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

Our 2020 Year in Review for the Insurance Industry

By Dan Pierson on Dec 30, 2020 10:33:29 AM

It’s been a long year.

Even remembering where we were last December seems difficult after we’ve experienced days that felt like weeks and weeks that felt like months.

Topics: Insurance News

Insurance Agents Should Pay Attention to These Industry Trends

By Dan Pierson on Dec 16, 2020 8:30:00 AM

To paraphrase Ernest Hemingway, change happens gradually and then all at once.

The sentiment is certainly true of the insurance industry. The slow progression toward digital transformation became critical overnight with the COVID pandemic. Everyone in our industry has had to shift how they work or interact with customers in some way.

This year has been all about response and survival, but it’s time to look forward. Digital transformation is no longer a trend – it is the trend. This push toward digitization is leading to several emerging developments as a result.

Here are the top trends that insurance agents should pay attention to so that you they continue gearing their practice for success in a rapidly changing industry.

Topics: Insurance News

Solving The Last Mile Challenge for Life Insurance Advisors

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

“The last mile is the hardest one” is a well-known concept in the logistics industry. Flying a package across the country and loading it onto a truck to travel hundreds of miles is relatively easy compared to the “last mile” of the journey that is, delivering the package to the right apartment in a certain building on a particular street.

The same could be said of the life insurance industry.

Topics: Insuretech & Technology Advisor Insights

What We’re Thankful For in 2020: Linking with the Insurance Industry

By Dan Pierson on Nov 25, 2020 8:30:00 AM

When reflecting on this year, we’re reminded of a quote from Theodore Roosevelt: “Do what you can with what you have where you are.”

2020 has been all about doing whatever it takes to make things work, no matter what challenges we face. At LegacyShield, we are extraordinarily proud of how the insurance industry – and our own clients, employees, and partners – has stepped up to the plate this year.

In the spirit of Thanksgiving, we would like to share a few things we are grateful for in both our industry and our company.

Topics: Insuretech & Technology

Where the Life Insurance Industry Is Falling Short (And How To Fix It)

By Dan Pierson on Nov 11, 2020 8:30:00 AM

There has been a lot of progress in the life insurance industry.

Over the last several years, the industry has expanded the array of products offered to meet different clients’ needs. Life insurance is now easily accessible, and more people are educated about the need for life insurance coverage and how to obtain it.

Topics: Best Practices Insuretech & Technology Advisor Insights

Insurance Agents: Move Into Change or Be Left Behind

By Dan Pierson on Nov 4, 2020 8:30:00 AM

We are undoubtedly living in historic times. From the pandemic to the presidential election, it seems like there’s hardly a day when we don’t wake up to another major news story.

Topics: Best Practices Insuretech & Technology Advisor Insights

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

By Dan Pierson on Oct 7, 2020 8:30:00 AM

Consumers are leading an e-commerce revolution, fueled by the easy and instantaneous customer experience introduced by companies like Amazon and Apple. One-click purchases, mobile accessibility, and next- or same-day delivery are quickly becoming widespread expectations among consumers.

And if you can’t meet these rising expectations, you’re out of the game.

Topics: Advisor Insights

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

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