Unit Linked Insurance Plans (ULIPs) are quite popular among customers. They combine the benefit of insurance with investment and fulfil two needs in one. While your customers get to enjoy market-linked returns, they also enjoy insurance coverage during the tenure of their ULIP plan. That is why you find many takers for ULIPs when you […]

Congratulations! You have just made a sale! At this point, you’re probably thinking that your work is done now. But as an insurance agent, it is your job to build a good relationship with every new client. The best time to do this is right after the first sale, through some form of a Welcome[…..]

As an insurance agent, it is safe to presume that you have profiles on all social media platforms. You most likely also have a website where people can reach you and an email for communications with your prospects and clients. With the advent of a digital-only era, it would be wise to make sure you[…..]

Being an insurance advisor requires you to wear many hats. You have a role to play in making sales, in business development, client meetings and marketing your brand among others. The list is pretty long, but one of the things most people forget to focus on and do not realize is key to their business[…..]

Let’s talk about what exactly cross – selling is. Cross – selling is nothing but selling a different product or service to an existing customer. An insurance advisor has lots of opportunities with clients to cross – sell other insurance policies. For example, as an advisor, you can consider cross selling health insurance policies to[…..]