If you sell commercial insurance, you have probably noticed something frustrating. Most CRM bundles and insurance snapshots are built for personal lines. Life insurance gets attention. Health insurance gets attention. ...
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There is a question every agent in the senior market eventually asks: How do I get in front of the right people without cold calling my way to burnout or ...
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 ...
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, ...
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 ...
We have been waiting to share this one, and the moment is finally here. Agent CRM just rolled out one of the most significant updates to the Contact Detail Page ...
Voice AI is exciting. But many agency owners make the mistake of trying to use it everywhere. That’s a recipe for frustration. In this episode, Alex Branning outlines a practical ...