Agent Review

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Agent Review is an online platform designed to educate consumers about core forms of insurance. Based in Bellevue, Washington, Agent Review currently serves the United States market, with features designed for expansion into global markets.

For consumers, Agent Review addresses the difficulty of obtaining clear, unbiased information about common forms of insurance and the independent agents who might help them. At the same time, Agent Review helps agents gain visibility and establish their credentials.[1]

Scope of service

Visitors to the Agent Review website may learn about basic forms of insurance and then find insurance agents qualified to help them explore their insurance policy options. Insurance types covered by the service include –

Information supplied by the platform helps consumers assess the costs and benefits of coverage, and learn the professional makeup of agents qualified to supply further information.

To find an agent they might wish to contact, visitors search a national database by zip code, insurance type, and other criteria. Information about individual agents is displayed. This may include star ratings, "Professional" status, “Verified” status (credentials independently verified), professional certifications (or designations), description of background, insurance companies represented, testimonials, images, video of the agent, and other data such as education and years of experience. Contact information is also supplied.

To support expansion to ethnic groups in the United States and worldwide, the platform translates the default English into 72 different languages.[2]

Company history

  • In April, 2015, Agent Review was announced and began operations, as reported by LifeHealthPro, a service of ALM (company).[3]
  • In May, 2015, Agent Review called one of 6 most innovative insurance industry products of 2015, for technology excellence, by LifeHealthPro, a service of ALM (company).[4]
  • In January, 2016, Agent Review closed a seed round of funding with angel investors. The investors were not identified, and the investment amount, to be used for expansion, was not disclosed.[5]
  • In August, 2016, Agent Review announced new angel investment from Lenny Anderson, CEO of GoldenCare (also known as National Independent Brokers, Inc.).[6] Also in August, Agent Review partnered with Inigo to offer free digital business cards to insurance agents throughout the United States.[7]

Leadership

Agent Review's chief executive officer (CEO) is Jonas Roeser, a marketing and management professional. In 2001 he founded Roeser Resources, serving clients in fields ranging from insurance and mortgage loans to marine services and organic farming. From 2003 to 2013, he served as founding partner and chief marketing officer at LTC Financial Partners (now ACSIA Partners following a merger), a national long-term care insurance agency.[8] Roeser is also the founder and President of the 3in4 Association, a nonprofit that provides information about long-term care planning.[9] In August, 2015, Roeser, was quoted in Forbes on the merits of long-term disability insurance versus long-term care insurance.[10] Roeser co-founded Agent Review in 2014.

A co-founder and President of Agent Review is Harley Gordon, founder of the Corporation for Certification for Long-Term Care (CLTC). An attorney and the author of two books, he is also a founding member of the National Academy of Elder Law Attorneys, a professional organization that deals with legal and ethical issues facing the elderly.[11]

Business model

Agent Review applies to insurance the review model made popular in other fields by Yelp, Avvo, Zillow, and Angie's List. The service is provided free to insurance buyers. Basic listings are free to insurance agents. Additional features, including “Professional” and “Verified Agent” listings, are available to agents for monthly or annual fees.[12]

Recognition

Agent Review was voted one of the "Six Most Innovative Products of 2015" by LifeHealthPro, a service of ALM Company.[13] LifeHealthPro also called Agent Review “the Yelp for insurance” because of its similarity to Yelp, which connects people to restaurants and other local businesses.[14]

See also

Independent Insurance Agents & Brokers of America (TrustedChoice).

References

  1. ↑ Agent Review service announced in April, 2015. LifeHealthPro, a service of ALM (company).
  2. ↑ Service described on Agent Review website.
  3. ↑ Lua error in package.lua at line 80: module 'strict' not found.
  4. ↑ Agent Review called one of 6 most innovative insurance industry products of 2015. LifeHealthPro
  5. ↑ Agent Review closed a seed round of funding with angel investors. Street Insider.
  6. ↑ New angel investment by CEO of GoldenCare. The Business Journals
  7. ↑ Agent Review partners with Inigo. Inigo site and Yahoo Finance.
  8. ↑ Lua error in package.lua at line 80: module 'strict' not found.
  9. ↑ Website of the 3in4 Association. Board members and executives.
  10. ↑ Lua error in package.lua at line 80: module 'strict' not found.
  11. ↑ Biography of co-founder Harley Gordon. The Corporation for Long-Term Care Certification, Inc. (CLTC)
  12. ↑ Agent Review's agent registration page.
  13. ↑ LifeHealthPro identifies Agent Review as technology leader. LifeHealthPro, a service of ALM (company).
  14. ↑ Lua error in package.lua at line 80: module 'strict' not found.

External links

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