Ep. 251: Rahim Rajpar: Enhancing Advisors' Digital Experiences

Apple Podcasts Rate and Review for SpotOn Rahim Rajpar is the CMO & Co-Founder of Plum Life, a company that provides insurance advisors with an innovative platform fitted with tools and other resources to simplify the process of selling insurance. The platform seamlessly integrates everything involved in a transaction, from quoting to application to issue. Plum Life was born in the middle of the COVID-19 pandemic, capitalizing on the accelerated surge of digital services and online meetings. Rahim is also a thought-leader and speaks on customer engagement and business digital enablement. Rahim joins us to discuss how Plum Life enhances the customer-advisor experience. We discuss some of his career milestones and the dream that led to the founding of Plum Life. He explains how COVID-19 changed the insurance landscape and what studies currently show on working in a purely online environment. He describes the emotional rollercoaster a customer experiences when looking for and purchasing insurance. Rahim also explains how the Plum Life platform helps insurance advisors with the follow-up process. "We need advisors spending less time processing business and more time finding new clients for it." - Rahim Rajpar Today on Spot On Insurance: Rahim's childhood in Kenya and when they migrated to Canada Pursuing a career in financial services during the tech boom Some of the early roles in Rahim's insurance career How Plum Life started and what they wanted to represent What Plum Life is doing to arm advisors with digital resources Why Rajim considers advisors as customers Tracking the emotional mindset of a customer as they go through the buying journey How their platform helps both advisors and customers The different tools and resources available on the Plum Life platform - especially for the follow-up process The hard work they put into building their platform Key Takeaways: COVID-19 has accelerated the digital leap in insurance Technology is all about making processes efficient Life insurance, overall, is an amazing business - but it’s going to be a dying business if we don’t adapt. Technology can augment the relationship between an advisor and their client. Connect with Rahim Rajpar: Plum Life Plum Life on LinkedIn Rahim Rajpar on LinkedIn Email: [email protected] This episode was brought to you by….. Insurance Licensing Services of America (ILSA), America’s Premier Insurance Compliance and Licensing experts. To learn more about ILSA and their services, visit ILSAinc.com. Connect, Learn, Share Thank you for joining us on this week’s episode of Spot On Insurance. For more resources and episodes, visit SpotOnInsurance.com. Subscribe so you never miss an episode. Love what you’re learning, Spot Light your review on Apple Podcasts Rate and Review For SpotOn and share your favorite episodes with friends and colleagues!