How to Find Opportunities During Difficult Times

21 Apr

No one would say going through a pandemic is easy or recommend it as a best business practice. Yet, it happened. To everyone. Our world changed, and it didn’t always feel like “we’re all in this together” as we sheltered in place and clients wouldn’t step foot in your office or in your seminars.

Yet despite everyone’s collective and individual struggles, many MDRT members found spaces to rebuild and realign. They saw areas for improvement or revision that may have always been there but could now be seen better. To help you see some opportunities in your business, read what MDRT members from around the world had to say about how they changed their business during the pandemic. More>>

Emotional Intelligence in a Virtual World

17 Mar

Utilizing technology can increase your production by driving process efficiencies, eliminating time spent commuting and expanding boundaries to reach a wider clientele. However, how can you build a true client-advisor relationship when you may never meet clients face-to-face?

A recent MDRT survey revealed that 85% of Americans would be more likely to trust recommendations from human financial advisors if they demonstrate emotional intelligence (EI).1

Here’s how you can exhibit emotional intelligence — even through a computer screen — to effectively build trust. More>>

7 Marketing Tips for Insurance Agents During the Pandemic

20 Jan

Agencies have made major adjustments to how they’re conducting their day-to-day operations due to COVID-19. Consumer behavior has shifted, and the way agencies respond is key to their future success. The insurance industry is well-positioned to cope with the effects of the pandemic. Insurance companies and agencies are ready to be there for their customers when protection is needed most. These seven digital and virtual tools can help agents succeed in this environment. More>>

Top 5 New Year’s Resolutions for Insurance Agents

30 Dec

Thank goodness that come January, the year 2020 will be a thing of the past! There’s also a COVID-19 vaccine that is in the midst of being distributed, and everyone is hopeful to go back to normal within the next year and for businesses to open back up. If you’re an agent who excels at face-to-face sales, this news is epic because you can start working your magic in person again. If you’ve been successful working around social distancing, there are still a few resolutions you may consider making to ensure the best year possible and the most profitable one too. We have some great New Year’s resolutions that will surely give your agency a boost. Let’s take a look. More>>

Advisors Still Matter to Life Insurance Customers

18 Nov

In the face of the dramatic shifts caused by the pandemic, the study reveals that, “for most Americans, a conversation with a financial professional is still central to the life insurance purchase process.” In addition, companies that accelerate their digitally enabled processes (such as e-signatures and video conferencing) are likely to boost customer satisfaction. More>>

3 Ways Blogs Can Help Build Your Client Relationships

29 Jul

Guest contributor: Paul Lipka, manager, marketing communications at Crump Life Insurance Services

Staying top of mind with clients has become critical as we transition to the next normal of productive business activity. In-person client meetings all but disappeared a few months ago, and safety concerns will continue to limit face-to-face interactions for the foreseeable future. More>>

How to Find Leads Online

8 Jul

Over the last 10 years, inbound marketing has proven to be a great way to generate leads and acquire customers and help you hit your quota. Inbound marketing is a holistic, data-driven approach that leverages content on your website to attract buyers researching your products and services online. And then convert them to leads so you can close more deals. 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>>