Insurance News Our 2020 Year in Review for the Insurance Industry It’s been a long year. Even remembering where we were last December seems difficult after…Dan PiersonDecember 30, 2020
Insuretech & Technology The Advantages of Insurtech Insights Data is the key to survival in the insurance industry today. Customers expect their advisors…Dan PiersonDecember 23, 2020
Insurance News 3 CHALLENGES INSURANCE BROKERS FACE IN 2021 This year is certainly one for the history books – and that includes the insurance…Heather McKeeDecember 13, 2020
What the insurance industry has been lacking is a technology that truly connects advisors with their clients – the ultimate end-consumer of products and solutions purchased. Dan Pierson
Successful Insurance Agent Insurance Agents: Your Clients Don’t See You as You Do Insurance agents generally believe they are delivering value to their customers and meeting their needs.…Krystal LockwoodOctober 14, 2020
Client Engagement It’s About One Click: Lessons Insurance Agents Can Learn From Amazon Consumers are leading an e-commerce revolution, fueled by the easy and instantaneous customer experience introduced…Dan PiersonOctober 7, 2020
Prospecting Insurance Sales ROI: Are you doing the right math? As an insurance advisor, lead generation must consistently be on your mind. Having an efficient…Dan PiersonSeptember 30, 2020
Prospecting Successful Insurance Agents Love the Sandwich (Generation) Generations are a common topic of analysis in the insurance industry. From Baby Boomers to…Dan PiersonSeptember 23, 2020
Business Building Staying Ahead of the Curve for Insurance Agents Becoming a better insurance agent is a never-ending process. Our industry is well represented by…Dan PiersonSeptember 16, 2020
Successful Insurance Agent Unlocking Success for Insurance Agents There’s a reason we’ve all heard that “communication is key.” Whether a relationship is personal…Dan PiersonSeptember 2, 2020
Digital Workspace What is a Digital Workspace for Insurance Advisors? Insurance has traditionally been a low-touch industry, one in which advisors and clients can go…Dan PiersonAugust 26, 2020