It can be difficult to shift your routines to rely on technology more to maintain your relationships with clients, and spending all day on your computer and mobile devices can cause technology fatigue. However, at their core, technology tools are designed to make our lives easier.
Read moreIn a survey of more than 300 industry professionals, 62 percent are piloting AI and machine learning programs, while 75 percent believe AI and machine learning offer carriers a competitive advantage.
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.
Within 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.
It’s important to understand where consumers are in their buying journey. The most efficient and effective way to do that is to leverage behavioral data at the individual consumer level to meet actively shopping consumers in the market, on their terms.
Whether we like it or not, “working from home,” a phrase heard countless times the past few weeks, is our new normal. It’s time to get on the bandwagon with a work-from-home routine and some new skills as well.
So, you’re Zooming and using all sorts of tools to work remotely. Well, that’s kind of the problem. A fixable problem. Here are some tips for a safe and protected home office setup.
The insurance industry’s traditional face-to-face consultative sales approach has proven to be remarkably resilient, but the COVID-19 pandemic has thrown a wrench into this distribution model.
LIMRA surveyed financial services firms to determine whether they have detected increased levels of criminal activity. The study finds 4 in 10 companies report an uptick in malicious emails and account takeover attempts over the past 30 days.
Technology enables advisors to keep their practices humming and continue serving their clients in the midst of the COVID-19 crisis, said an advisor from Tennessee who described what he is doing now that social distancing has required him to work from home.
