Marketing

  • Top of Mind for Insurance Leadership: New Business Models and Products in a New Digital Era of Insurance
    Top of Mind for Insurance Leadership: New Business Models and Products in a New Digital Era of Insurance

    Platform-based solutions enable innovation and speed to value in a rapidly changing insurance industry

    The digital era shift is realigning fundamental elements of business that require major adjustments from insurers in order for them to survive and thrive, according to a new thought leadership report released today by Majesco, a global provider of core insurance platform software and consulting services for insurance business transformation.
    read more
  • How Digital Habits Are Driving Shifts In Financial Attitudes
    How Digital Habits Are Driving Shifts In Financial Attitudes

    Consumers are growing more comfortable conducting financial activities with non-traditional technology providers

    The latest quarterly consumer trends research from Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, shows that as the importance of digital engagement has grown, so has consumer comfort using non-financial companies to conduct financial activities.
    read more
  • Sales Culture Eats Strategy for Breakfast
    Sales Culture Eats Strategy for Breakfast

    How to Create a Sales Culture for Increased Profits, Faster Revenue Growth, and Better Salesforce Retention

    by John Waid

    Don’t you wish your salesforce sold twice as much as your competitors, your business was extremely profitable and your salespeople and customers loved you? Is this even possible?
    read more
  • Bridging The Big Advice Gaps
    Bridging The Big Advice Gaps

    When Financial Tasks Are Difficult, Consumers Don’t Seek Help

    The vast majority of consumers who find a financial task difficult don’t seek help, creating large advice gaps, as seen in a new report from Hearts & Wallets, the source for retail investor data and insights. 
    read more
  • People, Priorities and Processes
    People, Priorities and Processes

    For insurers today, it's all about getting the data basics right

    Ben Moreland

    If you wanted to chart a course for “the perfect world” of insurance data collection and use, you would likely work in three stages. First, you would lay the groundwork by preparing the organization and its people and processes for a shift in how it governs and prioritizes its data and related projects. Next, you…
    read more
  • Practice Management: Building Value & Wealth
    Practice Management: Building Value & Wealth

    There are new superheroes to help grow your business: Introducing The Intangibles

    by Baldwin Tom

    There are seven capital investments available for organizations to build value and wealth. These capital investments are Human, Relationship, Spiritual, Customer, Organizational, Physical, and Financial.
    read more
  • Connecting with Customers Through the Keyboard
    Connecting with Customers Through the Keyboard

    Chat is no longer a novelty, and more customers expect their service providers to offer it

    by Kate Zabriskie

    Providing exceptional service via chat involves more than simply choosing a technology platform. Chat is a distinct communication channel with its own set of rules, and organizations that choose to implement a chat system need to prepare their service representatives to use it effectively.
    read more
  • Cybersecurity and Small Businesses: Are You Protecting Your Customers?
    Cybersecurity and Small Businesses: Are You Protecting Your Customers?

    Many small business think they're not a target...  But they most definitely are

    Small businesses aren’t immune to cybercrime. The cyberthreat landscape has evolved; attacks don’t stem from just  rogue hackers hoping to get access to corporate secrets from large businesses.
    read more
  • Charitable Donors Intend to Maintain Giving Levels, But May Not Understand Tax Reform’s Impact on Donations
    Charitable Donors Intend to Maintain Giving Levels, But May Not Understand Tax Reform’s Impact on Donations

    Four questions donors should ask about tax reform

    Fidelity Charitable’s new research indicates that donors’ commitment to giving remains strong in the wake of tax reform—82% of donors who itemized deductions on their 2017 taxes plan to maintain or increase their giving in 2018.
    read more
  • Benefits: Engineering Family Financial Security
    Benefits: Engineering Family Financial Security

    Navigate three Voluntary Life plan challenges for easier enrollment, onboarding

    by Joi Tillman

    Voluntary Life insurance is a sought-after benefit and employees expect it to be offered through their employer. The increase in financial security to the employee’s family outweighs the additional administrative tasks required to install and maintain the plan.
    read more
  • Forget Food Delivery: Consumers More Hungry to Automate Their Finances Than Any Other Daily Task
    Forget Food Delivery: Consumers More Hungry to Automate Their Finances Than Any Other Daily Task

    Nearly 60 percent of Americans expect to use a robo-advisor by 2025

    Charles Schwab’s Consumer Digital Demands, a survey of 1,000 U.S. consumers, reveals that Americans are more likely to automate their day-to-day finances than other daily activities.
    read more
  • Wellthie Partners With Leading Benefits Broker OneDigital to Increase Access to Employee Benefits for Small Businesses
    Wellthie Partners With Leading Benefits Broker OneDigital to Increase Access to Employee Benefits for Small Businesses

    Partnership will Allow OneDigital Team Members to Utilize Wellthie's Robust National Small Group Marketplace

    Wellthie, a leading provider of next-generation technology solutions to help brokers and insurance carriers thrive in the digital age, has announced a partnership with OneDigital Health and Benefits, the nation's largest company focused exclusively on employee benefits and HR.
    read more
  • The Selling Points For Voluntary Benefits? Talk About The Need
    The Selling Points For Voluntary Benefits? Talk About The Need

    Advisor must build agreement on Voluntary Life planning discussions

    by Joi Tillman

    When it comes to decisions in offering Voluntary group life insurance to your employees, there are two big questions to consider: How much coverage should you offer, and, is the effort worthwhile?
    read more