Hit enter to search or ESC to close
LegacyShieldLegacyShieldLegacyShieldLegacyShieldLegacyShield
  • Home
  • Solutions
    • Link
    • LegacyLife
    • MyBasic Estate
  • About Us
  • Blog
  • Contact Us
  • Login
Category

Client Engagement

Customer centricClient Engagement

It’s About One Click: Lessons Insurance Agents Can Learn From Amazon

Consumers are leading an e-commerce revolution, fueled by the easy and instantaneous customer experience introduced…
Ben Younger
Ben YoungerOctober 7, 2020
CalculatorClient Engagement

Advisors: Your Clients’ Legacies Are More Than Numbers

You’re the financial expert. You’re the person your clients turn to in order to determine…
Ben Younger
Ben YoungerJanuary 27, 2020
DrivingClient Engagement

Who’s Driving, Anyway? Insurance Pros Should Give Keys to Consumers

Customers need to be in control of how they engage with the insurance industry. Positioning…
Ben Younger
Ben YoungerAugust 22, 2019
Insurance carrier relationshipClient Engagement

Does an Insurance Carrier and Consumer Relationship Make Sense?

There’s a growing trend in today’s marketplace that surpasses all industry boundaries and supersedes any…
Ben Younger
Ben YoungerAugust 14, 2019

Trending Posts

  • Clients Need Reassurance During Challenging Times April 8, 2020
  • Tips for Insurance Advisors Working From Home April 1, 2020
  • Insurance & Financial Advisors – Prepare for the Great Wealth Transfer April 22, 2020
  • Advisor Opportunities & Liabilities with Wealth Transfer March 31, 2021
  • When You Need to Innovate But Don’t Have the Resources August 22, 2019

Tags

advisor insights client engagement Data security digital workspace financial advisor tips for success insurance book of business Insurtech life insurance advisor Millennials online insurance sales

Activate Connectivity

Our singular focus is to enable the life insurance industry to grow through client connectivity and digital distribution

Welcome to LegacyShield.

Resources

  • Blog
  • Privacy Policy
  • Terms & Conditions

Company

  • About Us

Product

  • Link
  • LegacyLife
  • MyBasic Estate
  • Solutions

Copyright © 2020 LegacyShield® All rights reserved.

  • Home
  • Solutions
    • Link
    • LegacyLife
    • MyBasic Estate
  • About Us
  • Blog
  • Contact Us
  • Login