Client Engagement It’s About One Click: Lessons Insurance Agents Can Learn From Amazon Consumers are leading an e-commerce revolution, fueled by the easy and instantaneous customer experience introduced…Dan PiersonOctober 7, 2020
Prospecting Insurance Sales ROI: Are you doing the right math? As an insurance advisor, lead generation must consistently be on your mind. Having an efficient…Dan PiersonSeptember 30, 2020
Prospecting Successful Insurance Agents Love the Sandwich (Generation) Generations are a common topic of analysis in the insurance industry. From Baby Boomers to…Dan PiersonSeptember 23, 2020
Business Building Staying Ahead of the Curve for Insurance Agents Becoming a better insurance agent is a never-ending process. Our industry is well represented by…Dan PiersonSeptember 16, 2020
Successful Insurance Agent Unlocking Success for Insurance Agents There’s a reason we’ve all heard that “communication is key.” Whether a relationship is personal…Dan PiersonSeptember 2, 2020
Digital Workspace What is a Digital Workspace for Insurance Advisors? Insurance has traditionally been a low-touch industry, one in which advisors and clients can go…Dan PiersonAugust 26, 2020
Prospecting What Insurance Advisors Need to Know About Millennials Millennials recently overtook Baby Boomers as the largest living generation in the United States and…Dan PiersonAugust 19, 2020
Digital Workspace Insurance Advisors: Dress for (Online) Success First impressions matter. That’s why, for decades, “dressing for success” has been a key piece…Krystal LockwoodAugust 12, 2020
Digital Workspace What Insurance Agents and Advisors Need to Know About Privacy As our world becomes more digital, privacy has become an increasing concern – particularly for…Dan PiersonAugust 5, 2020
Insurance News Insurance Technology: Past, Present & Future [Q&A with Marc Schwartz] Technology has been pivotal in transforming the life insurance sector for decades – and adapting…Dan PiersonJuly 29, 2020
Digital Workspace Let’s Link – Collaborate with clients in a secure virtual workspace As a leader in life insurance technology since 2014, LegacyShield has provided insurtech solutions that…Dan PiersonJuly 22, 2020
Prospecting Insurance Lead Generation Lead generation and networking for referrals are the foundation for building and growing your book…Dan PiersonJuly 15, 2020