When should you offer a customer non-medically underwritten term insurance?
There are many benefits to selling both fully underwritten and non-medically underwritten term life insurance. Ultimately, you should let the customer choose. Below, we highlight the benefits of both product designs. Non-medically underwritten term insurance, often referred to as ‘non-med,’ does not require the customer to take a medical exam. However, that does not mean […]
Why does a customer relationship management platform matter?
Today, life insurance agents can’t succeed without robust Customer Relationship Management software, commonly known as CRM. As more consumers and insurance carriers turn to the Internet to shop for insurance, a CRM system both simplifies and shortens the process of purchasing and delivering life insurance. As an agent, there are many advantages to using a […]