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Bryce Sanders, president of Perceptive Business Solutions Inc., has provided training for the financial services industry on high-net-worth client acquisition since 2001. He spent 14 years working with a financial services firm as a financial advisor, two years as a district sales manager and four years as a home office manager. He developed personal relationships within the HNW community through his past involvement as a trustee of the James A. Michener Art Museum, a member of the board of associates for the Bucks County Chapter of the Fox Chase Cancer Center and a member of the board of trustees for Stevens Institute of Technology, and as a church lector. He is the author of the book “Captivating the Wealthy Investor.”
10 Spring prospecting best practices
Your well-off neighbors are back from their winter vacations; now is the time to reach out.
The key to building long-term relationships is developing a personal connection.
These short 'scripts' can help insurance agents, brokers and prospects get on the same page.
Here's how to gather information without coming across as pushy.
10 Things best left unsaid when a client dies
Death is awkward, but you don't have to be.
Things you never say to wealthy clients
Words are like toothpaste. Once they're out, you can't put them back in the tube.
Investing in the stock market comes with uncertainty.
This is an ideal time for clients to bring along their friends, who could become new customers.
Do your research! 15 ways to better assess a sales prospect
It is amazing the amount of information that is available to you in the public domain. However, a word of caution: Be careful how you find it and how you use it.
Resources
ZestyAI
From ZestyAI
Roof age is one of the most critical factors in property insurance, yet it?s also one of the most unreliable. For years, insurers have relied on self-reported or agent-supplied data that is often inaccurate, incomplete, or outdated. This report reveals how an AI-powered, multi-source approach provides the truth about roof age and its impact on risk.
Download Resource
Capgemini
From Capgemini
Generali GC&C transformed its global underwriting by replacing legacy systems with a Gen AI-powered SaaS platform. Discover how this partnership with Capgemini increased efficiency by 80% and cut costs. Download the case study.
Download Resource
Capgemini
From Capgemini
Many P&C insurers are investing in AI, but few are seeing a true competitive advantage. This report reveals why most programs stall and how a select group of 'intelligence trailblazers' are pulling ahead. Download it to learn their secrets.
Download Resource
Zywave
From Zywave
True value is built between renewals. Discover how to leverage a proactive safety and risk management content strategy to guide your clients through their daily challenges, and cement your position as an indispensable advisor they can't afford to lose.
Download Resource
ECHO
From ECHO
As payment fraud grows more sophisticated, legacy systems struggle to keep pace. This guide offers expert perspectives on risk and security, outlining nine critical questions to help you protect your healthcare or insurance payments.
Download Resource
ECHO
From ECHO
P&C insurers invest heavily in technology but still rely on multiple systems for claims payments. This brief outlines how a single, integrated solution can streamline workflows, reduce costs, and improve the claimant experience.
Download Resource
REInsurePro
From REInsurePro
The rental market is evolving. This guide equips agents to navigate the complexities of insuring short-term rentals, flips, and vacant properties, helping you avoid coverage gaps and better serve real estate investor clients.
Download Resource
REInsurePro
From REInsurePro
The real estate investment sector is booming, bringing a surge of clients who need more than just a basic property policy. Learn how to anticipate their coverage needs, bridge the knowledge gap, and position your agency as an indispensable partner as they grow their portfolios.
Download Resource
ePayPolicy
From ePayPolicy
Manual back-office processes can slow you down and cap your MGA's growth. Discover how top MGAs are winning back margins by automating payments and eliminating the costly churn in their cash flow. This guide will help you unlock your true scaling potential.
Download Resource
ePayPolicy
From ePayPolicy
Disconnected payment systems create friction, stall cash flow, and increase audit risk for MGAs, carriers, and agencies. This guide explores the insurance payment ecosystem and how to fix bottlenecks without a total infrastructure remodel.
Download Resource
ECHO
From ECHO
With 79% of organizations impacted by payment fraud, legacy systems are failing to keep pace. This guide explores nine critical questions to help insurance organizations modernize their defenses and protect against today's threats.
Download Resource
ZestyAI
From ZestyAI
For years, competitive analysis has centered on pricing. But filings now show a deeper shift underway -- one that's harder to see, slower to benchmark, and far more durable. This special report analyzes millions of regulatory filings to reveal how the modern insurance contract is being rewritten, and what it means for your competitive position.
Download Resource
One Inc
From One Inc
The auto claims process is a critical moment of truth for insurers. This report reveals the key drivers of claimant satisfaction, from communication to payment speed, and provides data-backed insights on how to build lasting customer loyalty.
Download Resource
ZestyAI
From ZestyAI
After three consecutive years of record-breaking severe convective storm (SCS) losses, the risk landscape has changed. This report provides critical insights into the drivers of these losses and what insurers must know to protect portfolios in 2026.
Download Resource
One Inc
From One Inc
Insurers are facing converging challenges. From AI and climate risk to economic volatility, this report explores the 12 key trends defining 2026. You'll discover the strategic insights you need to navigate complexity and stay competitive.
Download Resource
American Integrity Insurance
From American Integrity Insurance
The P&C market is stabilizing, but new challenges and opportunities are emerging. This whitepaper outlines the key market, loss, distribution, and regulatory trends to help independent agents adapt, position effectively, and grow profitably.
Download Resource
ePayPolicy
From ePayPolicy
Paper payments are driving significant losses through hidden costs, manual labor, and compliance risks. This guide reveals the true financial drain of manual workflows and provides a clear path to digital payment optimization to boost your bottom line.
Download Resource
ZestyAI
From ZestyAI
Non-weather water damage is a top peril eroding profitability for insurers, and traditional risk models fall short. This guide explores how AI-powered, property-level data can improve underwriting, pricing accuracy, and proactive risk mitigation.
