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COVID-19 Business Tips

Steps you can take to transform your business during the time of COVID.

While we adapt to the new normal that is the era of COVID, this doesn't have to be a time that stunts the growth of your business, lifestyle, and personal finances.


As we live, work, and quarantine under the COVID-19’s terms, we must adapt our businesses to not only survive, but thrive in this time! It is possible, I assure you. 


Did you know that Insurance providers are seeing record numbers of life insurance applications? What other sign do you need?  NOW is the time for you to invest in yourself and learn how you can build and transform your business.  


So, you're ready to take charge, but don't know where to start? I'm here to provide you with some practical tips, tools and techniques that you can use for your business during this time:


The Power of E-Apps:

One of the biggest shifts during the transition of many business during the COVID era, is businesses who had to shift their brick & mortar stores to remote businesses online. It's time to catch up with the times, transitioning all your systems to online solution....and paper applications are the first step. 


  • Looking for an efficient & expedited solution to process sales transactions? Electronic applications, or e-apps.

  • You can even complete an application in a virtual meeting (perfect for social distancing) using e-apps on sites such as Salesforce, both parties can sign them electronically.


At this time it may be difficult to complete an application due to some of the communities under shelter-in-place restrictions. However, with life insurance needs at an all-time high, many carriers are extending the deadlines to complete all life insurance requirements. 


Social Distancing Approved Meetings:

Videoconferencing is the new way of doing business and there are so many innovative tools such as Zoom, Skype, Join Meeting, & WebEx to help you succeed. These effective virtual conferencing tools allow you to have a face to face conversation when conducting client consultations and collaborating with your team members. 


Social Media, Your New Best Friend:

In the COVID era, social media can easily become your new best friend and create a new pathway to success in your business. With platforms like Facebook and Linkedin, we have the opportunity to reach out to your clients via your social media pages, to announce that you're there for your clients and are available to assist in crisis.

Stay Connected to Your Team:

These are challenging times and but keeping in contact with your team is crucial. Many team members aren't used to working remotely or they do not feel secure working online. A solution to this are group chat tools!


There are multiple efficient group chat tools that are essential for quick collaborations, communication, and staying connected to your team. Some examples of group chat tools include; Telegram, WhatsApp, Slack, and Discord.


In the time of COVID, you can take opportunity to hit your business goals that you set out for in the beginning of the year. 

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