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
Client Engagement Advisors: Your Clients’ Legacies Are More Than Numbers You’re the financial expert. You’re the person your clients turn to in order to determine…Dan PiersonJanuary 27, 2020
Client Engagement Who’s Driving, Anyway? Insurance Pros Should Give Keys to Consumers Customers need to be in control of how they engage with the insurance industry. Positioning…Dan PiersonAugust 22, 2019
Client Engagement Does an Insurance Carrier and Consumer Relationship Make Sense? There’s a growing trend in today’s marketplace that surpasses all industry boundaries and supersedes any…Dan PiersonAugust 14, 2019