Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
ThinkAdvisor

Life Health > Health Insurance > Health Insurance

Reinventing the sales cycle

X
Your article was successfully shared with the contacts you provided.
Our guest this week believes that to it is time to reinvent the sales cycle. If we examine the employee benefits distribution process over the past fifty years, we’ll discover that it has not changed much and is still manual, inefficient, and time consuming.
 
Matthew Wood, VP of Sales & Technology at Lidac, believes that technology and an end-to-end managed sales cycle is the answer for advisors who are being asked to do more with less.  We learn how to become more productive by using automation and Web 2.0 solutions to add time to your day. On this program we explore the opportunities presented when both the front and the back-end process is completely reimagined.
 
Check back  here every Tuesday, or subscribe to ShiftShapers at  iTunes so you automatically receive all of the amazing upcoming episodes. You can also register for special events and be notified of upcoming interviews at  www.shiftshapersonline.com.
 
(Sponsored by miEdge.biz)