Megan Bell

The way insurance is distributed is undergoing a transformation, with technology and data redefining what’s possible. Carriers, brokers, and agencies now have the tools to reimagine how they connect—not only with each other, but also directly with consumers and businesses. CRMs, digital platforms, and data-driven tools are no longer just back-office systems; they are becoming powerful enablers of growth, helping carriers discover and partner with new brokers and agencies while simultaneously reaching new customer segments more effectively. This panel brings together industry leaders who are actively modernizing distribution channels. They will share case studies and strategies for integrating innovative technologies with traditional approaches, demonstrating how CRMs, digital touchpoints, and hybrid models can unlock new efficiencies without disrupting established relationships. By blending human expertise with modern tools, attendees will gain a blueprint for enhancing distribution at both the B2B and B2C level. Participants will leave with actionable ideas to:

• Map opportunities to strengthen distribution through new tools and tech
• Use CRMs to connect with untapped brokers, agencies, and customer segments
• Expand reach and engagement by leveraging digital and hybrid channels
• Apply data-driven insights to refine go-to-market strategies
• Build collaborative frameworks across carriers, agencies, and brokers to drive efficiency