That rapport can lead to more effective recommendations. 5. Facilitate the creation of a new client narrative. Ask open-ended questions, such as, “How might you go about that in order to succeed?” Discuss alternatives....
What You Need to Know Was the sales lead information correct when it came in? Have you updated it? What tools are you using to validate lead information and keep it current? There are...
Article 0 Comments New You can now listen to Insurance Journal articles! Three Florida men were arrested Thursday and charged with illegally making more than $22 million by insider trading ahead of the public...
Article 0 Comments New You can now listen to Insurance Journal articles! A firefighter from Georgia and two fathers who drowned while trying to save their children are among at least 10 recent victims...
CSIO’s Commercial Lines (CL) Working Group Forges Ahead with CL Data Standards by Publishing Quote and Bind Requirements for Two More Segments Toronto, ON (June 28, 2023) – CSIO is pleased to announce that...
Toronto ON (June 28, 2023) – Wisedocs, an artificial intelligence software platform for the insurance industry, is pleased to announce the launch of their new AI Medical Summary Platform. Wisedocs’ AI Medical Summary Platform...
By Stephen Adams, Product Marketing Manager, Skopenow — Connections are the lifeblood of the internet, with people and businesses interacting and leaving digital traces across social media platforms, online marketplaces, websites, and forums at...
Three initial advisor-provided client experiences can set in motion the “human-centric” aspect of financial planning. It starts on the advisor’s website. But the “most connective is the client discovery meeting. That’s where the glue...
Article 0 Comments The Workers’ Compensation Insurance Rating Bureau of California released its report on workers’ compensation losses and expenses for 2022. Key findings in the report include: Medical losses paid in 2022 were...
Toronto, ON (June 26, 2023) – FIRST Insurance Funding of Canada (FIRST Canada), the industry leader in payment solutions, is pleased to announce a strategic partnership with Red Planet Software, a leading global provider...
