How We Signed 300 Agents in 6 Weeks: Key Lessons on Getting Quick Customer Adoption (w/Rahim Rajpar, CMO Plumlife)

Rahim Rajpar, CMO at Plumlife has quickly has been adopted by 300 agents since launching just this summer, having integrated into SwissRe's Magnum from the outset due to the ideal fit of their instant underwriting process.

2/3 of agents' clients are completing their process via a mobile phone, so Plumlife is creating a true digital-sales experience rather than digitizing the old paper one.

Insurance advisors are first and foremost consumers themselves, interacting with modern digital services, so we should not expect them to take a 'pause' at work using sub-par experiences.

Plumlife is focused on creating the ideal advisor experience taking cues from the consumer-side, informing its product development at the broker level, taking in all the nuances and experiences of the life insurance process.

Rahim also reflects on how Covid accelerated insurance digitization and separated those who really re-imagined products from the ground-up versus those who just replaced the existing process.

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