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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
3 Steps to Standardize and Systematize Your Business
How do you grow and manage a business without working 24 hours a day? Spend time where you bring the most value and standardize and systematize the rest.
Read More
How to Build Business with Technology
We’re talking technology again. Twitter, LinkedIn, blogs, websites, social media in general—technology is simply too important to pass on.
Many producers feel that unless they’re going to be instantly successful, the time and effort aren’t worth it. They ask for the quick “secret” to success.
There...
Read More
Standardize - Systematize - Automate
Last week I wrote about becoming a 21st century producer. In that post, I explained how clients are thinking differently now due to technology. They want goods and services faster and more conveniently.
We as professionals have to build an online presence in a now consumer-driven world. We have to c...
Read More
