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From The Field Exclusive News
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How Insurers Can Use Data To Deliver Added Value, Improve Customer Service

May 19, 2022 Monthly Focus No comments.
Businessman analysing the data on futuristic screen

To use data effectively, insurers must automate operational processes such as customer relationship management integration, claims processing and risk assessment.

Read more
May 16, 2022
Investors are eyeing new and different investments.

Mass Affluent Investors Demanding More Complex Financial Products

Digitalization helps wealth managers broaden their product offering to meet emerging demands.

May 16, 2022
Portrait of two happy help line agents at workplace

3 Ways To Improve Your Cold-Calling Skills

With virtual and digital leading so many strategic business discussions, it’s easy to forget the value of traditional cold calling in building business relationships.

What Advisors Need To Know About Long-Term DI Costs

May 13, 2022

May is Disability Insurance Awareness Month. It’s the perfect time to highlight disability insurance to agents, brokers and advisors who may be interested in adding this relatively untapped product to their arsenal.

May 10, 2022

Recommending FIAs: Start With The Client’s Objective

With the increased popularity of fixed indexed annuities, insurers have become more creative in some design of FIA features and benefits.

May 9, 2022

Guided Intelligence Can Help Sales Managers In The Work-From-Home Environment

Managers face tremendous challenges in overseeing sales representatives in the work-from-home world. Here is how guided intelligence can help give them eyes and ears.

April 26, 2022

More Consumers Are Seeking Financial Help. Are Advisors Ready?

Top advisors who have adopted technology are growing their book of business revenue by 26%, year-to-year.

April 26, 2022

Can Underwriting Technology Help Insurance Companies Meet Consumer Expectations?

Within the world of insurance underwriting, automation improves carriers’ overall workflow by achieving greater speed and efficiency, adapting to changing business needs, reducing human error, and improving team roles, responsibilities and overall company production.

How Integrated AI Can Take The Heat Off Contact Center Workers

April 7, 2022

One of the biggest challenges confronting insurance companies is maintaining a high level of customer support from frontline workers in the face of high employee quit rates for contact centers across all industries.

April 5, 2022
Technology use is growing quickly among consumers.

Study: Digital Preference Just As Strong Among Older Clients

Almost all interviewed investors – whether ultra-high net worth, millennials or baby boomers – indicated that digital would be their preferred communication channel in the future.

April 1, 2022
Integrity Marketing Group is acquiring Ash Brokerage in a blockbuster deal.

Why AI In Insurance Is The Key To Survival

Artificial intelligence will play an even more meaningful role in the insurance field in the years to come.

Allowing Employees To Overpay For Health Benefits Is Risky

April 1, 2022

Employers now have a clear fiduciary responsibility to ensure their health plans provide a benefit to participants.

The Market Will Come Back: What Financial Advisors Are Telling Clients About World Events

March 31, 2022

Can we still make more money in a market as volatile as this? The answer is yes.

March 29, 2022
Retirement planning requires real-world expertise.

The Goldilocks Plan Is A Fairy Tale: How World Events Impact Retirement

Retirees and preretirees often hope for a Goldilocks financial world where investment returns increase year after year, nest eggs are more than adequate to support a long retirement, and there’s money left over to fund bequests to children, grandchildren and favorite charities.

Creating Order From Chaos: Data Integration For The Insurance Industry

March 25, 2022

The first step in digital transformation is to tame the data dinosaur.

March 24, 2022
Artificial intelligence could provide a big boost to the IMO sales process.

How AI Will Redefine The Role Of IMOs

IMOs with the appetite and ability to analyze big data and accurately forecast customer product and channel engagement demands will outsmart the competition.

March 23, 2022
Financial education programs are proving beneficial for employees and employers both.

How Health Insurers Can Elevate The User Experience

Decentralized communications between insurers, employers and health care providers historically created frustration for consumers and inefficiencies for insurers.

March 14, 2022
Financial education programs are proving beneficial for employees and employers both.

How Emotional Connections Can Elevate Your Business

According to a 2020 MDRT study, 85% of Americans would be more likely to trust recommendations from human advisors who demonstrate emotional intelligence, or EQ.

4 Ways To Combat P/C ‘Mega-Risks’ In 2022

March 4, 2022

The property/casualty insurance market is moving away from transactional coverage and moving more toward comanagement of risk.

Commentary: Why We Must Join Together To Launch A Bold New Era Of Annuity Sales Growth

March 2, 2022

We are about to enter a new era in personal finance that will be characterized by a sharp focus on risk mitigation.

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