To effectively engage with today’s tech-enabled consumer, insurance agents and marketers need to adapt their practices and adopt new digital tools.

  • 63% of consumers expect to conduct more of their business online in the next five years;
  • Almost 4 in 10 Millennials prefer meeting with an agent virtually rather than in person;
  • More than 7 in 10 consumers indicate that they would like to educate themselves about insurance on an agent’s website.
  • Four in 10 consumers are likely to check an agent’s social media presence and activities,


Area Where Agents Believe Digital Tools

Will Best Help Grow Their Business


LIMRA research shows agents are incorporating digital tools in all aspects of their business, from communicating with current clients to prospecting and marketing. Almost 8 in 10 see digital solutions most helpful for marketing and client acquisition and ongoing client engagement.

Engaging With Prospects and Clients in the Future


While a personal relationship with an agent is highly valued and not going away, the nature of that relationship is changing, incorporating a digital element. Agents and insurance marketers are increasingly supplementing (not replacing) their face-to-face meetings with digital tools.


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