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According to the study, roughly, 85 million Americans use social media to learn more about financial advisors. Six in 10 of these consumers say they use social media sites to find information on financial services products and services or were looking for reviews on financial professionals.
Read moreWithin the last decade, the industry has striven to make e-delivery the standard. Protective Life began offering it in 2008, with most other insurers quickly following suit. But customers and demanding more efficiency and services all the time. Here are a few tips to improve e-delivery.
Seventy percent of the financial services executives surveyed said their institutions have either recently completed an update of their risk management program or have one in progress.
The New York Department of Financial Services passed tough cybersecurity rules for financial services last year, and more states are working on their own versions.
Pacific Life is partnering with Salesforce on a new initiative it calls the NextGen CRM Program, designed to bridge the gap between Pacific Life’s sales, service and marketing teams and reimagine how they engage with financial professionals, Pacific Life said in a news release.
Insurance-quote websites designed to resemble the government-run marketplaces spend millions of dollars for top billing on Google when people search keywords like “Obamacare plans,” “ACA insurance,” and even “healthcare.gov.” Rather than selling insurance directly, they hand off consumers to agents.
InsurTech investors completed 85 deals with a total value of $1.42 billion during Q1, 2019, marking the third-straight quarter to deliver more than $1 billion in funding. Deal count increased by 35% over Q4, 2018, although total funding decreased by 11%.
The best thing an insurance agent can do is generate their own leads, but knowing where to start and what you need to make it possible can be scary and confusing. But you can generate your own leads, and the specific set of tools that you need, once you have them, will cost you more time than it will money.
