If you sell insurance, this guide was written for you! Every example, prompt, and tip below was chosen for life, health, Medicare, and property and casualty agents. It was not ...
Technology
90 Articles
The simplest form of technology is the development and use of basic tools. The prehistoric discovery of how to control fire and the later Neolithic Revolution increased the available sources of food, and the invention of the wheel helped humans to travel in and control their environment.
Somewhere in your book of business, there’s a client who isn’t actually your client anymore. Maybe a call center reached them last month and talked them into a “better” plan. ...
If you sell Medicare, you already know the feeling. A client you’ve taken care of for years suddenly goes quiet. Then renewal season comes around and you find out they ...
Not everyone who comes to Agent CRM is starting from zero. Some agents and agency owners already have a solid grasp of CRMs, automation, and workflow building. They've used platforms ...
We’ve been HIPAA compliant since the moment HighLevel made that possible for us. That’s not new. What is new is that getting your signed BAA (Business Associate Agreement) on file ...
There is a moment in every agency owner’s career where something clicks. A number. A conversation. A realization. Something shifts the way you see the entire business, and once you ...
Pet insurance has become one of the fastest-growing insurance categories. More pet owners are thinking about how to protect themselves from unexpected veterinary bills, emergency care, surgeries, prescriptions, and ongoing ...
Travel insurance is a fast-moving product. Clients often need coverage on a short timeline because they already have a trip planned, tickets booked, or travel dates coming up soon. That ...