How to Leverage Technology for Insurance Sales Success

This article was written by LifeAdmin, on November 14, 2023

Elevating Sales with Technology Solutions

Are you on the lookout for cutting-edge Insurance Sales Technology Solutions to enhance your Preneed or Final Expense sales strategies? Technology delivers capabilities that traditional pen-and-paper methods lack, empowering you to cultivate relationships, revolutionize your business, and provide unparalleled value and security—all within a single platform. While you may embark on the quest to find such technology independently, Security National has anticipated your needs. Through our extensive internal and public resources, we’ve developed comprehensive solutions to elevate your sales approach and broaden your community impact.

 Agent Portal a Technology Solution 

Security National’s Agent Portal gives you access to everything you need to do business as an agent. Use it to upload new business, calculate rates, check on your pending claims, review your recent commission statements, and more! Get access to everything you need in one easy-to-use place.

Hand reaching out with glowing blue globe and lines to represent technology

LeadHub: Your Pipeline Management Companion

As a Security National agent, LeadHub is your one-stop shop when it comes to managing your lead pipeline. Security National created this tool to help you keep track of the little things while you are out in the field forging relationships for your business. Using this tool, and others like it, can provide a simple way to help you reach your potential without much effort. This software was designed to remove the hassle of keeping track of leads so that you can use your time and talents to actually make life insurance sales.

Lead Store: Quality Leads for Final Expense Agents

For Security National’s Final Expense agents, our Lead Store can help you find and purchase high-quality final expense leads. Lead Store is available to all Final Expense producers, allowing you to purchase leads which then appear in LeadHub to be viewed and worked. Excited about using these tools, but not sure where to start? Check out our Knowledge Hub which houses a plethora of tutorials and helpful articles about Agent Portal, LeadHub, and our Lead Store. This can be accessed on your LeadHub dashboard.

Navigating the Knowledge Hub for Expertise

Now that you’re acquainted with Security National’s internal technological resources, how can you leverage them along with innovative Insurance Sales Technology Solutions for your personal tech advancement? As the world progresses, social media plays a pivotal role. It has evolved into a robust communication hub, addressing queries, and concerns, and serving as a platform for expressions of gratitude. Utilize popular social media channels—Facebook, Instagram, Twitter, and YouTube—to amplify your life insurance business. Keeping your social platforms current and engaging with your audience showcases your approachability and understanding of your crucial role. This engagement enables you to foster and maintain daily connections, allowing others to witness the positive impact you create in people’s lives. Whether they’re friends, family, acquaintances, or even those you haven’t met personally, they can follow you, share your content, and contribute to expanding your reach. If you’re unsure where to begin with social media setup, we’ve designed a step-by-step tutorial on establishing a Facebook business page for agents and maximizing its utility.


We’ve created a step-by-step tutorial on how to set up a Facebook business page for agents as well as how to use it.


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