About
For a couple of decades, now, the path from shopper to customer has grown more and more virtual in nature. Even the most considered purchase paths now begin online, and consumers have been strong-willed in asserting how they like to communicate. In this digital-first world, many industries have leveraged centralized sales operations to meet consumers as they transition from virtual shopping to direct, person-to-person engagement. This transition point – where shoppers become buyers through real human interaction – frames the focus of this digital virtual roundtable discussion.

Through a series of discussions led by our moderator, JT Benton, we will uncover real, actionable insights around engaging consumers who have begun their path to purchase online, but must transact in a one-to-one, human-led format. We’ll cover:

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  • Best practices in converting online shoppers into real, paying customers.

  • Key regulatory considerations (TCPA, CCPA, etc.)

  • Forced decentralization of a decidedly centralized sales structure.


  • Brought to you for free by:

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    Presenters
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    Marc Buro
    President, CEO
    InsuraMatch (owned by Travelers Insurance)
    1614809705-59e294f61adca01d
    Trip Jendron
    SVP of Corporate Strategy
    Wyndham Capital Mortgage
    1617016174-39d3594d661c0ef4
    Lisa Leight
    VP of Marketing
    Convoso
    1614809611-c45e06d845513eaa
    JT Benton
    Founder and CEO
    WorkBook6
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