How have the financial services and insurance industries been affected by COVID-19? Our new proprietary Qualitative research with insurance agents/brokers and financial advisors and planners reveals how COVID-19 has impacted their businesses and future projections for the industry. We are eager to share these findings with the broader research community, and are doing so at no cost to interested individuals in these sectors.
- How operations (lead generation, working remotely, client service, etc.) of these agents, brokers and advisors have changed
- How they think their industry may change over time as a result of COVID-19 (e.g., product, risk tolerance, coverage differences and potential future offerings, and telehealth)
- Their impressions of the impacts on their business and their financial projections in the short-, medium-, and long-term