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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How to Export Contacts from LinkedIn
This post continues our series on gathering your book of business from email, social media, carriers, and more. Here's how to export contacts from LinkedIn.
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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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How to Export Contacts from Facebook
In our second post on gathering your book of business, we'll show you how to export contacts from Facebook. Let's get organized!
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July 2017 Sales Kit: Financial Independence
This July, we’re focused on helping your clients create financial independence. From permanent life insurance to annuities, here's how you can help them.
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Van Mueller's Monthly Newsletter: June 2017
We always look forward to the Van Mueller newsletter. The June 2017 issue talks about helping clients position themselves for the coming economic crash.
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So You Want to Be a Life Insurance Direct Marketer
We hear from a lot of agents who ask how to become a life insurance direct marketer. Many of these agents aren’t ready to make this leap - here's why.
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5 Ways to Use Your Email List
Once you've built your email list, how do you use it? We'll show you how to use it for marketing, prospecting, and personal branding.
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How to Export Contacts from Outlook or Gmail
Are your clients & contacts scattered across email, social media, and application data? Let's fix that. Here's how to export contacts from Outlook or Gmail.
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Increase Placed Cases. Earn up to 14% More Commission!
Are you leaving money on the table? Increase commissions by asking for cash with every app in the form of a TIA, or temporary insurance agreement.
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