Lessons Learned from a Life Insurance Mystery Shopper

In direct-to-consumer life insurance sales, what separates a carrier from an independent agent? One life insurance mystery shopper found out.
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Distribute, Analyze, and Market Your Client Testimonial Questionnaire

When you ask good questions, you get great feedback. Here's how to use your client testimonial questionnaire to improve your business.
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How to Create a Client Testimonial Questionnaire

To help your clients provide specific and descriptive testimonials, you need a client testimonial questionnaire. Here's how to create one.
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5 Steps to Create Your Agency's Brand Guidelines

Brand guidelines help you create a unified look, feel, and tone in your marketing efforts. Use our free template to get started now.
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How to Request Client Data from Carriers & BGAs

This is the last of our series on consolidating your contact and client data. In this post, we'll look at how to request client data from carriers and BGAs.
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9 Ideas for a Client Onboarding Welcome Kit

Do you have a plan for welcoming new clients to your agency? Your client onboarding kit should contain contact info, a referral request, and more.
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Automated Drip Marketing for Life Insurance Agents

We asked life insurance agents what they want most, and the answer is more leads. We suggest using automated drip marketing to boost conversions instead.
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Application Fulfillment: Our Team vs. an Automated Solution

Application fulfillment software can reduce submission errors, but it can't call clients to collect information or offer back-office support. We can.
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Application Fulfillment: 8 Reasons to Partner with Pinney

Working with Pinney for application fulfillment gives you more time to sell, a streamlined workflow, and an 8-point service guarantee.
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Application Fulfillment: 3 Reasons to Find a Paperwork Partner

Up to 75% of life insurance apps aren't submitted in good order. The solution? We think it's partnering with an application fulfillment team.
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