Brian Greenberg | Source | CEO/Founder at Insurist

One of the most noteworthy life insurance underwriting criteria is your age. Not only do insurers use your age to determine your rate, it also dictates how much coverage you’re eligible for.

Collecting 1,000 emails is useless if all your recipients send you to spam. In an age where we have email, text messaging and various forms of social media, it’s important to know the best way to stay in contact with your customers. Some may even appreciate the ability to choose the way you contact them so they don’t feel like they’re getting lots of junk mail.

Leads come into your business from many different sources. One of the most difficult to capitalize on is incoming calls. When a potential customer calls your business, don't put them into an automated system. We use Ruby Receptionist to answer our incoming calls. The service reps answer right away with a smile, and if a team member is unreachable, they enter the lead into our CRM.