Blogs

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6 min read
Bancassurance - Mar 25, 2021

What are the benefits of using lead management for a salesperson's existing clients?

A key component of lead management is lead assignment. This is making sure that the most suited salesperson* is assigned to look after the lead.But if the sales opportunity is already assigned to...
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8 min read
Bancassurance - Mar 12, 2021

Expert Round-Up - Bancassurance - How to Handle Reductions in Walk-In Traffic

Our Round-Up series is based on collecting and collating insight from industry experts on how to solve industry problems. We have asked a panel of Bancassurance Experts* for ways to address...
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5 min read
Bancassurance - Jan 21, 2021

Guest Blog: "Building a Bancassurance Sales Channel that Delivers"

Our guest contributor, Brian Jervis, headed up the banca team of one of the 3 biggest banks in South Africa for 6 years.The results his team achieved were some of the best we have seen world wide, 
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