Reaching Customer 2.0 with Technology and Scaling with Systems

This week, I’m pleased to welcome Ryan Pinney on to the show. Ryan  is an expert at using to technology to drive life insurance sales. He is also a veritable powerhouse when it comes to using technology to streamline the application and underwriting processes.

We’ll talk about why customer 2.0 is changing the life insurance agency, and what you can do to stay ahead of the curve. Just having the sales and product knowledge isn’t good enough anymore. In today’s episode, you’ll hear some incredible insight on the past, present and future of life insurance sales online.

People in the episode:

• Jeff Root: [email protected]


• Ryan Pinney: [email protected]

Mentioned on this episode:

• Pinney Insurance Center

Recent Action in the Sell Term Life Community:

The major discussions in the Sell Term Life Community this week can teach you:

• We talk about lead referral sources and developing referral relationships. Agents discuss their referral sources and how they went about getting them. You can absolutely build an entire life insurance business around referrals, without ever purchasing an internet lead, and do it 100% over the phone.


• There’s also a topic about defending your website’s content. We discuss what you can do when someone plagiarizes your content, and we also discuss letters we’ve received from life insurance companies about removing and changing some of the content we’ve published.


• As far as new products go, we discuss a new, no medical exam life insurance product that just hit the market that goes up to 1 million dollars in coverage. There’s a few catches, but it’s a great product, well priced, and decisions are made within 48 hours.


• In the world of field underwriting, we talk about a life insurance company giving non-smoker rates for occasional cigarette users. Even social smokers can qualify for preferred best non-smoker under certain conditions with this company and they are the only company on the market doing this.

Learn how you can get access to these discussions, a powerful community of like-minded life insurance agents, and much much more by visiting the SellTermLife Community.

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This podcast was edited and produced by Authority Engine.  Learn more at AuthorityEngine.com.