Customer Experience Lifecycle

What Do Customers Want From Their Independent Insurance Agents?

The Agents Council for Technology (ACT) has developed strategies to help you tap into digital technology, and enable your team to provide the service today's insurance consumers want. By creating a process with digital touchpoints throughout the insurance policy lifecycle, your team will build relationships and your clients will become champions for your agency and help you grow your business.

Six Steps of the Customer Experience Lifecycle

Explore the six phases an insurance customer travels when searching for a new product. The experts at the Big "I" Agents Council for Technology collected various resources and tips under each of these steps to help you make this journey a better experience for your clients through the use of technology as well as improve your agency’s efficiency in the process.

CLICK ANY OF THE STEPS BELOW TO LEARN MORE

Discover

4 Steps to Create Awareness

Evaluate

Make the Most of Your Digital Presence

Purchase

How to Make Purchasing Easy

Experience

How do you Build Better Experience

Renew

How Do You Get Ahead of Renewals?

Refer

How Do You Create Agency Champions?

Take the CX Agency Self-Assessment