Sick of the Churn? How To Retain Successful Insurance Agents
Churn is an expensive problem in insurance, but David Bryant knows how to stop it. Investing in people through technology, tools, and coaching is the key.
Appointment Setting Features Your Sales Engagement Platform Should Include
Learn how to pick the software best appointment-setting features and help your sales reps improve processes and fix inefficiencies.
Creating the Synergy Between a Sales Engagement Platform and CRM
Building an effective toolstack for sales teams is a complex and intricate task, but at the core of each team, you will always find a customer relationship management system (CRM). Historically, these systems were used by sales and marketing professionals for all activities involved in collecting and converting leads into opportunities and customers. Yet, most …
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3 COVID-19 Insurance Trends You Need to Know Before Your Next Sell
Latest insurance trends? Here are three ways COVID-19’s impact on insurance will change your business and the way you close deals.