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 ...
Updates
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Agent CRM Updates
Many insurance agents believe they should wait until they are earning more before investing in better tools. But the agents producing the highest numbers usually do the opposite. They invest ...
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 ...
We’re taking our in-product AI assistance to the next level. You’ve already seen AI support inside the workflow builder through the “Learn More” capability on actions and triggers. Now we’re ...
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 ...