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>>

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>>

15 Social Media Sales Groups to Build Your Network In

8 Apr

Relationship-building is one of the most important competencies a successful sales professional can have. Whether you are striving to win over a potential customer, are establishing trust with your company’s leadership team, or are collaborating with your marketing organization, knowing how to connect with others is critical to success in your role. More >>

35 Inspirational Quotes About Learning From Failure

1 Apr

Even as a talented sales rep, you’re bound to experience failure at one point or another. Whether you were just shy of hitting your quota or you had a promising deal that didn’t go through, not every attempt at a goal is going to result in a home run. If you’re experiencing one of those moments, all hope is not lost. Here are some inspirational quotes to help you get back on your feet after a setback. More >>

How to Cater a Sales Strategy to Gen Z

25 Mar

Generation Z is the first generation to be raised entirely in the internet age – a childhood where smartphones are practically omnipresent and dedicating 23 hours per week to streaming video content is commonplace. They’re tech-savvy, skeptical, and – like any new generation to those that came before it – difficult to reach and understand. More >>

How to Stop Touching Your Face During Coronavirus

24 Mar

Public-health officials consistently promote hand-washing as a way for people to protect themselves from COVID-19. However, this virus can live on metal and plastic for days, so simply adjusting your eyeglasses with unwashed hands might be enough to infect yourself. Thus, the Centers for Disease Control and Prevention and the World Health Organization have been telling people to stop touching their faces. More >>