Practice Building NEWS


New tool for independent agencies aims to bolster client engagement

Vertafore partners with Rocket Referrals to bring AI-powered integrated email, campaign and reputation management tools into agents’ daily workflows.

Insurance Agent Discussions

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Virtual industry events offer strong content lineup in February

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.

2021 Med Supp Summit Rescheduled as Live Event

AAMSI moves dates for national event in Chicago from April to September.

InsureTech Connect moving to Mandalay Bay in 2021

The “world's largest gathering on insurance innovation and digital transformation” is scheduled for early October on the Las Vegas Strip.

MDRT launches separate, digital association: ‘MDRT Academy’

Created to help financial pros increase production to MDRT qualification levels, new association’s resources are 100% digital

Communicating the value of Individual Disability Insurance to clients

Advisors are uniquely positioned to offer their clients financial solutions to help guide them through times of uncertainty

NAIFA Virtual Performance + Purpose Conference set for Oct. 6-8

The online conference will focus on delivering content-rich education and peer-to-peer interaction.

AALU, GAMA are now called ‘Finseca’

Financial security professionals launch new organization to “help more Americans build and protect their financial future.”

2021 MDRT Executive Committee aims to support and drive industry

Led by incoming President Ian Green, leadership team aims to empower members and their clients to come out ahead of the global crisis.

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.

InsureTech Connect changes name to ITC Global, announces innovative digital event experience

Registration is now open for ITC Global, the world’s largest gathering on insurance innovation and digital transformation.

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