Effective Insurance Agency Client Onboarding

| September 10, 2018

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Client onboarding is the process companies use to introduce new customers to their services. Health insurance agencies often accomplish this by using policy information sheets, guides for accessing online accounts, and comprehensive welcome kits. When done effectively, insurance agency client onboarding can help your agency build long-term relationships.

Spotlight

Sagicor Life Insurance Company

Sagicor Life Insurance Company (“Sagicor”) is a full-service life insurance company that helps clients make wise financial decisions today, to ensure they’re protected tomorrow. We are licensed in 44 States plus the District of Columbia and rated “A-” (Excellent) by A.M. Best Company. With more than $870m in assets, Sagicor is ranked among the top 153 life companies in the U.S. Sagicor is a wholly-owned subsidiary of Sagicor Financial Corporation, one of the oldest insurance groups in the Americas, with operations in 22 countries including the United States, United Kingdom and the Caribbean.

OTHER ARTICLES

Covid-19 will make cyber and digital insurance policies more relevant than ever

Article | April 17, 2020

Kennedy's Elizabeth Bardsley discusses the risks brokers need to be aware of as more and more professionals work from home as a result of the coronavirus pandemic. As the insurance industry continues to grapple with the Covid-19 pandemic, many have begun to give thought to what lasting changes will stay with us once the crisis has passed. For example, attitudes towards flexible working are expected to permanently change as more and more professionals work from home. And in a similar vein, we are likely to see a significant impact on the popularity of cyber and digital liability policies.

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8 Types of Business Insurance Your Company Should Consider Having

Article | February 26, 2020

Financial losses from a product defect, data breach, serious illness or work-related automobile accident can force business owners to close their doors if they're not prepared. The cost of an unexpected event can be substantial. Hiscox quotes a 2014 study of small business owners, saying the average cost to defend and settle an employee lawsuit was $160,000. Employment litigation is just one type of risk your small business may face.

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What does the landlord insurance cover?

Article | February 27, 2020

Owning real estate is a great way to build long-term wealth. For those that are in the Selden, NY area and would like to build personal equity, getting an investment property could be a great option. If you do own a rental real estate asset, you need to consider your unique insurance needs. To ensure that you and your property are properly covered by insurance, you need to get a quality landlord insurance policy. A landlord insurance policy will protect you a few different ways to ensure you and your assets are protected.

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COVID-19: How Insurance Can Help Mitigate Business Losses through the Crisis

Article | March 19, 2020

The COVID-19 outbreak is now a pandemic, affecting governments, businesses and individuals all over the world. As borders are closed, and day to day life is put on hold, it presents an unprecedented threat to the global economy and to the future viability of many businesses. Nevertheless, there are steps that organisations can take to protect themselves, and to ensure the financial consequences are kept to a minimum. In particular, businesses should be considering whether they can mitigate losses through their existing insurance policies. Regardless of the type of insurance, particular attention should be paid to notice requirements typically set out in each policy wording.

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Spotlight

Sagicor Life Insurance Company

Sagicor Life Insurance Company (“Sagicor”) is a full-service life insurance company that helps clients make wise financial decisions today, to ensure they’re protected tomorrow. We are licensed in 44 States plus the District of Columbia and rated “A-” (Excellent) by A.M. Best Company. With more than $870m in assets, Sagicor is ranked among the top 153 life companies in the U.S. Sagicor is a wholly-owned subsidiary of Sagicor Financial Corporation, one of the oldest insurance groups in the Americas, with operations in 22 countries including the United States, United Kingdom and the Caribbean.

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