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2 min read

Digital Marketing & AI Technology to Drive Life Insurance & Annuity Sales in 2023

By Ken Leibow on 1/5/23 12:10 PM

Digital Marketing had the biggest growth for generating insurance sales since 2021. In a recent global study conducted by Accenture, most insurance buyers now search for information on digital channels. 48% of insurance customers who responded to an Accenture survey stated that social media would factor into their insurance-buying decision. Introducing agents and training to effectively utilize email, social media, web-based advertising, text messages, and personalized videos which helps maximize their value delivery.

Data Analytics and Artificial Intelligence (AI) is the technology driving the industry to new insurance sales as it does with other industries in e-commerce. Winning agencies will become more data-driven and introduce agents to tools that utilize data analytics and AI to grow their businesses. Whether finding patterns based on past data to predict future events or leveraging AI to make assumptions and predictions beyond human capabilities, successful agents and agencies will take advantage of these new technology tools.

Topics: Life Insurance & Annuities Marketing Sales & Marketing Social Media Marketing Advisor Today FinTech Insurance
1 min read

FinTech Learning Lab: Learn the Changing Landscape in Insurance & Financial Services at Apex

By NAIFA on 8/9/22 10:00 AM

Join us at NAIFA's Apex Sales Summit the week of August 15 for "The Digital Crossroads: FinTech, Your Business & Your Life."

In this Apex-exclusive Learning Lab, you'll learn how FinTech is changing the way agents and advisors do business and how it will shape the future of the insurance and financial services industry.

Topics: FinTech Apex
4 min read

FinTech: Not All That Glitters Is Gold

By Brian Haney, CLTC, CFS, CIS, CFSB, LACP, CAE on 5/13/21 10:21 AM

I’ve given dozens of talks on the need for financial professionals to navigate the digital landscape effectively, and invariably the conversations veer into the arena of “what’s the newest, best tech to help me grow?” As a self-avowed tech junky, I am always obliged to engage in this conversation, because it’s a lot of fun to talk technology.

Topics: Practice Management FinTech

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