3 steps to proactively manage orphan policies
More than 40 percent of all life insurance policies are considered orphans with no active agent servicing the policyholder. And the problem is only getting worse.
Essential tech tools for advisors in 2017
Mobile apps? Not so fast.
Is a CRM the key to increasing sales and enhancing service?
Customer relationship management systems designed for agents and advisors are changing...everything.
Wells Fargo, Advisors Say Rollout of New Tech Tool Is ‘Big Win’
Recently launched dashboard brings different applications together so advisors have one view of client account information.
Know your client: Asset managers boost digital investments
Nearly 6 in 10 large asset managers expect to increase spending over the next 12 months on CRM solutions.
Why many insurers are investing in CRM systems
It may come as a surprise to many insurers that CRM is experiencing a resurgence.
11 signs that it's time for a new agency management system
Selecting and implementing a new AMS should not be taken lightly. Here are 11 reasons to get started.
Lesson Learned: One New Piece of Tech at a Time
Goal: Add software to become more efficient. Challenge: Adding more than one at a time can slow you down.
AHIP meeting: Wizards of R's
Judges, and medicines, and three R's risk-management programs. Oh my.
What should be on an insurance agent’s mobile wish list?
Health and life insurance brokers need mobile features that match and assist their busy, on-the-go lifestyles with online and offline capabilities.