15 Reasons Why Clients Leave Their Agents or Advisors

5 Aug

Everyone loses clients. Since it’s a pretty safe bet everyone buys insurance or invests, it’s logical to assume they left to go someplace else. Your best prospects are someone else’s best clients. Unlike the business world, clients don’t put their agents or advisors on probation. They vote with their feet. Why? More>>

9 Products That Will Make You More Comfy, Productive and Healthy While Working from Home

22 Jul

Millions of Americans have been working from home for months, and with Covid-19 cases rising in many states, there is no clear end in sight. Other companies have even promised to stay remote permanently.

So, if you’ve decided it’s time to invest in improving your home office setup, here are nine products — from ergonomic tools to a cold brew coffee-maker — that will make your WFH days more comfortable. More>>

Crump Enhances Digital Capabilities

10 Jun

Crump announced enhanced digital capabilities that more comprehensively meet the end-to-end expectations of financial professionals and customers – from product search to policy delivery. Crump’s Transaction Center offers a wide array of product options including – term and permanent Life, long term care, disability insurance, and annuities to meet consumer needs. The Transaction Center integrates several platforms with best-in-class solutions from insuretech firms, service providers, and leading insurance carriers to create a single place for financial professionals to process a majority of their business with Crump. More>>

7 Things You Can Do During a Pandemic

17 Mar

“May you live in interesting times.” It’s an Asian curse expression, not a hope your life won’t be mundane and boring. With the Covid-19 problem unfolding, many companies are restricting employee travel, discouraging in-person meetings with clients and even suggesting employees work from home. What’s an insurance agent to do? More >>

How to Start Your Day

14 Aug

It’s not an easy business. You need to be constantly filling the pipeline and ringing the cash register. On the other hand, giving people peace of mind, helping make their dreams come true or plan for a secure retirement is very rewarding. You’ve made a positive difference in their lives. Making this happen requires getting up early. More >>

7 Habits of Highly Effective People

12 Jun

The 7 Habits of Highly Effective People by Stephen R. Covey is a self-improvement book. It is written on Covey’s belief that the way we see the world is entirely based on our own perceptions. In order to change a given situation, we must change ourselves, and in order to change ourselves, we must be able to change our perceptions. More >>

26 Habits of Incredibly Successful Salespeople

15 May

The difference between good salespeople and great ones is staggering. Good reps hit their quota – most of the time. Great reps don’t just consistently hit, they have blow-out months or quarters. Good reps earn their prospects’ trust and respect. More >>

9 Steps to Take When Your Prospecting Strategy Isn’t Working

1 May

Ever wake up in the morning, look in the mirror and say: “I have no business?” Ouch. Actually, you should look in the mirror and say: “The day is a blank canvas. How am I going to make the most of it?” Yet the reason you have no business is simple: Your prospecting pipeline in empty. What now? More >>