Social distancing and “Safer at Home” orders have changed the way we do business. At the same time, the current situation has made the role advisors and agents play in their clients’ lives more crucial than ever. Market volatility has many concerned over their long-term financial wellbeing and retirement accounts. The cause of that volatility, the COVID-19 pandemic, is giving people reason to worry about how their loved ones will fare should tragedy strike.
Not only is it imperative that advisors and agents can easily connect with their clients, but they also need an efficient way to submit business. With more work-related tasks being limited to an online environment, paper applications are a less feasible option. This means advisors will have to shift to e-applications and digitally submitted business.
In the video below, IAMS, Inc. Vice President & CMO Curtis Hawks discusses the online options we have available and gives an overview on how to use them.
Catch the rest of our Conducting Business Online video presentation series at the links below: