Are Virtual Sales Techniques Here to Stay?

Happy young man using laptop. Close-up.

The pandemic accelerated the technological evolution in many industries, the insurance industry included. For many carriers, IMO’s and clients, the crisis has accelerated efforts to adopt a digital-minded approach.  This includes an effort to modernize infrastructure,  improve data capabilities and security, and embrace contactless, digital underwriting and claims processes. Success for businesses means adapting and […]

Tips for a Successful First Client Meeting

Asking the right questions during a fact-finding meeting is key to impressing your clients, allowing you to start your relationship off on the right foot. Read on to learn more about the importance of first meeting fact-finders, including tips on making a lasting positive impression. The Key to a Successful Fact-Finding Meeting Fact-finders should cover qualitative […]