Tools that will boost your skills as an insurance agent

Tools that will boost your skills as an insurance agent

Getting the most out of your time depends a lot on how you optimize it. Undoubtedly, this is an essential factor in achieving success as an insurance agent through sales strategies. This can be achieved through the application of digital tools that are just a few clicks away. We know this, which is why we […]

Benefits of implementing the use of a CRM Insurance

Benefits of implementing the use of a CRM Insurance

A CRM insurance is a fundamental tool for customer management. It can be used in different types of companies and sectors. But today, we will focus on those that are intended for insurance agencies. When you have CRM insurance in your company, it is possible to keep a complete agenda of current and prospective customers, […]

Tips for insurance agency growth

Tips for insurance agency growth

Research and the right marketing strategies are the keys to the success of any company. They are the basis for their growth. In the case of insurance agencies, nowadays, they face significant challenges to position their services since there is a lot of competition. Nowadays, there are hundreds of tools and communication channels that can […]

Comparative of the most popular CRMs on the market

Comparative of the most popular CRMs on the market

The insurance market is growing and expanding around the world every day. Whether a company is small or big, it is essential to have reliable resources such as Customer Relationship Management (CRM) to ensure that all processes are fulfilled and perfected. In this context, companies in any industry require the use of the most popular […]

How can potential customers turn into closed sales?

How can potential customers turn into closed sales?

A significant challenge for companies and their marketing and sales departments is to convert potential customers into closed sales. Currently, the market is very demanding. There is more and more competition, so the customer’s experience is one of the most critical factors. It depends on it to return and become a safe customer. As an […]

Differences between a digital insurance agent and a traditional one

Differences between a digital insurance agent and a traditional one

Being an insurance agent today is no easy task. The amount of competition and constant updates in the market drive agents to frequently update and reinvent themselves. However, many have preferred to stay with the traditional, since it is much simpler, and they feel safe with the techniques they have always implemented. There is also […]

Elevator Pitch for insurance agents

Elevator Pitch for insurance agents

It is no secret that the process of acquiring an insurance policy is not very entertaining, and the prospect of making monthly payments for it discourages even the neediest. To engage customers more efficiently, we present a well-known marketing strategy popularly known as Elevator Pitch for insurance agents. In the midst of it all, getting […]

Reasons why insurance agents lose customers

Reasons why insurance agents lose customers

Getting customers is a complicated job and keeping them loyal to your service ranks as one of the most complex tasks for any business. When it comes to insurance policies, insurance agents’ position is to keep people happy with their agency’s collections, and profits can be overwhelming. Insurance agencies sell, mainly, the promise of life […]

How to get more customers through referrals

How to get more customers through referrals

Insurance agencies now more than ever must take advantage of all available resources to increase their policy sales. Therefore, the question of how to get more clients through referrals should be on your mind frequently. It has been proven that potential customers tend to seek the opinion of people knowledgeable about the product and service […]

How to migrate CRM from one to another without losing information

How to migrate CRM from one to another without losing information

With the advance of technology and the appearance of new customer relationship management (CRM) applications, you may find it necessary to hire a new one to improve the service to your policyholders. However, the concern about how to migrate CRM to another one without losing information is tormenting you. CRMs are continually being upgraded to […]