Zurich Insurance Group has over 55 million customers around the world. The insurer built an AI tool into its agents' workflow to increase customer loyalty. This article is part of "Build IT: ...
Angela Palo is COO of Pinnacle Financial Services, a leading National Medicare Brokerage, and member of the NABIP Medicare FMO Council. The insurance and Medicare sales industry is at a crossroads.
Everyone knows that technology will remain a growing part of the insurance sales business. The pandemic only speeded up the tech revolution. So why are advisors seemingly failing so bad at the basics?
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