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client engagement Archives – Page 2 of 2 – LegacyShield

Hammer on stoneInsuretech & Technology

Insurtech: The Disrupted and the Disrupter

With technological disruption all around us, it’s a wonder more insurance companies aren’t readying themselves…
Dan Pierson
Dan PiersonFebruary 7, 2020
Financial advisor with clientsSuccessful Insurance Agent

Go Beyond the Traditional Advisor-Client Relationship

Regardless of your line of work, client base, or professional experience, connection is always key…
Dan Pierson
Dan PiersonFebruary 5, 2020
Consumer dataBest Practices

Consumer Data Tells a Story: Use it to Inform Your Business Strategy

Big data rules the digital marketing roost. Interpreted correctly, it explains what makes consumers tick.…
Dan Pierson
Dan PiersonAugust 22, 2019
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…
Dan Pierson
Dan PiersonAugust 22, 2019
ConnectivityInsurance News

Leveraging Tech-Innovation is Paramount for Insurers

We know the insurance industry is facing change because we can hear the disrupters knocking…
Dan Pierson
Dan PiersonAugust 22, 2019
SkylineInsuretech & TechnologyUncategorized

Harnessing Disruption in the Insurance Industry

When it comes to industry disruption, there’s no question that entertainment and transportation are prime…
Dan Pierson
Dan PiersonAugust 14, 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…
Dan Pierson
Dan PiersonAugust 14, 2019
Pride flagAdvisor Insights

Legacy Planning for Same-Sex Couples

Now that it’s legal, there are estate and legacy planning situations to be considered. When…
Dan Pierson
Dan PiersonAugust 14, 2019
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