Life Design Analysis – Beyond the Sale: Leveraging Tech to Enhance the Policy Lifecycle
The customer journey with any advisor only begins with the first signatures of the policy paperwork. In this session, Jonathan Jarvie will showcase how you can leverage cutting-edge technology, particularly Life Design Analysis, in order to reshape every facet of the life insurance journey. From redefining sales strategies to optimizing policy management, cross-selling, and conversion, this session offers a comprehensive ...
