Medicare agents juggle a lot during every call and every sign up. They need to stay on script. They need to capture the right information. They need to keep paperwork ...
Marketing
190 Articles
A Flexible Agent CRM System for Commercial Insurance, Hospital Indemnity, and Other Niche Product Not every insurance product needs its own full bundle. Some products are broad enough, popular enough, ...
Agent CRM, the leading CRM and marketing automation platform built exclusively for insurance agents, today announced a marketing partnership with XCEL Solutions, a nationally recognized provider of insurance pre-licensing education. ...
Most agency owners feel like their time is being pulled in every direction. They are in their inbox. They are on the phone. They are answering texts, putting out fires, ...
There is a version of agency ownership that nobody warns you about when you are getting started. It is the version where you are the first one up in the ...
Every agency owner has dealt with this situation. An agent seemed promising. They interviewed well. They got trained. They had the opportunity in front of them. Then they just did ...
If you have been in telesales for any length of time, you have noticed it. The pickup rate is not what it used to be. Apple’s call screening is getting ...
Most agency owners know their revenue number. They know their headcount. They know roughly how many policies they wrote last month. What most of them do not know is why ...