The Digital Advisor
Jacob LockAI Founder | Insurance Agent | CEO of unLocked CRM
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 79 | Founded | 2 years ago | Last Issue | 5 days ago |
| Active | |||||
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jakelock.substack.comLatest Issues
The System Insurance Agents Have Been Missing
When I was selling insurance, I kept running into the same problem.
The tools that were good at marketing did not understand insurance.
I could build automations, send texts, follow up with leads, and run campaigns, but once someone becam...
The Problem No Insurance Platform Fully Solves
I think the problem with most insurance platforms is that they only solve one side of the business.
You either get strong marketing, automation, and follow-up tools, or you get software that understands insurance.
Very few platforms actu...
Recording: How to Automatically Track Commissions Across 300+ Carriers
Thanks to everyone who joined us live for How to Automatically Track Commissions Across 300+ Carriers.
In case you missed it, or want to go back through any part of it, here’s the full recording:
Recording
We walked through how commissio...
TOADY: How to Automatically Track Commissions Across 300+ Carriers
Join us today at 2PM ET for a live look at how to automatically track your commissions across 300+ carriers, so nothing slips through again.
When you’re managing your own commissions and your downline’s, it’s easy for a missed payment or a...
The All-in-One Platform Built for Insurance Agents
I think the problem with most insurance platforms is that it doesn’t solve the actual problem an insurance agent is facing.
For instance, if you want a marketing platform as an insurance agent, you sign up for GoHighLevel or some version o...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for The Digital Advisor.
| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
CEO at unLocked CRM
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