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X-WR-CALNAME:IDC WIN BIG | Business Innovation and Growth
X-ORIGINAL-URL:https://idcwinbig.ca
X-WR-CALDESC:Events for IDC WIN BIG | Business Innovation and Growth
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DTSTART:20240310T070000
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DTSTART:20241103T060000
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DTSTART;TZID=America/Toronto:20240214T130000
DTEND;TZID=America/Toronto:20240214T140000
DTSTAMP:20260522T092013
CREATED:20240201T225747Z
LAST-MODIFIED:20240201T225747Z
UID:6847-1707915600-1707919200@idcwinbig.ca
SUMMARY:Life Design Analysis -  Beyond the Sale: Leveraging Tech to Enhance the Policy Lifecycle
DESCRIPTION: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 exploration of data-driven insights that propel the industry forward. \nTogether\, Jon will talk about how you can: \n\nUncover innovative\, data-driven strategies that transcend traditional sales approaches.\nExplore seamless integration of technology into the client’s life cycle for enhanced policy management.\nNavigate cross-selling opportunities and conversion techniques to unlock the full potential of each policy.\n\n  \nNO CE Credits \nCLICK TO REGISTER
URL:https://idcwinbig.ca/event/life-design-analysis-beyond-the-sale-leveraging-tech-to-enhance-the-policy-lifecycle/
CATEGORIES:Webinar
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