If you’re an insurance agency owner, chances are you wear too many hats—lead generator, tech support, trainer, appointment setter, recruiter… the list goes on.
CRM Strategies
4 Articles
Meet Rusty Noel, an experienced insurance agent based in Springfield, Missouri. Like many agents, Rusty initially used his CRM to simply store client info & manage leads.
The Art of Reviving Dead Leads In the fast-paced world of insurance, successful lead management is crucial for agents looking to convert prospects into valuable appointments and revenue. Let’s explore a powerful workflow within Agent CRM that promises to re-engage with leads effectively and expedite…
Original Question: Kyle Buxton asked us: “Hey guys, I’m new and setting up my opportunities and triggers. I got a trigger to work for when pipeline stages change, but I’m trying to set up a trigger to modify the current pipeline stage based on a…