Five years ago, most insurance agents operated with a very simple tech setup. Typically, it included: a laptop a phone maybe a spreadsheet But today, the most successful agents are ...
Marketing
181 Articles
When most people think about insurance sales, they focus on the close. The script.The objections.The presentation. But the agents consistently producing the highest numbers understand something important: The close is ...
Ask almost any insurance agent what their biggest challenge is right now and you’ll hear some version of: “I’m buying leads… but nobody’s picking up.” It’s one of the most ...
There’s a piece of research from Google that every insurance agent should understand because it completely changes how we think about lead follow-up. It’s called the 7-11-4 rule. According to ...
You can now connect Canva directly inside Media Storage and seamlessly: ✅ Browse Canva designs✅ Edit designs in Canva✅ Download Canva files✅ Import designs into Media Storage No more switching ...
🚀 A Simple Way to Build Trust Faster With New Leads When a new lead comes in, your first message matters. But here’s the problem: if they do not recognize ...
If building emails feels like it takes forever—or your emails never quite match your brand—Email AI (Beta 2.0) is about to make your life a lot easier. This update is ...
If you’re still using Calendly (or any other booking tool) as a separate system from your CRM, you’re making your life harder than it needs to be. Here’s the truth: ...