May 11, 2017

 
5 High-Tech Challenges (and Solutions) for today's independent agents
When it comes to forging an instant connection with customers, independent insurance agents who expect their business to grow and thrive know that having the right technology in place is paramount.



Even longtime agents with ingrained business processes and loyal clients who may presumably not be interested in high-tech bells and whistles now have little choice in the matter of tech-driven innovation. Today's consumers demand speed and control, and those agencies that best manage consumers' evolving tastes possess the advantage of being attractive to prospective buyers.



MDRT Minute 
14 Sales Ideas 
14 MDRT members share some of their best sales techniques and ideas.
Nationwide
Sales Idea: 
CareMatters with Nationwide
TBA Tip  


CareMatters' cash indemnity was designed with flexibility in mind. With CareMatters, your clients can collect up to 100% of their benefit each month. They will not need to worry about submitting monthly bills and receipts for approval before receiving their benefit.


Take the hassle out of underwriting                  
No Exams with SBLI


SBLI has a program that will allow clients 18-60 applying for $500,000 or less to purchase coverage and never have to do an exam. 



We feel like saving time in underwriting and delivering a better customer experience is worth the extra cost.  In fact, beginning April 3, 2017, we will be contacting you about the option of moving a case each time we receive an application that fits into the parameter of the program.



For Free


The TBA Mobile App was designed to give advisors the ability to be more efficient while away from the desk. This app has all of the tools needed to create sales as well as process paperwork more efficiently. It can be downloaded on your phone or tablet. It is available to download for free from the app stores of Apple, Android, and Kindle.


Available tools include:
  • Instant Term Quotes 
  • Online Application 
  • Needs Analysis
  • Licensing 
  • Direct Dial TBA Employees
TBA Mobile App: How to Request Policy Service





Upcoming Webinars 


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Tennessee Brokerage Agency | 6508 Baum Dr. | P.O. Box 11767 | Knoxville | TN | 37919