Krystal Lockwood

Krystal Lockwood

Krystal has spent her entire career advising executives on how to grow their businesses with modern sales techniques and software solutions. As LegacyShield's Vice President of Sales, Krystal works with insurance and financial professionals to build their business and provide relevant value-added services to their practices.

Recent posts by Krystal Lockwood

Insurance Agents: Do You Have a Bridge to Beneficiaries

By Krystal Lockwood on Oct 21, 2020 9:00:00 AM

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

Topics: Business Building Advisor Insights

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

By Krystal Lockwood on Oct 14, 2020 8:30:00 AM

Insurance agents generally believe they are delivering value to their customers and meeting their needs. However, new research suggests that customers don’t necessarily feel the same way.

Topics: Advisor Insights

Staying Ahead of the Curve for Insurance Agents

By Krystal Lockwood on Sep 16, 2020 8:30:00 AM

Becoming a better insurance agent is a never-ending process. Our industry is well represented by the aphorism “Once you stop learning, you start dying.” Your practice can only adapt and grow as long as you are doing the same. That’s even more true with digitization firmly taking hold of the insurance industry, creating new opportunities and challenges for agents.

If you’re looking to become a better insurance agent, here are three key goals, or Rocks, you can set to up your game in 2020.

Topics: Business Building

Why Insurance Agents Should Care About Collaboration

By Krystal Lockwood on Sep 9, 2020 8:30:00 AM

Policyholders are looking for more than just a policy these days. Customers want an insurance agent who acts as their trusted advisor, collaborating with them to protect their assets and help reach financial goals. In fact, 75% of policyholders would switch insurers to get more personalized service.

Topics: Business Building Insuretech & Technology

Insurance Advisors: Dress for (Online) Success

By Krystal Lockwood on Aug 12, 2020 8:30:00 AM

First impressions matter. That’s why, for decades, “dressing for success” has been a key piece of advice across business sectors, including the insurance industry. Looking professional helps build implicit trust with clients before you even say a word.

Topics: Digital Workspace

Insurance Lead Generation

By Krystal Lockwood on Jul 15, 2020 8:30:00 AM

Lead generation and networking for referrals are the foundation to building and growing your book of business. But with all the noise out there, how should you go about generating new prospects?

Topics: Best Practices Advisor Insights

How to Recruit Life Insurance Advisors in 2020

By Krystal Lockwood on Jun 24, 2020 8:30:00 AM

Finding qualified candidates is always a priority at insurance agencies and firms – but with more advisors reaching retirement age plus a recent surge in younger generations buying life insurance, the need for new talent is clear.

Topics: Business Building Insuretech & Technology

How Insurtech Can Differentiate Insurance Advisors

By Krystal Lockwood on May 20, 2020 8:30:00 AM

Life insurance advisors must continue to find new clients to survive and thrive. But in the increasingly competitive and rapidly changing life insurance industry, it can be difficult to stand out. Advisors not only have to compete with each other these days, but they’re also facing new competition from insurtech startups selling life insurance directly to consumers online.

Topics: Insuretech & Technology

[Q&A] Trust the Process: Life with LegacyShield

By Krystal Lockwood on Apr 29, 2020 8:30:00 AM

Maintaining and growing your client base is always on your mind as a life insurance advisor – and it’s on our minds at LegacyShield too. That’s why a component of our insurance connectivity platform is designed to help you build stronger client relationships and dramatically increase your referrals while cutting out fruitless prospecting tactics.

Topics: Business Building Advisor Insights

Insurance and Financial Advisors - Help Your Clients Keep Their Money

By Krystal Lockwood on Apr 15, 2020 8:30:00 AM

Americans are losing out on billions of dollars of personal property – and most of them don’t know it.

Topics: Best Practices Insuretech & Technology Insurance Unclaimed Property