Welcome back to our blog series dedicated to helping you upgrade your client acquisition. Today, we’re diving into a tactic that’s guaranteed to make your follow-up game stand out: adding a personal touch with follow-up texts. Why Adding a Personal Touch Matters Think about it…
customer relationship management
21 Articles
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…
Angela felt like she was losing control of her business. She dreaded the daily grind of sending text messages and emails without any system to track it all.
We received this question from a prospect, and wanted to post our answer here in our blog: Hello and thank you for your question about integrating Agent CRM with a third-party lead service. Yes, Agent CRM does offer the capability to connect with your third-party…
Agent CRM or Agent Autopilot? Let’s explore a detailed comparison to help you make an informed decision about which platform best suits your needs.
Welcome to the complex world of Medicare supplement marketing! If you’re like most marketers in the healthcare sector, you’ve probably realized that this niche is not just about selling insurance policies. It’s a delicate dance between understanding your target audience, complying with strict regulations, and…
Imagine if you could wave a magic wand and instantly organize all your client data, automate tasks, and track your sales pipeline. Sounds like a dream, right? Well, that’s exactly what a Customer Relationship Management (CRM) system can do for you as a final expense…
Want to sell more life insurance? Discover the best CRM for life insurance agents, packed with features that will help close more deals and grow your business.