Getting a foot in the door to acquire new clients can be a challenge for even the best advisers. Brian Appleton, host of online conference Insurance Agent Summit, recently field tested a new app that allows brokers to overcome a top challenge — rising benefit costs — by identifying where CEOs, CFOs and business owners can save money on their life insurance plans, group benefits and retirement plans.
eCommerce marketing agency Stryde'’s new app, the Stryde Savings App, has gained strong traction for assisting brokers with client acquisition, Appleton says.
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