This is the third year I’ve published a life insurance agent’s to-do list. The list represents my humble attempt to suggest ways for agents to be more productive and effective in the year ahead. A few ...

LIMRA and Boston Consulting Group partnered to study top performing life insurance agents across all distribution channels while identifying premier carriers based on established benchmarks. The ...

For many insurance agents, a day at the office often does not go as planned. The goal of any insurance agent is to spend the majority of time bringing in new business, a considerable amount of time ...

An insurance customer relationship management (CRM) software is a solution that helps insurance agencies, providers, or brokers manage all business tasks while maintaining high customer service. From ...