COVID-19 Central

The global COVID-19 pandemic has created an unprecedented environment for many businesses including those in the insurance industry. As insurance producers, we all play a unique role in the everyday lives of our clients and prospects. We owe it to them to embrace the new ways of doing business and continue to fulfill their insurance needs.

Please see below for an ever changing series of resources from carriers, vendors, and the Gen3 team to help you continue doing business in the most streamlined and efficient way possible during these most interesting of times.

How to Operate Your Business Remotely

COVID-19 can’t stop you from serving your clients and prospects. See below for a list of ways you can keep your business running remotely:

Video Conferencing Resources

Prepare for Your Meeting

Sales Ideas

With clients and prospects stuck in their homes, finding new ways to engage with them is more important than ever. These challenging times may make new sales difficult, but the opportunity to continue building good faith and trust has never been stronger. Simply reaching out to your clients and prospects and genuinely asking how they and their family are doing will further cement you as their trusted advisor.

Here are some additional ideas to help jumpstart conversations and continue building the good faith and trust that are a cornerstone in our relationship-based business.

Beneficiary Review

    Client Approved Videos

    Check out the following videos that are approved for distribution to your clients and prospects!

    IncomeMark Annuity (Legacy Marketing Group