Agent & Broker

Building tight relationships with clients by staying in touch personally is easy and is the best offense against today's wave of disrupters.

Every broker-customer communication will now need to be audited to determine whether it constitutes a "recommendation."

There’s no denying video’s effectiveness in attracting and informing viewers. It’s critical to use it to attract, engage and retain clients.

Despite the threat of disintermediation, the broker survives and, in many case, prospers. Why is this?

Social marketing and social selling may be all the rage -- but they don't lend themselves to insurance.

Insurance is sold on the basis of ignorance, not information. Innovators can change that dynamic -- but regulators may need to step in.

While cybersecurity threats should keep brokers on their toes, they don’t have to transform you into a tech-fearing Luddite.

Are there qualities or attributes that enable the best salespeople to be persuasive? I have only been able to identify one.