Filed Under:Life Insurance, Sales Strategies

Using Tablets to Boost Your Business

Photo credit: watcharakun
Photo credit: watcharakun

If you’ve been wondering when the mobile revolution will truly take hold in the life insurance business, get ready: it’s happening this very moment.

This may seem like hyperbole since, after all, we’ve had laptops for decades and smartphones have become increasingly prominent in our business lives. But it is the latest technology development — the tablet — that is as big and important as the futurists claim. This portable device is accelerating the mobile revolution. For those life agents who adopt and master it now, tablet use can provide a competitive advantage and a means to increase client satisfaction and sales in the near term.

More Agility as an Educator

Life insurance is a highly complex subject, wrapped inside a larger cipher known as financial services. Your clients all have different aptitudes for understanding life insurance concepts, which requires you to be very agile and responsive when you conduct assessments and explain certain topics. New mobile tools, particularly tablets, give you ready access to two types of information.

Faster Sale Closings

Indeed, the implementation of tablet or other mobile technology in your agency can accelerate the sales process — without rushing it and with an improved client experience. The reason for this is the speed and facility with which you can create and modify illustrations for clients and formalize quotes. With mobile devices, it takes just minutes to conduct these two crucial processes, and importantly, they can be accomplished in one meeting.

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Nichole Morford

Nichole Morford
Managing Editor

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