3-Reasons Why Spreadsheets in the Insurance Industry Are a Liability
I have to say that it still shocks me to discover insurance companies that continue to use manual processes to manage their data – particularly the spreadsheet. Whether it’s processing claims or marketing insurance [...]
Insurance Industry Trends: Three Core Areas of Growth
With the competitive nature of the insurance industry, it’s no secret that insurers are keenly focused on growth. From customer acquisition to new products, and improved online services, there are three measures that should be [...]
3 Ways To Make Your Insurance Website Less Mind Numbingly Boring
Professionals in the insurance industry are keenly aware that the topic of insurance doesn't exactly get people excited. No one has a good party anecdote about buying insurance. However, that’s no excuse to provide your [...]
3 Ways the Financial Services Industry Can Successfully Engage Customers Online
The most successful businesses within the financial services industry are already relying on a solid content marketing strategy to engage with current and potential clients online, and keep them engaged throughout the duration of their [...]
Focus on Defining Financial Services Innovation
A recent Celent study revealed an industry-wide effort to improve focus on innovation in financial service innovation. Participants consisted of executives, senior management and mid-level employees from insurers , banks , credit unions , and other financial services companies. Here [...]
Insurance and Financial Marketers Still Using White Papers in Their Marketing Mix
As another year approaches, I’m seeing insurance and financial marketers already hard at work, busily calculating where to exhaust their marketing dollars. Increasing lead generation for their sales teams, reducing attrition rates, and the rolling [...]
Winning With Wallet Share: The Power of Customer Engagement in Financial Services
Winning With Wallet Share: The Power of Customer Engagement in Financial Services The financial services industry understands that capturing the attention of customers requires offering something of value. For the purpose of increasing wallet share, [...]
Life Waiver of Premium Part 2: Optimizing Claim Management Operations
Life Waiver of Premium Part 2: Optimizing Claim Management Operations by Kathryn Messer [jbox]Summary: It’s time for life waiver processes to utilize technology to manage claims in a more efficient, effective, and standardized manner.[/jbox] This [...]
Life Waiver Of Premium Part 1: The Un-managed Liability
Life Waiver Of Premium Part 1: The Un-managed Liability by Kathryn Messer [jbox]Summary: Why take the time to discuss waiver of premium liabilities? Because someone has to.[/jbox] This is Part 1 of a two-part series on [...]
Segment Your Data, Then Set It Free
Financial service marketers know that every interaction with customers and prospects is an opportunity to better match products and services with the customer’s needs and expectations, and to predict the next best purchase option. But [...]
Social Technology: Three Ideas for Gaining Enterprise Acceptance
To gain enterprise acceptance, social technology needs to have business drivers, much like any other enterprise software proposition. However, unlike many applications that support work processes and flows that are apparent to everyone, social [...]
Success with Social: Building on Technology
In the insurance & financial industry, the plentitude of enterprise social media offers considerable promise, yet in so many areas it's stalled—sitting idle with no particular road map for the future. Why? Because outside of [...]
Social Media Involvement: Three Time-Saving Strategies for Insurance Agencies
Social Media Involvement: Three Time-Saving Strategies for Insurance Agencies With social media, it has never been easier to uncover opportunities, engage in conversations, discover new information from trusted sources, and forge new relationships. But finding [...]
Building Reach Requires A Long Arm
Want to get found on the web? Begin by rolling up your sleeves. The desire to get found on the web hasn’t changed—but the strategy has. What do I mean by that statement? I’ll sum [...]