Webinar: B2B Research Series Vol. 2 – P&C Agents’ and Brokers’ Use of Technology

In the live webinar presented on Tuesday, September 9, 2025, Kristina Witzling, EVP and P&C Insurance Practice Lead, introduced Zeldis’ recent thought leadership research that explores a range of topics related to P&C agents’ and brokers’ use of technology. Kristina shared what we’ve learned from our in-depth interviews with agents’ and brokers’, including:

  • How agencies use technology in their interactions with customers, and ways these technology solutions have evolved over time
  • The importance of technology in interactions with carriers across a wide range of touchpoints, including quoting and policy service
  • Pain points, gaps, and unmet needs in technology solutions, both in client interactions and connectivity with carriers
  • The emerging role of GenAI for agencies and brokerages, and the ways AI is changing agency operations
  • Expectations for the future of the digital experience, and key needs from carrier partners

If you would like to watch or share the video capture or presentation, you may access them below.