4 Easy Ways to Help Clients Give Beneficiaries Policy Info
Beneficiaries don't benefit unless they make a claim - and you can help. Here are 4 ways to help your clients give beneficiaries policy info.
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Go Remote: How to Take Your Agency Online
The world is a strange place right now! Instead of worrying or waiting, here's how to take your agency online right now so you can keep serving clients.
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8 Easy Marketing and Social Media Updates
These easy marketing and social media updates will help you make sure your info is correct and consistent across all platforms.
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Use Zapier to Automate Calendars, Lists, Social Media & More
Here's how to use Zapier to automate your social media, client tracking, calendar synchronization, data backup, and more.
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Lessons Learned from a Life Insurance Mystery Shopper
In direct-to-consumer life insurance sales, what separates a carrier from an independent agent? One life insurance mystery shopper found out.
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Distribute, Analyze, and Market Your Client Testimonial Questionnaire
When you ask good questions, you get great feedback. Here's how to use your client testimonial questionnaire to improve your business.
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How to Create a Client Testimonial Questionnaire
To help your clients provide specific and descriptive testimonials, you need a client testimonial questionnaire. Here's how to create one.
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5 Steps to Create Your Agency's Brand Guidelines
Brand guidelines help you create a unified look, feel, and tone in your marketing efforts. Use our free template to get started now.
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How to Request Client Data from Carriers & BGAs
This is the last of our series on consolidating your contact and client data. In this post, we'll look at how to request client data from carriers and BGAs.
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9 Ideas for a Client Onboarding Welcome Kit
Do you have a plan for welcoming new clients to your agency? Your client onboarding kit should contain contact info, a referral request, and more.
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