Sales & Marketing

Not sure how to get started on social media? Overwhelmed by the options or the perceived time soak? Help is here.

The current environment of quick digital communications may leave some clients feeling detached and looking for a personal connection.

The current environment of quick digital communications may leave some clients feeling detached and looking for a personal connection.

The most valuable digital capability is effective carrier integration that is focused on web-based service and quoting. Other factors driving carrier selection include claims process quality and speed, underwriting appetite and pricing consistency.

How do you drive extreme client loyalty? How do you build relationship capital? And, most important of all, how do you do that routinely?

While most of the dialog around mobility in the financial services has focused on the customer experience, leading insurance firms are exploring the benefits of mobilizing their producers.