Featured InsurTech Articles

Back to the Future: Understanding Lead Generation

Tom Anderson traces the evolution of advisor growth from the '50 calls by 10:00' era to today's fragmented digital landscape — and argues that most firms don't lack tools, they lack clarity about their growth supply chain.

Taking Financial Planning from Cost Center to Growth Center

Income Lab transforms retirement planning from a cost of doing business into a powerful growth engine — driving higher conversion rates, larger wallet share, and a surge in referrals through client-centered planning, tax-smart tools, and industry-first AI capabilities.

How Advice Firms Can Succeed in the Era of Hypercompetition

Matt Cockayne, CRO at Unbiased, breaks down the four forces driving hypercompetition in financial advice — limited high-value consumers, PE-fueled consolidation, rising marketing costs, and AI disruption — and shares the growth playbook that's already working.