Mining for Conversion Opportunities
Mining for Conversion Opportunities
When choosing a term life insurance carrier for clients, consider the conversion benefits of PL Promise Conversion UL—including the ability to mine inforce policy data to identify clients nearing the end of their conversion period through Producer Bay for easier policy review and cross-sell opportunities. Reach out to your PL Promise sales team for a demo!
Tool to Help Start the Conversion Conversation
With life changes, opportunities can expand. It may be time for clients make sure they’re covered for the long term. Show your policyholders just how easy converting to PL Promise Conversion UL can be with this handy client flyer.
Video Call Hacks
Whether it’s an internal company huddle, a client meeting, or a sales webinar, video calls have become a key communication method today. Video has quickly replaced in-person meetings, as more people than ever are working from home. Learn how to optimize your video calls with these simple tricks to get a studio-quality look in this edition of Broad Market Insights.
Where Will You Find Your Next Client?
Build your professional network to help build your life insurance business. A large majority of new clients of life insurance producers and professional advisors are found via referrals from strategic alliances such as CPAs, business or estate planning attorneys, property and casualty agents, etc. Check out this Building and Nurturing Strategic Alliances with Professional Advisors guide to get started.