There are two themes here, one is the increasing contribution technology is making to the adviser market and the other is the dominant way technology will make that contribution.
Once upon a time a decent set of manila files was considered pretty well-organised. These themselves were an advance on the policy cards that some advisers kept – or not – on their clients. Of course, if you were a tied agent of a single company, then their data was sufficient for your needs.
Then we developed the idea of client relationship management (CRM) systems. These hold two streams of data, client data: names, addresses, children, interests, contact numbers; and specific information: policies owned, premiums paid, and so on...MORE»
Thursday, November 21st, 1:48PM
Asteron Life has realigned its leadership team as part of its strategy to focus on retention.MORE»
Wednesday, November 6th, 6:06PM
Banks and insurance companies remain the biggest threat to insurance advisers in spite of the rise of online insurance sales, according to a new survey by Horizon Research.MORE»
Trauma insurance is getting too expensive – and paying out excessively in cases when it’s not really needed, says Sovereign’s chief brand innovation and marketing officer.MORE»
Changes in income can be large and happen more often than you may expect. With this in mind advisers need to consider whether to use indemnity or agreed value income protection cover. Russell Hutchinson considers the options.MORE»
The theft of a memory stick containing sensitive client information could have happened to any client-facing financial adviser, says Fidelity Life chief executive Milton Jennings.MORE»
Asteron Life beat out Sovereign to take top award,MORE»
Advisers say they are unsure how much of a business benefit it would be to be able to offer insurance online.MORE»