Best CRM Recommendations for Insurance Agents

Best CRM Recommendations for Insurance Agents

Every insurance agent needs a system to keep track of their prospects and clients. A customer relationship management system, commonly known as a CRM, is a type of software to help you keep your leads, quotes, clients, and policies organized. CRM software is a tool...
How to Keep Your Insurance Clients in the Long-Term

How to Keep Your Insurance Clients in the Long-Term

While the primary function of your job as an agent is to bring new clients in, it is also crucial to foster your relationships with the clients you currently have. Doing so allows you to retain these individuals as customers, which can help boost your agency’s...