Customer Experience


Cultivate the Customer Experience Your Clients Want

What do customers want from their independent insurance agents?  The Agents Council for Technology (ACT) has developed strategies to help you tap into technology, and motivate your team to provide the service today's insurance consumers want. By creating a process with 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​​​

Click each diamond to explore each step of the lifecycle.


​​Customer Experience Toolkit in Action


Pro Tip:

Most touchpoints will apply to both commercial and personal lines; however, some clearly will apply primarily to one line of business.