Ep. 272: Manish Bhatt: Online Ease with Advisor Expertise

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Apple Podcasts Rate and Review for Spot On Insurance Manish Bhatt is the CEO & Co-Founder of Plum Life, an insurance company that aims to simplify insurance management and policy selling through its all-digital platform. Plum Life proudly describes its platform as designed to replicate an advisor's personal attention and service. With over 25 years of experience, Manish has found his way into various leadership roles across the insurance industry, leading up to the founding of Plum Life in October 2020.  Manish joins us to describe how Plum Life will disrupt the insurance industry through its advisor-like platform. He shares what it was like to grow up as a first-generation Indian immigrant and why he preferred a business career over a medical one. He explains the importance of advisors in the insurance industry. He discusses how Plum Life works and the pain points it solves. Manish also describes how the pandemic changed the way clients buy insurance and other policies. "Advisors are the heroes of the insurance industry."- Manish Bhatt Today on Spot On Insurance: Why Manish pursued a career in insurance and his interest in business What life was like being a first-generation Indian immigrant Why Manish didn't like the idea of being a doctor What agents should do to stay relevant  Sales pressure and getting a client excited about insurance What Plum Life does differently from its competition The pain points their company solves for clients and advisors Why they tried to sell insurance at Walmart How the pandemic changed the insurance buyer's experience The projects Plum Life will use with the money they’ve raised Key Takeaways: The insurance industry is a relationship business. Insurance is for everybody to have regardless, of financial status. Advisors are at the center of the insurance process. Connect with Manish Bhatt: Plum Life Manish Bhatt on LinkedIn 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 Spot On Insurance and share your favorite episodes with friends and colleagues!

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