Last week Ebix hosted a webinar featuring Tony Wang, SmartOffice’s Director of Brokerage Sales, where he hosted a live demo and Q&A for Insurance Sync. If you missed it, don’t panic! We have the recording just for you. If you have any questions that aren’t answered in the webinar please feel free to email firstname.lastname@example.org today! Our goal is to continually improve SmartOffice to exceed your needs, so if you’d like to offer your feedback we’d greatly appreciate it! There’s an optional survey that you can complete here, if you feel so inclined.
Sales is a tricky and stress fueled business. Best practices, trends, competitors, economic highs and lows are all things you have to stay on top of. To help lighten the load, here are 5 B2B sales trends for 2016.
Infographic courtesy of our friends at HubSpot.
According to a report by the Wall Street Journal, the Department of Labor’s (DOL) controversial Fiduciary Rule will be released at 11:30 am this Wednesday, April 6. The Office of Management and Budget (OMB) began reviewing the rule in January of this year and was expected to release the final rule early next week. The proposal was introduced last April with strong backing from President Obama and hasn’t lost momentum since. According to the DOL, the measure will “require retirement advisers to abide by a ‘fiduciary’ standard—putting their clients’ best interest before their own profits.” The rule has been hotly debated since it was introduced, with much of the push back coming from the financial industry. Once the final rule is published, Congress will have 60 legislative days to adopt a joint resolution of disapproval, if it wishes to oppose the resolution.
What if someone said with just three letters they could help you increase your sales, streamline your process, boost efficiency, and land more referrals. What is this enigma you ask? CRM Now some of you may be rolling your eyes and others may be nodding in agreement. Over the years CRM (Customer Relationship Management) systems have adopted a bit of a bad reputation. With the dot-com bubble burst in the early 00’s, CRM systems stumbled a bit when it came to adapting and evolving. Because of this they struggled to meet the needs of businesses. Over the last 16 years, CRM systems have more than adapted. In fact a recent study published by Gartner predicts that by 2017 the CRM market will generate $36 billion and it’s already the fastest growing type of business software. CRM systems aren’t just helping us do business, in some cases they’re changing the way …
The Department of Labor’s Fiduciary Rule is here to stay. Released publicly on April 6th, the conversation is now transitioning from debate to preparation. Many advisors are adopting a “wait and see” approach to the rule, with plans to adapt their business once the rule takes effect next year. Many experts are warning against this position. Businesses need to start planning now. Though the rule has been heavily discussed in the financial industry for the last year, the majority of the general public has no idea what’s coming or how it will affect them. And when the news does hit the mainstream media, there will be a lot of fear and confusion. What does this mean for me? How will this impact my investments? Who do I trust now? First, be sure you understand the implications the ruling will have on your clients. The law will have the largest impact …