Industry Trends

e-Delivery: Make the Switch


Industry

To our partners in protecting lives: 

Life insurance isn’t easy. But that doesn’t mean our work has to be difficult. That’s why Ash Brokerage is rolling out changes that will simplify and streamline your business. To give you better, faster and more accurate service, starting June 5, e-delivery will be used for life insurance cases with the following carriers:

  • AIG
  • Lincoln National 
  • Protective
  • SBLI

E-delivery is just one piece of a suite of electronic tools you can use to make your work easier. I strongly encourage you to take full advantage of our e-application and e-delivery platforms – not just with the carriers listed above, but with any carrier you’re working with. With simplified and streamlined service, you’ll wonder why you didn’t make the switch sooner. 

Your Business, Simplified

By using our full offering of electronic tools for e-applications and e-delivery, you’ll:

Check!   Ensure proper forms are used and apps are in good order (IGO)
No circling back for missing requirements

Check!   Reduce your overhead costs
No printing or mailing required

Check!   Allow clients to engage on their terms
Take delivery on the go; collect signatures from multiple parties at the same time

Check!   Improve cycle times and placement ratios
Close more cases and get your commissions faster

 

Go Digital and Get More

Earlier this year, our case management teams were restructured to include e-application specialists. Your e-app case manager is trained and ready to help you make an easy transition to our digital platforms. If you haven’t already, you can reach out to them to get started on your next case.

Cases can still be processed via paper application, but after you experience the ease of doing business digitally, you may not want to go back!


Commitment to Service

I promise you this: No matter the case size, we’re here to help. A computer will never replace our care and commitment to you. We’re here to help you build your business and protect your clients’ lives. That will never change.

 

 

About the Author

Tim_Ash_atrium.jpg

Tim Ash is known as a visionary in the financial services community. He is an industry leader who envisions a future where insurance is easy, affordable and an essential part of a sound financial plan.  

As CEO of Ash Brokerage, Tim has fostered an environment of success with team-focused empowerment and client-centered service. He has built a culture where people not only believe in what they do, but more importantly, they understand the reason behind their efforts. Everyone at Ash Brokerage knows their work makes a difference — in the lives of their clients and their communities. 

e-delivery e-app digital technology electronic submission

Don’t Be Free With Your Personal Information


Industry

On Freedom of Information Day, the American Library Association recognizes individuals and groups who support the public’s right to know and gain access to government information. It’s also the birthday of James Madison, who was an advocate for transparency in government and is considered the father of the U.S. Constitution. 

Thinking of how the government protects information made me think about how I would secure my own data. InfoSec (Information Security) is a very hot topic as numerous high-profile data breaches have occurred within the last year. So, where do you start to protect your data?

  1. Keep your devices’ firmware, software, operating systems and applications up to date; this includes your phone, TV, Blu-Ray player, laptop, tablet, etc. – anything that connects to the Internet
  2. Install and run updated anti-virus and anti-malware software on your PC
  3. Use strong passwords that contain uppercase and lowercase letters, special characters and numbers
  4. Change the default passwords on all new devices
  5. Don’t open email attachments from unknown or unexpected sources
  6. Proceed with caution when using public Wi-Fi without VPN or a secure connection; your data is at risk
  7. Do not use exploited software or hardware – anything that has been hacked, cracked, pirated or jail broken
  8. Always enable your device’s firewall
  9. Be thoughtful of the type and amount of information you are willing to share on social sites
  10. Learn how to back up your devices so you don’t lose important information 
  11. Control physical access to your devices so they are not lost or stolen
  12. Understand Social Engineering –  be very suspicious if people you do not know contact you and request your username, password or credit card

 

technology security data

Increased Productivity: iPhone Tips


Industry

I’m about to BLOW your mind. Well, those with iPhones will be blown away – sorry Android users! Seriously, these seven tips might be game-changers for advisors who are constantly on the go with their phones. I want to help you save time and frustration, so check out my list:

  • Shake to undo. Make a mistake while typing? No worries – just give your phone a brisk shake, and it will ask you if you’d like to undo that action. 

  • Recharge faster. Switch your phone to airplane mode. It turns off battery-draining wireless and cellular access and allows your phone to recharge twice as fast. 

  • Use Siri – she does a lot more than give directions and search the Internet. Hold down the home button and say the magic words, “Read my email” and Siri will read all your messages aloud to you. If you like, you can tell her to read only your most recent email (“Read my latest email”) or just those from a specific contact (“Do I have email from Tim Ash?”). You can also teach her how to say certain words. If she mispronounces something, just tell her, “That’s not how you pronounce ______” and she’ll offer you alternatives. I love this feature for long drives when I don’t want to take my eyes off the road, but I know a new email has come in that I may be waiting on.

  • Time stamps. Are you wondering what time a past text message came in? Simply grab the text bubble and slide it to the left to see a timestamp behind it.  

  • Start a new sentence. When you’re typing and you need to start a new sentence, just double-tap the spacebar, and it will automatically add a period and a space for you.

  • Detailed calendar. If you turn your phone sideways, you will get the detailed version of your calendar.

  • Access email drafts. Next time you’re in the mail app, hold down the compose icon and it’ll jump to your drafts. 

 

This is a small sampling of some of the cool features on your iPhone. As always, we are here to support you. Please contact us if you have any questions. We are excited to help you stay connected!

 

iPhone productivity technology