers are increasingly comfortable handling tasks themselves—from taking photos of accidents or property damage for claims, to documenting their homes for new policies, and updating information through apps and online portals. This panel brings together technology solution providers and independent agents to explore how agencies can successfully support this shift toward digital self-service without losing the personal connection clients value. Panelists will discuss how agents are structuring operations, communicating expectations, and educating customers to use do-it-yourself tools where they make sense, while still positioning the agent as a trusted advisor. Attendees will leave with practical insights on balancing efficiency, technology, and human expertise in a rapidly evolving service environment.