Those strengths, taken together, are an integral part of the insurance transaction. Instead of merely selling someone else's product, the agents' wisdom, experience and individualized service will be a valuable product in itself. Insurance buyers will realize those attributes are part of what they pay for. Agents must be ready to present themselves as a vital part of the product and sell their own knowledge and trustworthiness. The financial superstore will hold, invest, manage and protect individual wealth.
Agents are already the protectors and managers of their customers' assets.
It is a logical progression for them to move seamlessly into a broader role, facilitating acquisition and management of assets as well as ensuring their protection. Systems, like ours, will allow them to manage the entire insurance and asset management process. It only remains for agents to pave the way and assert themselves in this broader role. There is tremendous untapped potential in the independent agency system, primarily because up to this point they have been hindered more than helped by technology. The past few years have been untenable, as they've tried to address the Interne driven service and buying expectations of their customers without adequate technology to do so.