By a News Reporter-Staff News Editor at Insurance Weekly News -- According to news reporting originating from Washington, D.C., by VerticalNews journalists, a U.S. Securities and Exchange Commission (SEC) filing by Utg Inc. (Form 3) was posted on July 27, 2017.

The SIC code for this company is 6311, Life Insurance.

The SEC file number is 0001713234-17-000001.

The contact information for this company is PO BOX 13080, 5250 SOUTH SIXTH STREET ROAD, SPRINGFIELD IL 62791, 2173236300.

Our editors provided additional information about Form 3: Every director, officer or owner of more than ten percent of a class of equity securities registered under Section 12 of the '34 Act must file with the Commission a statement of ownership regarding such security. The initial filing is on Form 3 and changes are reported on Form 4. The Annual Statement of beneficial ownership of securities is on Form 5. The forms contain information on the reporting person's relationship to the company and on purchases and sales of such equity securities.

A U.S. Securities and Exchange Commission filing is a formal document or financial statement submitted to the SEC by publicly-traded companies.

For additional information on this SEC filing see: http://www.sec.gov/Archives/edgar/data/1713234/0001713234-17-000001-index.html.

Keywords for this news article include: Utg Inc, SEC Filing, Life Insurance, Insurance Companies.

Our reports deliver fact-based news of research and discoveries from around the world. Copyright 2017, NewsRx LLC

DENVER – January 6, 2026 – Vertafore today released a new industry report about how the expectations of end-insureds are evolving and how independent agents can use technology to strengthen client relationships.

The report, Policyholder Expectations for Independent Agents, is based on responses from more than 600 U.S. insurance clients. Findings show that clients value guidance from a trusted agent but also want the speed and convenience of modern digital tools.

“This new data shows that clients genuinely value the personal connection and expertise of their independent agents. At the same time, clients want faster communication and digital access to their insurance information,” said James Thom, chief product officer at Vertafore. “By combining the right tools with their knowledge, agents can deliver the experience clients want, strengthen their relationships and stand out from the competition.”

Key takeaways to stand out with clients in 2026

• Deliver personalized guidance supported by digital tools. Nearly 90% of policyholders want agent involvement when managing their policies, but more than half also want online or mobile access to account details. Agents can meet those expectations by combining personal service with digital self-service options.
• Build trust with regular communication. Only 21% of policyholders say they receive proactive outreach from their agent and many want more touches beyond renewals and transactions. AI-enabled tools give agencies the ability to scale timely, high-value communications without increasing their workload.
• Strengthen agency visibility where clients are looking. Referrals are the top source of new agency business, but a notable portion of younger policyholders found their agent online or through social media. That creates urgency for agencies to maintain a strong, accurate digital presence to attract new clients.
• Respond quickly and make interactions effortless. An overwhelming majority of policyholders expect agents to respond to inquiries within one business day, and 35% expect an answer in an hour or less. To meet that expectation, agencies need systems that provide a 360-degree client view, streamline workflows and tasks, and integrate with vetted communications tools.
• Lead with transparency around AI. AI is opening new opportunities for agents to deliver faster, more personalized service. Policyholders are largely open to agents using AI tools to save them time or money, but 85% say it’s important to know when their agent uses AI and most want human expertise to stay at the center of their service.

Ultimately, the report shows that policyholders want the confidence of working with a knowledgeable advisor and the efficiency that comes from digital tools. Independent agents who pair their expertise with the right technology will be best positioned to win with clients in 2026.

Read Vertafore’s latest report: Policyholder Expectations for Independent Agents.