Recent years have exposed previously conservative industries, from legal to finance, to the benefits of digitalizing their operations. Within that process, certain tools have been adopted on a large scale to facilitate conducting business remotely. The life insurance industry is no exception, and when the pandemic hit, it had to adapt quickly to continue conducting business remotely. This evolution refreshed old technology and introduced new software to fill gaps that remote working created in the business world. In this blog, we share tools that can help Advisors with everything from team building and project management to scheduling and collaboration.
