Our agents get 5-7 qualified appointments per day — every day. No prospecting and our advisors handle everything from application.

There is so much paralysis at play inside a carrier weighing decisions about modernization. And why shouldn’t there be? It’s risky. Whether undertaking an ambitious in-house build or handing over your infrastructure to a tech provider, a lot of stakeholders are going to have reasonable concerns.

For decades, the insurance software pendulum has swung between buy and build. It’s never been an easy decision, but at times it’s been clear there wasn’t a good solution available to buy (think about the late 1990s), or that an entire segment of the industry was buying packaged solutions (think CSC in the 1980s and 1990s, or Guidewire and Duck Creek for P&C carriers in the 2010s).

Each year, thousands of term life insurance policies approach the end of their initial level premium period. Because these dates can easily be overlooked amid busy schedules, clients might not notice the transition until they receive a renewal notice from their carrier.

If you are looking for a definitive way to move beyond the cold-calling cycle and into a room full of engaged, qualified prospects at once, educational workshops can be one of the most effective growth strategies available.