Marketing and Lead Generation
Insurance lead generation news and tips, including strategies for using technology, outside vendors, and data analysis to improve lead generation efforts.
Cover Story: Invest Globally, Advise Locally
By James J. GreenAdvisors operate in a worldwide sphere when it comes to planning for clients, and over the past year, investment globalization has been the place to...
January 01, 2010
More dead than aliveDo you hold on to old leads and prospects that are extremely aged,
January 01, 2010
50 Best Ways to Generate LeadsFrom talking to advisors, I often hear that "lead generation" is a talent they have, but one in which they could continue to develop. Well, worry no more.
December 31, 2009
Bridging the generation gapMarketing to prospective clients is tricky business, especially when pursuing clients of a different generation.
December 31, 2009
More dead than aliveDo you hold on to old leads and prospects that are extremely aged,
December 31, 2009
50 Best Ways to Generate LeadsFrom talking to advisors, I often hear that "lead generation" is a talent they have, but one in which they could continue to develop. Well, worry no more.
December 21, 2009
The Evolution of Automated Underwriting Software Systems1st Generation: These are black box systems which were probably enforced/encouraged on an insurer's underwriting team to ensure consistency as well as a bare minimum standard of underwriting decision making.
December 20, 2009
The Evolution of Automated Underwriting Software Systems1st Generation: These are black box systems which were probably enforced/encouraged on an insurer's underwriting team to ensure consistency as well as a bare minimum standard of underwriting decision making.