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

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 Advisor Insights

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.


Now, in the digital era, an insurance client’s first impression is usually online. The shift from in-person

Topics: Best Practices Business Building

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

Working from Home: Tips for Insurance & Financial Advisors

By Krystal Lockwood on Apr 1, 2020 8:30:00 AM

We’re all experiencing dramatic shifts in our lives due to the novel coronavirus pandemic. One of the most significant ones is that millions of Americans are now working from home to help stop the spread of the virus.

Topics: Best Practices

Three Tips For Working With Millennial Clients

By Krystal Lockwood on Feb 19, 2020 12:03:50 AM

In our current world, generational lines have been drawn in the sand like never before. The buying habits, values, wants, and needs of Millennials have only just begun completely reshaping many mainstay industries from the ground up as businesses evolve to meet the demands of a brand new demographic. Millennials were the first generation to have technology fully integrated into their lives from inception, and this access to immediate information on a variety of topics has transformed the landscape of consumerism as we know it.

Topics: Best Practices Business Building