Dan Pierson

Dan Pierson

Dan Pierson is an insurance industry veteran, having run several insurance businesses and eventually selling a nationally recognized life insurance general agency. Dan started LegacyShield to help other insurance advisors grow their practices by focusing on the consumer experience.

Recent posts by Dan Pierson

Insurance Sales ROI: Are you doing the right math?

By Dan Pierson on Sep 30, 2020 8:30:00 AM

As an insurance advisor, lead generation must consistently be on your mind. Having an efficient lead-generation strategy is critical to your success, but exactly how efficient is your process?

Topics: Best Practices Advisor Insights

Successful Insurance Agents Love the Sandwich (Generation)

By Dan Pierson on Sep 23, 2020 8:30:00 AM

Generations are a common topic of analysis in the insurance industry. From Baby Boomers to Gen X and Millennials, countless discussions have been had on targeting consumers with the right products and messaging.

But one generation, and an extremely important one at that, has often been overlooked: the so-called “Sandwich Generation.” This generation encompasses middle-aged adults who are “sandwiched” between caring for their children and their elderly parents.

Topics: Insurance Advisor Insights

Unlocking Success for Insurance Agents

By Dan Pierson on Sep 2, 2020 8:30:00 AM

There’s a reason we’ve all heard that “communication is key.” Whether a relationship is personal or professional, between two people or large communities, communication is the foundation for solid, long-lasting connection. And that’s equally true for the insurance industry. In fact, clients who regularly converse with their insurance advisors are 74% more likely to recommend their advisor to others.

Topics: Business Building Insuretech & Technology

What is a Digital Workspace for Insurance Advisors?

By Dan Pierson on Aug 26, 2020 8:30:00 AM

Insurance has traditionally been a low-touch industry, one in which advisors and clients can go months or even years without communication. Even today, one-third of customers report going an entire year without interacting with their provider at all.

But a new model is emerging in the insurance industry. Advisors and practices are seeing significant success by using digital technology and platforms to build stronger relationships with their clients. One of the premier ways of enhancing communications between advisors and clients is through a digital workspace.

Topics: Insuretech & Technology Insurance

What Insurance Agents and Advisors Need to Know About Privacy

By Dan Pierson on Aug 5, 2020 8:30:00 AM

As our world becomes more digital, privacy has become an increasing concern – particularly for the insurance industry. Insurance agents and advisors handle highly sensitive information on a regular basis, and the industry has become a prime target for data breaches. And while security breaches of major insurers make the headlines, smaller agencies still face the same security threats.

Topics: Best Practices

Insurance Technology: Past, Present & Future [Q&A with Marc Schwartz]

By Dan Pierson on Jul 29, 2020 8:30:00 AM

Technology has been pivotal in transforming the life insurance sector for decades – and adapting to those changes has been key to survival.

Now that our industry is undergoing another major digital and technological transformation, agencies and advisors must once again adapt their processes. And with more investment going into direct-to-consumer insurtech, it’s more important than ever for advisors to embrace a tech-driven market.

Topics: Insuretech & Technology Advisor Insights

Life Insurance Trends 2020

By Dan Pierson on Jul 1, 2020 8:30:00 AM

If these past few months have taught us anything, it’s that trend-forecasting is an inexact science. We’ve all known for at least the past two decades that technology would continue to change our world, seamlessly integrating itself into our daily lives until almost everything can be ordered, viewed, or accomplished digitally.

Topics: Insuretech & Technology Advisor Insights

Where We're Going: LegacyShield Founder Q&A [Part 2]

By Dan Pierson on Jun 17, 2020 8:30:00 AM

[This is part two of a two-part Q&A blog series about LegacyShield. Click here to read part one.]

Topics: Insuretech & Technology Advisor Insights

Who We Are: Q&A with Founder of LegacyShield [Part 1]

By Dan Pierson on Jun 10, 2020 8:30:00 AM

[This is part one of a two-part Q&A blog series about LegacyShield.]

Topics: Insuretech & Technology Advisor Insights

Insurance Advisor Discussion on Technology Changes

By Dan Pierson on Jun 3, 2020 8:30:00 AM

As Bob Dylan so wisely wrote, the times, they are a-changin’. While that statement was made over 50 years ago, it continues to be relevant. The most notable catalyst for these changes? Technology.

Topics: Insuretech & Technology Insurance