Blog
Don’t miss any of our posts because they will keep you informed of all the latest marketing news for insurance agencies.
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.
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
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
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
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
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
Common mistakes when choosing a CRM
Insurance agencies are tasked with improving their outreach and service capabilities in the context of the global healthcare crisis, so it is essential to employ
Learn about the CRM history
Being a successful and an unprepared insurance salesperson varies according to the level of preparation and knowledge you have about the tools to attract and