Download Resource
ZestyAI
From ZestyAI
Traditional roof risk assessment falls short. Ballooning combined ratios demand better methods. This guide reveals how AI and new data sources provide significant lift over traditional models for hail and wind risk.
Download Resource
ZestyAI
From ZestyAI
Explore how AI is reshaping underwriting, pricing, and claims--while meeting rising regulatory expectations. This special guide cuts through the noise to reveal real-world use cases, debunk myths, and offer actionable best practices for responsible implementation.
Download ResourceZestyAI
From ZestyAI
Roof age is one of the most critical factors in property insurance, yet it?s also one of the most unreliable. For years, insurers have relied on self-reported or agent-supplied data that is often inaccurate, incomplete, or outdated. This report reveals how an AI-powered, multi-source approach provides the truth about roof age and its impact on risk.
Download ResourceCapgemini
From Capgemini
Generali GC&C transformed its global underwriting by replacing legacy systems with a Gen AI-powered SaaS platform. Discover how this partnership with Capgemini increased efficiency by 80% and cut costs. Download the case study.
Download ResourceCapgemini
From Capgemini
Many P&C insurers are investing in AI, but few are seeing a true competitive advantage. This report reveals why most programs stall and how a select group of 'intelligence trailblazers' are pulling ahead. Download it to learn their secrets.
Download ResourceZywave
From Zywave
True value is built between renewals. Discover how to leverage a proactive safety and risk management content strategy to guide your clients through their daily challenges, and cement your position as an indispensable advisor they can't afford to lose.
Download ResourceECHO
From ECHO
As payment fraud grows more sophisticated, legacy systems struggle to keep pace. This guide offers expert perspectives on risk and security, outlining nine critical questions to help you protect your healthcare or insurance payments.
Download ResourceECHO
From ECHO
P&C insurers invest heavily in technology but still rely on multiple systems for claims payments. This brief outlines how a single, integrated solution can streamline workflows, reduce costs, and improve the claimant experience.
Download ResourceREInsurePro
From REInsurePro
The rental market is evolving. This guide equips agents to navigate the complexities of insuring short-term rentals, flips, and vacant properties, helping you avoid coverage gaps and better serve real estate investor clients.
Download ResourceREInsurePro
From REInsurePro
The real estate investment sector is booming, bringing a surge of clients who need more than just a basic property policy. Learn how to anticipate their coverage needs, bridge the knowledge gap, and position your agency as an indispensable partner as they grow their portfolios.
Download ResourceePayPolicy
From ePayPolicy
Manual back-office processes can slow you down and cap your MGA's growth. Discover how top MGAs are winning back margins by automating payments and eliminating the costly churn in their cash flow. This guide will help you unlock your true scaling potential.
Download ResourceePayPolicy
From ePayPolicy
Disconnected payment systems create friction, stall cash flow, and increase audit risk for MGAs, carriers, and agencies. This guide explores the insurance payment ecosystem and how to fix bottlenecks without a total infrastructure remodel.
Download ResourceECHO
From ECHO
With 79% of organizations impacted by payment fraud, legacy systems are failing to keep pace. This guide explores nine critical questions to help insurance organizations modernize their defenses and protect against today's threats.
Download ResourceZestyAI
From ZestyAI
For years, competitive analysis has centered on pricing. But filings now show a deeper shift underway -- one that's harder to see, slower to benchmark, and far more durable. This special report analyzes millions of regulatory filings to reveal how the modern insurance contract is being rewritten, and what it means for your competitive position.
Download ResourceOne Inc
From One Inc
The auto claims process is a critical moment of truth for insurers. This report reveals the key drivers of claimant satisfaction, from communication to payment speed, and provides data-backed insights on how to build lasting customer loyalty.
Download ResourceZestyAI
From ZestyAI
After three consecutive years of record-breaking severe convective storm (SCS) losses, the risk landscape has changed. This report provides critical insights into the drivers of these losses and what insurers must know to protect portfolios in 2026.
Download ResourceOne Inc
From One Inc
Insurers are facing converging challenges. From AI and climate risk to economic volatility, this report explores the 12 key trends defining 2026. You'll discover the strategic insights you need to navigate complexity and stay competitive.
Download ResourceAmerican Integrity Insurance
From American Integrity Insurance
The P&C market is stabilizing, but new challenges and opportunities are emerging. This whitepaper outlines the key market, loss, distribution, and regulatory trends to help independent agents adapt, position effectively, and grow profitably.
Download ResourceePayPolicy
From ePayPolicy
Paper payments are driving significant losses through hidden costs, manual labor, and compliance risks. This guide reveals the true financial drain of manual workflows and provides a clear path to digital payment optimization to boost your bottom line.
Download ResourceZestyAI
From ZestyAI
Non-weather water damage is a top peril eroding profitability for insurers, and traditional risk models fall short. This guide explores how AI-powered, property-level data can improve underwriting, pricing accuracy, and proactive risk mitigation.
Download ResourceZestyAI
From ZestyAI
Traditional roof risk assessment falls short. Ballooning combined ratios demand better methods. This guide reveals how AI and new data sources provide significant lift over traditional models for hail and wind risk.
Download ResourceZestyAI
From ZestyAI
Explore how AI is reshaping underwriting, pricing, and claims--while meeting rising regulatory expectations. This special guide cuts through the noise to reveal real-world use cases, debunk myths, and offer actionable best practices for responsible implementation.
Download ResourceZestyAI
From ZestyAI
Roof age is one of the most critical factors in property insurance, yet it?s also one of the most unreliable. For years, insurers have relied on self-reported or agent-supplied data that is often inaccurate, incomplete, or outdated. This report reveals how an AI-powered, multi-source approach provides the truth about roof age and its impact on risk.
Download Resource