Let data tell you the best day and time to dial that lead

Let’s face it. It’s 2016. When it comes to sales and marketing, data is king. Agents today must juggle all sorts of tasks. Knowing when...

Poll: Agents Discuss the Most Difficult Aspects of Selling Insurance

Is it knowing about your products?  Finding new people to pitch these products to?  Or retaining good clients after you’ve sold to them?  We...

New ‘LinkedIn ProFinder’ – a great opportunity to generate leads?

As you may or may not be aware, LinkedIn quietly launched a new service called ProFinder recently that matches LinkedIn members in need of...

Your best leads are staring you in the face: 6 ideas for mining files

His smartphone alert reminded the advisor that it was time to make the call. He had done a search on five-year levelterm policies that...

5 ways Big Data is making a splash in the insurance industry

There are conflicting opinions on when the term Big Data really came onto the scene, but it is undeniable that its notoriety has skyrocketed...

The Ins and Outs of Giving Up On A Lead

We asked our forum members about when they decide to throw in the towel and walk away from a lead.  Some proved to be...

Direct mail triggers more consumers to recognize they need life insurance

Yet more people end up buying a policy working with a financial professional, according to new study examining the four stages of the life purchase process.

Sales organizations embrace exploding sales technology landscape, study finds

Web and social prospecting are on the rise; 83% of high-growth sales organizations already use five or more sales technologies.

Generating referrals: How to get introduced in a virtual world

Referral coach Bill Cates shares how you can secure a good introduction working in this virtual business environment (and beyond): An email introduction.

5 ways fast-growth agents use tech to get the phones to ring: The surprising...

There are three ways to make money in the insurance industry: A) Get new clients. B) Get more revenue per client. C) Keep clients longer.   They all matter....