The Evolving Insurance Customer Journey

Set Your Agents Up For Success

The average consumer today visits around 11 resources before purchasing an insurance plan. And according to a recent Yext survey, half of customers are doing their insurance research on search engines like Google or Bing.

Yet only 15% of insurance customers are satisfied with their providers’ digital experience.

In this new world, agents who are empowered to control their digital presence will be able to adapt quickly to new search experiences — ultimately improving the customer experience.

Join Shane Closser, Head of Industry for Financial Services at Yext, and Duane Forrester, VP of Industry Insights at Yext, as they outline steps to control your brand (and your agents’) digital presence across existing and emerging channels, including voice search.

Attend The Evolving Insurance Customer Journey: Set Your Agents Up For Success and learn:

  • How customer search behavior is evolving
  • How to create a frictionless agent experience
  • Tips to streamline compliance without burdening agents, branches, or corporate
  • How to optimize agents for the future of voice search



Shane Closser
Head of Industry, Financial Services | Yext

Shane Closser is the Head of Industry/General Manager for Financial Services at Yext. He leads all financial services-related activities, including strategy, product, and ISV and GTM partnerships. With more than 18 years of experience in Financial Services and Tech, Shane specializes in strategy, product management, digital platforms architecture, and managing large transformational programs.


Duane Forrester
VP, Industry Insights | Yext

Duane is a 20-year veteran of the search and social fields, and the author of How To Make Money With Your Blog and Turn Clicks Into Customers, through McGraw-Hill. He spent nine years with Microsoft and Bing, where he ran their Webmaster Tools program, as well as the SEO program at MSN.

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