Over the past several years, a rise in digital platforms, increased regulations, and industry-wide consolidation have changed the way brokers work. In 2023, the landscape has become even more turbulent as economic uncertainty — sparked by a 40-year-high rate of inflation —  has upended the robust M&A environment.

Given that precarious backdrop, how can you increase your competitive edge to delight existing clients and win new business? By choosing technology partners that empower you with techniques to make the value you offer clients evergreen.

Maximize your ability to prospect and win clients 

No matter the state of the economy, to expand your business you need to prospect and win new clients. Industry consolidation has made this harder on independent brokers, pitting them against ever-growing conglomerates with unmatched capabilities. 

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