If you don’t track numbers daily, you’re guessing. A simple public leaderboard creates visibility, accountability, and momentum and performance improves fast.
Sales Management
4 Articles
Most agencies overtrain new reps into paralysis. The fastest path to production is simple: teach basics fast, get them calling within hours, and coach live.
Have you ever wondered how technology is revolutionizing the insurance industry? More specifically, how life insurance agents are managing more clients, achieving customer satisfaction, and securing sales better today than ever before? The secret is in insurance technology, more specifically, Life Insurance CRM; a tool…
While Agent CRM doesn’t currently offer a dedicated commissions tracking feature, you can utilize its existing tools to monitor sales and lead values within your team. Here’s how: Using Agent CRM for Commissions Tracking Assign Lead Values in Opportunities: Within the Opportunities section, assign a…