Agent’s Sales Journal

December 2011


Editor's Blog


Prospecting Corner

Fact Finder

  • Changing the Game – Literally

    Based in the very granola surroundings of Eugene, Ore., Mallery stepped aside from a career in publishing to pursue opportunities in insurance and financial planning. But he says that many of the inquisitive and evaluative tools from his days in media help him better serve his clients. He now runs...

Selling Guides

  • A Brave New World

    Your future success as a financial advisor may depend on your integration of new electronic tools. Or, they might just be cool toys to help boost your business. Either way, staying on top of new technology can’t hurt.

  • Optimizing for Success

    Optimizing life and insurance agents’ daily business lives is a goal of all insurance agencies. Just like in any business, today’s modern enterprise seeks tools for both efficiency and productivity and is constantly looking for new and effective ways to boost employee workflow.

  • The Best of the Rest

    ClaimAble is Web-based claims management software that lets you keep your claims data organized, stores documents and creates reports to share with your clients.

  • Building a Constant Connection

    Selling insurance is personal business. Clients share private details such as their medical history, savings and plans for the future

  • Mobile Technology for the Life Insurance Producer: Is It a Fad or the Future?

    Those who ignore the mobile technology revolution may place their businesses at a disadvantage.

  • “Everyone is Doing It”

    If you’re not taking full advantage of social networking sites, then you may be missing out on good opportunities to expand your business — or make new connections that could lead to new business.

Related resources

More Resources

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Nichole Morford

Nichole Morford
Managing Editor

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