In this post, we’ll explore three powerful ideas that can help you boost your contact rate significantly… including a FREE AI tool (check this out)
Client Retention
15 Articles
Welcome back to our blog series, “How Insurance Agents Can Get More Clients”! We’re diving into a reliable strategy for expanding your client base: developing referral programs for satisfied clients and business partners. And all this is possible through the help of Agent CRM! Unlocking…
In the world of insurance sales, re-engaging with dormant leads can be a game-changer for agents seeking to expand their client base. In this installment of our series, we discuss the steps of reviving inactive leads and how Agent CRM serves as a reliable tool…
While Google Sheets offers a rudimentary digital space for client information, Agent CRM transforms this into a digital powerhouse.
Original Question: Dan Garbarz asked us:“What are some other gift card sites other than Creative Marketing?” Answer: There are several great options available depending on what you need. Here are a few alternatives you can use to purchase and deliver gift cards to your clients…
Dealing with no-show appointments can be challenging, but implementing a structured follow-up process can help re-engage clients and reduce future no-shows. Recommended Follow-Up Approach Initiate a Follow-Up Campaign: Add the client to a dedicated follow-up campaign within Agent CRM. Craft Personalized Messages: Send a combination…
Campaigns are a cornerstone of effective client engagement. By creating and managing campaigns in Agent CRM, you can easily communicate with your audience, nurture leads, and convert them into loyal clients. Let’s walk through the process of creating a campaign and adding contacts to it…