New Product Preview

Episode 68 of the Built Simple (in Insurance and in Life) podcast, hosted by Adam Brsan, titled "New Product Preview" was published on April 9, 2024 and runs 26 minutes.

April 9, 2024 ·26m · Built Simple (in Insurance and in Life)

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Summary

This episode covers strategies for managing and organizing business leads more efficiently using digital tools like iPads and note-taking apps. Key points: - Benefits of transitioning to digital note-taking with apps like GoodNotes and Notability instead of printing leads, including easier searching, sharing, and accessing lead information. - Using cloud storage and digital backups to keep lead data secure and accessible even if devices are lost or stolen - The value of revisiting "old" leads periodically as people's situations change over time. - A new simplified life insurance product with no underwriting decisions, wide age coverage of 18-85, higher face amounts up to $50,000, and the Everest Funeral Concierge Program benefit. - Potential for higher commissions with the new product and the advantages of carriers offering quick pay and monthly pay options - Navigating industry changes like phone verification requirements and the need for adaptability and resilience during sales slumps. - The importance of consistent lead generation, community engagement, and maintaining a positive mindset. - Success stories of agents setting many appointments and writing significant premium through the company's appointment-setting program

Episode Description

This episode covers strategies for managing and organizing business leads more efficiently using digital tools like iPads and note-taking apps. Key points: - Benefits of transitioning to digital note-taking with apps like GoodNotes and Notability instead of printing leads, including easier searching, sharing, and accessing lead information. - Using cloud storage and digital backups to keep lead data secure and accessible even if devices are lost or stolen

- The value of revisiting "old" leads periodically as people's situations change over time. - A new simplified life insurance product with no underwriting decisions, wide age coverage of 18-85, higher face amounts up to $50,000, and the Everest Funeral Concierge Program benefit. - Potential for higher commissions with the new product and the advantages of carriers offering quick pay and monthly pay options

- Navigating industry changes like phone verification requirements and the need for adaptability and resilience during sales slumps. - The importance of consistent lead generation, community engagement, and maintaining a positive mindset. - Success stories of agents setting many appointments and writing significant premium through the company's appointment-setting program

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