How to increase sales and create loyalty through customer service?

If you search the internet, you can find many answers that will help you increase sales and gain the loyalty of your customers. Still, we want to bring you something more; we want you to achieve this, but with an essential element for your agency: “customer service.” Can you imagine increasing your sales and loyalty […]

CRM: The perfect tool for your insurance agency

Insurance agencies are increasingly interested in incorporating technological elements that allow them to carry out proper administration. That is why many companies have opted for a CRM, but not just any CRM, but one that is exclusively developed for the insurance sector.  Since we want all agencies to manage their business correctly and efficiently, in […]

How to improve your agency’s management?

One of the main flaws that can occur in your agency is the administration, mainly because it is not always properly managed. You must never neglect the internal and external management strategies that you carry out in your business, primarily because how you manage the administration will completely affect several things, such as finances, customer […]

Inbound Sales: The strategy you need to employ in your agency

There are many reasons why you should start today to implement inbound sales within your agency. Still, one of the main reasons is that, nowadays, buying behaviors and processes have changed. Therefore, continuing with the traditional sales structure will only lead to all strategies being focused on chasing customers and not on winning them over. […]

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 […]