TomZack
Super Genius
- 100
There doesn't seem to be a topic heading addressing this aspect niche specifically, so I'll put it here. There is a 'direct mail' topic and there is a 'technology' topic but those don't really address this niche. If I am wrong I am sure someone will correct me. Apologies, if so.
I am in search mode for an effective 'digital way' (read that - internet/laptop) of interacting with prospects that would be essentially a turnkey (modular?) web presentation for Life/health only licensed agents.
Coincidentally, I am actively seeking this at a time when coronavirus is becoming more of a concern, though that isn't the reason for me wanting to use it.
Modular in the sense that you can emphasize or skip certain topic areas of interest (i.e. small business topics, individuals/families, benefits, retirement, disability, etc.
If not modular, then a few different self contained presentations on specific topics. Something that you can use during a phone call by screen sharing or to have a prospect check out at their leisure.
I know that there are many out there - either from the insurance/annuity companies themselves or from FMO, BGAs, IMOs. But I don't which ones would be good for such use. It is a lot to track down, and I have no idea which ones might be better than others for peaking interest and wanting to know more.
Hoping someone will be using something now that they know works for them and would be willing to share.
I only work in Connecticut.
Any help, suggestions would be appreciated.
P.S. I don't mean any of the expensive systems like LEAP, etc that that time to learn, and are highly complicated with info overload. A simple system or presentation that gets the ball rolling is all I seek.
T
I am in search mode for an effective 'digital way' (read that - internet/laptop) of interacting with prospects that would be essentially a turnkey (modular?) web presentation for Life/health only licensed agents.
Coincidentally, I am actively seeking this at a time when coronavirus is becoming more of a concern, though that isn't the reason for me wanting to use it.
Modular in the sense that you can emphasize or skip certain topic areas of interest (i.e. small business topics, individuals/families, benefits, retirement, disability, etc.
If not modular, then a few different self contained presentations on specific topics. Something that you can use during a phone call by screen sharing or to have a prospect check out at their leisure.
I know that there are many out there - either from the insurance/annuity companies themselves or from FMO, BGAs, IMOs. But I don't which ones would be good for such use. It is a lot to track down, and I have no idea which ones might be better than others for peaking interest and wanting to know more.
Hoping someone will be using something now that they know works for them and would be willing to share.
I only work in Connecticut.
Any help, suggestions would be appreciated.
P.S. I don't mean any of the expensive systems like LEAP, etc that that time to learn, and are highly complicated with info overload. A simple system or presentation that gets the ball rolling is all I seek.
T
