When Courtney Kegresse says she’s tried every Life Insurance CRM on the market, she’s not exaggerating. “Some were too expensive. Some were too complicated. And some just flat out didn’t ...
Software
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One of the most compelling panels at this year’s InsurTech conference centered around a big question: “What does the future look like for insurance agents in a digital-first world?” The ...
At this year’s InsurTech conference, one session stood out with a bold and transformative claim: “Agency transactions are the new currency in insurance.” Think about that for a second. Not ...
During this year’s InsurTech conference, one panel took aim at a common trap agency owners fall into: the urge to “build everything” in-house. “Success doesn’t come from writing software. It ...
As your CRM grows, so does the clutter. We’ve heard from countless users: managing custom fields—especially deleting them—can be tedious and frustrating. That’s why we’re excited to introduce an exclusive, ...
Chances are you’ve heard of High Level (often called “GoHighLevel”). It’s a powerful platform with incredible flexibility. The tools are there—but so is the overwhelm. At its core, High Level ...
If you're an insurance agent making the switch to Agent CRM, you’re likely wondering: 👉 How do I move my data without losing anything?👉 What’s the fastest way to get ...
Insurance agents know that keeping track of client service requests, follow-ups, and important tasks is critical for smooth operations. Whether a client requests a policy change, needs a new quote, ...