Vertafore partners with Rocket Referrals to bring AI-powered integrated email, campaign and reputation management tools into agents’ daily workflows.
Recent Practice Building News
While live, in-person conferences may still be a few months away, that doesn’t mean there aren’t some great educational events on tap this February for life insurance professionals with NAILBA and LIMRA offering up top-notch headliners.
AAMSI moves dates for national event in Chicago from April to September.
The “world's largest gathering on insurance innovation and digital transformation” is scheduled for early October on the Las Vegas Strip.
Advisors are uniquely positioned to offer their clients financial solutions to help guide them through times of uncertainty
The online conference will focus on delivering content-rich education and peer-to-peer interaction.
Financial security professionals launch new organization to “help more Americans build and protect their financial future.”
Led by incoming President Ian Green, leadership team aims to empower members and their clients to come out ahead of the global crisis.
Referral coach Bill Cates shares how you can secure a good introduction working in this virtual business environment (and beyond): An email introduction.
Registration is now open for ITC Global, the world’s largest gathering on insurance innovation and digital transformation.