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12 min read
Bancassurance - Jun 28, 2021

Case Study: Banca Sales Up by 300%

Great Banca partnerships are formed when a bank refers their customers or prospects to an insurance company that sells products suited to the bank’s client base’s needs. The client benefits as a...
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7 min read
Agency Teams - Sep 4, 2020

6 Tried and Tested Ways to Reduce Lead Wastage

According to a study by Investment News, the lead to sale conversion rate for most of the financial services industries hovers around 21%. Have you ever wondered what happened to the remaining...
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7 min read
Marketing - Aug 27, 2020

Five Things to Consider When Measuring Lead Quality

Lead quality affects how likely your leads convert to customers. This makes the ability to measure lead quality critical; and by collating and managing leads from different sources and campaigns...
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