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Core Four
In Explore experiences, customers are preparing for what’s ahead.
We can keep distribution professionals current on new products and technology, while helping them communicate the real-world value of our services to members.
Build a deeper understanding of our customers and find inspiration by diving into real-life stories, our latest research and solution starters.
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When life changes fast, people need answers
“It is usually a neutral experience, sometimes a bad experience. I say this because the agents sometimes will try to rush you through, and if you ask lots of questions, they start getting an attitude and want to just get you off the phone.”
Jai | Member
Active listening develops trust
“Carriers put a lot of emphasis on having sales staff ready to answer product questions as quickly and efficiently as possible. They don’t want to slow the momentum of an advisor that is about to bring in new business.”
Christian | Professional
New ways to keep up with the latest tech
Listen: feeling good about long-term investment choices
“Rating platforms, searchable knowledge base, and downloadable materials… If the carrier can address those three issues, they would attract a tremendous amount of new business.”
Noah | Professional
Listen: client prospecting in the post-pandemic world
“If I listen to my client more, I learn more. The client also reacts much better to what I may propose as a part of that discussion. I have also noticed that the client begins to hold a much better opinion of my skills if I listen more and talk less.”
Josh | Independent Agent
Information without the information overload
Healthy client relationships: the lifeblood of your business
Amidst so much change, everyone needs a plan
New product targeting: giving professionals the support they need
There’s no wrong time to do the right thing
Solution starters
Ready to use what you’ve learned?
There are all sorts of opportunities to apply the principles, tips and tactics covered here. Follow these links to go deeper and put your newfound knowledge to work.
Get a quick summary of the Explore Experience
Find more details in the Core Four Report
