The July 2024 report examines how insurance carriers and third-party vendors support independent agents’ marketing efforts in personal lines. Most carriers offer basic tools like email campaigns, branding resources, and content libraries, but advanced features such as marketing analytics and data-driven cross-sell programs help differentiate offerings. Agents often enhance these tools with CRM systems, marketing agencies, and platform vendors for multi-channel digital outreach. Carriers should align marketing support with business goals, resource allocation, and system integration to strengthen agent relationships and drive profitable growth.

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