12 tips for generational outreach – and a new tool to...

AIG shares 12 tips to help financial professionals effectively reach out to prospective clients, and executive Kirsten Lees explains how the company created a new tool intended to quickly pinpoint life insurance solutions based on a few simple questions.

HSAs remain a mystery to half of Americans

New joint study finds a big opportunity to educate consumers, employers and even advisors on the value of using Health Savings Accounts for tax-free asset growth and as a financial hedge against retirement health care costs.

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How Kanopy Insurance generates over 400 new policies monthly

Ryan McClintock, Co-Founder and CEO of Kanopy Insurance, chose Velocify as the company’s lead management system as he launched Kanopy Insurance.

“With Velocify my agents can effectively manage prospects from inquiry-to-quote-to-close,” said McClintock. “Velocify puts the focus back on selling by taking the guesswork out of the sales process and follow-up.”

Looking to increase agent productivity and write more policies? Learn more or contact Velocify by visiting our website, velocify.com

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