Insurance Sales
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How CRM Software Benefits Insurance Companies
Published on: June 29, 2022
Read more about How CRM Software Benefits Insurance CompaniesInsurance CRMs are customer resource management tools employed by or designed for insurance companies of all types, ranging from single independent agents to the largest global carriers. CRM systems have enjoyed widespread adoption across most industries over the past decade thanks to their ability to streamline and speed up sales processes, making it cheaper and […]
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What to Look for When Selecting an Insurance CRM for Your Agency
Published on: May 25, 2022
Read more about What to Look for When Selecting an Insurance CRM for Your AgencySelling insurance comes with its unique challenges, but, at its core, it follows the same process as essentially any other type of sales. Potential customers identify a need, search for information, evaluate their options, and make a purchase decision. The more contacts your agency can make with a lead throughout that process, the more data […]
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How Insurance Agents Use CRM Software
Published on: December 22, 2021
Read more about How Insurance Agents Use CRM SoftwareToday, insurance agents don’t just compete against each other; they also compete against self-serve online portals from major carriers that can bypass the need for an agent altogether. As a result, it’s more important than ever that agents look for any advantage they can get in finding and recruiting the customers that still want the […]
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Insurance CRM Guide: How to Choose the Right Software for Agents
Published on: November 23, 2021
Read more about Insurance CRM Guide: How to Choose the Right Software for AgentsThe insurance industry is currently going through a “hard market” – a period of low-risk appetite where carriers are tightening their underwriting requirements and agents are finding it harder and harder to place certain types of business. With access to policies decreasing and prices going up, it’s more important than ever that agencies look for […]
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Top 5 Must-Have CRM Features for Successful Insurance Agencies
Published on: July 22, 2020
Read more about Top 5 Must-Have CRM Features for Successful Insurance AgenciesIn an industry as competitive as insurance, agencies are constantly looking for ways to access new prospects, increase efficiency and service quality, and minimize costs. It’s no surprise that such a large percentage of agencies have embraced customer resource management since CRM tools are designed specifically to accomplish those goals. But with so many platforms […]
