Insurance Agency 4.0

Prepare for the Future

Develop Your Digital Road Map

Increase Profit, Scalability, and Time



We are currently in the Fourth Industrial Revolution, where digital capabilities are providing velocity to all prior developments. This includes the insurance industry and independent insurance agents. Do you have a digital strategy? The insurance industry and independent insurance agencies have been slow to adapt to change, but change is here. Insurance Agency 4.0 brings together the digital evolution of insurance agencies and presents a wholistic view of the future agency. Main Street staples like bookstores, travel agents, and music stores have been disintermediated and their products moved online and into self-service; but insurance's complex nature has kept the local insurance agent viable. However, consumers are becoming better educated, price wars blast across all advertising, and people expect the same digital experiences across all parts of their lives, including with their insurance agent.

Insurance Agency 4.0 will help agency owners and managers develop a custom path to modernize their business strategy relative to their people, marketing, operations, service, and sales while developing a practical approach to:



•          Discover and Analyze Your Starting Point

•          Develop Your Strengths, Weaknesses, Opportunities, and Threats

•          Build and Execute Your Customized Strategic Digital Plan