Insights: How are providers using technology to make advisers' lives easier?

clock • 5 min read

Justin Taurog looks at the technological tools providers are using

How are providers making your life easier beyond the realm of tools and calculators?

Videos now play a much bigger part. The 7 Families case study videos work really well to highlight the importance of Income Protection without you having to talk about the bad things that could happen in life.

It's never an easy conversation, but as advisers it's a fundamental part of the job. Using videos can explain away what is perceived as complicated in only 2 or 3 minutes.

An engaging portfolio of videos can completely change the way you explain different products in an easy and fun way.

Long gone are the days of reeling off a sales script full of facts and stats which left people more confused than ever.

Twitter, Facebook, LinkedIn, YouTube are all now a part of our everyday life. Social media has become a major player in the world of life insurance.

Following providers on Twitter can give you access to an unlimited source of useful information, some useful for you, and others useful for you clients. Providers know that you look to their social channels when you need something work-related - not just because you're looking for the latest meme or Buzzfeed article.

The whole point of social media is to add value and make you want to share content that appeals to you.

The rise of social in the intermediary market has created a whole new bucket of material available at the click of a button. Social media accounts are now a place for two-way dialogue.

But it's a different kind of dialogue to what you are used to; it's short, snappy and digestible.

Not only that, it's shareable and educational - a win-win situation.

It's a challenge to say the least to stay on top of technology, providers know this. They also know how important it is to make your lives easier and doing business simpler. So on that note, look out for a new life insurance tool coming to your screens soon.

Justin Taurog is managing director of sales and distribution at VitalityLife

To find out more about VitalityLife's Business protection range with Vitality Optimiser, please visit vitalitylife.co.uk/adviserBP.

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