At this year’s InsurTech conference, one session stood out with a bold and transformative claim:

“Agency transactions are the new currency in insurance.”

Think about that for a second. Not leads. Not policies. But transactions—the everyday service requests agents handle constantly—have now become the most valuable, untapped asset in the entire insurance business.

If you’re a working agent or agency owner, this statement might hit home:
You’re drowning in email requests. Clients are calling about ID cards, beneficiary changes, address updates, and declarations. Your team spends hours each week reacting.

Now here’s the twist: those small, repetitive tasks are the biggest opportunity you’re missing.

Let’s break it down.

The Problem: Billions of Manual Moments

Insurance agencies handle 8 to 15 billion service interactions every year, most of them still handled manually.

That means:

  • Countless hours responding to service emails

  • Repeating the same actions in carrier portals

  • Missed chances to cross-sell or upsell

  • No data insights from day-to-day requests

This inefficiency is eating away at your time, your profits, and your ability to grow.

The Game Trail vs. The Hiking Trail

One speaker compared today’s agency workflow to a “game trail”—worn in over time, winding, familiar, and reactive.

What we need instead is a “hiking trail”—intentional, direct, and designed for efficiency.

But here’s the catch: transformation only works when InsurTech meets agents where they are. Not by forcing new platforms, but by automating inside the systems you already use.

That’s where smart CRMs like Agent CRM come in.

Action Steps for Forward-Thinking Insurance Agents

If you’re serious about growth, efficiency, and higher margins, this session gave us a clear roadmap:

1. Audit Your Workflows

Start by tracking where your time is going.
Are your producers or CSRs still manually replying to service request emails?

Create a log for one week and categorize the types of requests coming in. You’ll immediately see what can be automated.

2. Automate Repetitive Tasks

Every time a producer touches a non-revenue task, it costs you.
Start automating things like:

  • ID card delivery

  • Address updates

  • Beneficiary changes

  • Certificate of insurance requests

Agent CRM can help you pre-build and launch these workflows with smart triggers and follow-ups—no coding required.

Focus your team’s energy on high-value work:
✅ Claims
✅ Cross-sells
✅ Upsells
✅ Remarketing
✅ Proactive outreach

3. Ask Your CRM to Integrate Smart Service Workflows

The panel emphasized a magic number: 27 core service workflows.
If your CRM doesn’t support them, you’re wasting time and labor.

At Agent CRM, we’re building workflows for all 27, so you can:

  • Eliminate redundant emails

  • Route requests to the right team

  • Track completion

  • Deliver better service, faster

Want to learn what we’ve already built? Start your free trial of Agent CRM here.

4. Use Tech That Connects with What You Already Use

One key takeaway: Don’t wait for a full migration to get started.
Too many agencies delay change waiting for the perfect solution.

Instead, start where you are:

  • Connect Agent CRM to your email or form system

  • Use webhooks, Zapier, or our built-in integrations

  • Trigger automations from service request forms or tags

Small steps toward automation compound fast.

5. Track Transaction Data Like It’s Gold (Because It Is)

Every service interaction tells you something:

  • What clients are asking for

  • What coverage gaps exist

  • What carriers are most difficult

  • Where your team is wasting time

Start capturing that data. Even a simple Smart List or tagging system in Agent CRM can uncover trends that fuel smarter decisions.

Final Thoughts: Your Next Opportunity Isn’t a New Lead

You already have gold in your book—it’s hiding in your inbox.

Every address change, ID card request, and billing question is a moment to:

  • Streamline service

  • Collect data

  • Build loyalty

  • Find the next sale

The agencies that win in the next five years won’t just be better at selling…
They’ll be masters at transaction efficiency.

Start building your hiking trail today—with a CRM that’s already blazing the path for you.

👉 Try Agent CRM free for 14 days and start automating your agency’s most valuable currency.


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