Marketing and Lead Generation
Insurance lead generation news and tips, including strategies for using technology, outside vendors, and data analysis to improve lead generation efforts.
February 16, 2010
More dead than aliveClogging up a sales pipeline with prospects that are going nowhere is self-destructive.
February 01, 2010
Cover Story: Invest Globally, Advise LocallyAdvisors operate in a worldwide sphere when it comes to planning for clients, and over the past year, investment globalization has been the place to...
January 27, 2010
Boomers own half of BritainMembers of the post-war "baby boom" generation own almost half of all the peronal wealth in the country, according to London's Telegraph newspaper. People under 45,...
January 01, 2010
Bridging the generation gapMarketing to prospective clients is tricky business, especially when pursuing clients of a different generation.
January 01, 2010
More dead than aliveDo you hold on to old leads and prospects that are extremely aged,
January 01, 2010
50 Best Ways to Generate LeadsFrom talking to advisors, I often hear that "lead generation" is a talent they have, but one in which they could continue to develop. Well, worry no more.
December 31, 2009
Bridging the generation gapMarketing to prospective clients is tricky business, especially when pursuing clients of a different generation.
December 31, 2009
More dead than aliveDo you hold on to old leads and prospects that are extremely aged,
December 31, 2009
50 Best Ways to Generate LeadsFrom talking to advisors, I often hear that "lead generation" is a talent they have, but one in which they could continue to develop. Well, worry no more.
December 21, 2009
The Evolution of Automated Underwriting Software Systems1st Generation: These are black box systems which were probably enforced/encouraged on an insurer's underwriting team to ensure consistency as well as a bare minimum standard of underwriting decision making.