Effective communication is the cornerstone of any successful agency-client relationship. As an agency leader, fostering clear and open lines of communication between your team and your agency’s ...

The role of a benefits broker or agent extends well beyond providing insurance options for their employer clients. Clients rely upon agents to be consultants playing an active role as an extension of ...

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In the digital age, effective client outreach is crucial for business success. Crafting the perfect message to engage clients requires a blend of personalization and automation. Android apps provide ...

When people seek out the services of a lawyer, they’re not usually in the best state of mind. They have an unpleasant problem to solve, and they likely have some preconceived notions about what it’s ...

Contractors face new challenges today. Clients want transparency, efficiency, and reliability. How can tech help? Simple: use it to bridge gaps. Imagine an interactive portal where clients see project ...

Nearly eight in ten advisers say that they are calling their clients more frequently and are telling them to expect continued economic volatility in 2012. In Russell Investment’s latest quarterly ...

LOS ANGELES--(BUSINESS WIRE)--Boulevard (www.joinblvd.com), provider of the client experience platform purpose-built for appointment-based, self-care businesses, today announced a trio of new ...

In estate planning, particularly for high-net-worth (HNW) clients, client communication and clearly explaining technical concepts are critical but can be challenging. Ultimately, for estate-planning ...