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The LegacyShield Blog

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Insurance Agents: Do You Have a Bridge to Beneficiaries

Humans tend to focus on the present. This tendency to prioritize short-term goals over long-term ones doesn’t end at an...

Insurance Agents: Your Clients Don't See You as You Do

Insurance agents generally believe they are delivering value to their customers and meeting their needs. However, new...

It's About One Click: Lessons Insurance Agents Can Learn From Amazon

Consumers are leading an e-commerce revolution, fueled by the easy and instantaneous customer experience introduced by...

Insurance Sales ROI: Are you doing the right math?

As an insurance advisor, lead generation must consistently be on your mind. Having an efficient lead-generation...

Successful Insurance Agents Love the Sandwich (Generation)

Generations are a common topic of analysis in the insurance industry. From Baby Boomers to Gen X and Millennials,...

Staying Ahead of the Curve for Insurance Agents

Becoming a better insurance agent is a never-ending process. Our industry is well represented by the aphorism “Once you...

Why Insurance Agents Should Care About Collaboration

Policyholders are looking for more than just a policy these days. Customers want an insurance agent who acts as their...

Unlocking Success for Insurance Agents

There’s a reason we’ve all heard that “communication is key.” Whether a relationship is personal or professional,...

What is a Digital Workspace for Insurance Advisors?

Insurance has traditionally been a low-touch industry, one in which advisors and clients can go months or even years...