In this blog, “Mindsets and Goal Setting,” we explore essential strategies for fostering the right mindset and setting clear goals to propel your insurance business forward. Today, we focus on the theme of “Getting your mind right to grow your business.” Here’s how Agent CRM…
Sales Optimization
7 Articles
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…
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…
Referrals are often hailed as the lifeblood of business growth, offering a steady stream of warm leads primed for conversion. In this discussion, we dive into the world of referral systems, exploring how businesses can create strong frameworks to harness the potential of referrals effectively….
Original Question: Anh Tran asked:“I need help with doing a dripping campaign for text message. I know Alex said there’s a live Zoom every Friday. Is it the same Zoom we use every day from 7 AM & 2 PM?” Answer: Yes! You can attend…
Original Question: Kendall Kuehnert asked us:“Quick Question: What is the benefit of buying a domain name for my giveaway funnel? Thanks for the responses ahead of time!” Answer: Purchasing a custom domain for your Giveaway Funnel offers significant advantages, especially when running Facebook Ads. Here’s…
Wes Obana Asked: “If you forget to tag an upload, is there a way to go back and bulk tag them all?” The Answer Yes! You can go back and bulk tag contacts even after uploading them. There are two ways to do this: Option…