What are the most important market trends that agents need to be aware of this year in small or large group? Jennifer Lisanti, Director of Sales, Beere & Purves: Both segments have been very flat […]
Voice technology is nothing new, with Apple’s Siri, Amazon’s Alexa, Microsoft’s Cortana and Google’s Assistant. In fact, it’s an emerging component to many platforms attempting to break out in the insurtech industry, but we’re […]
With so much power at our fingertips modern technology has made life more convenient than ever before. Say your client is overseas and forgot to pack socks. They don’t need a car to run to […]
Over the last decade ensuring healthcare needs will be met in retirement has become one of the top priorities for clients of financial professionals. This reflects growing awareness that health-related costs – Medicare, […]
Like last month’s article, this is for those of you who use slides when giving presentations. Good slides can enhance your talk. Bad ones can undermine it. For the sake of your audience, strive to […]
Intelligent Customer Relationship Managercan take your business to the next level By Adam Edmonds Every business and industry has different needs and, in the age of the customer, you need a customer relationship manager (CRM) […]
California Broker Magazine ©