Press ESC to close

Updates

163 Articles

Agent CRM Updates

Why Niching Down Can Actually Help Insur...

😬 The Fear Most Agents Have About Niches One of the most common fears insurance agents have about niche marketing is this: ā€œIf I narrow my focus too much, won’t ...

Why Insurance Agents Should Build Around...

One of the biggest mistakes insurance agents make is building their entire business around a product instead of a person. They become known for selling life insurance. Or Medicare. Or ...

From Contact to Close: How Top Insurance...

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 ...

Why Insurance Agents Are Struggling to G...

Ask almost any insurance agent what their biggest challenge is right now and you’ll hear some version of: ā€œI’m buying leads… but nobody’s picking up.ā€ It’s one of the most ...

The 7-11-4 Rule: Why Insurance Agents Ne...

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 ...

AI-Powered Field Tooltips Are Now Live i...

We’re taking our in-product AI assistance to the next level. You’ve already seen AI support inside the workflow builder through the ā€œLearn Moreā€ capability on actions and triggers. Now we’re ...