Using sales and marketing tools to drive more sales and grow more business should be at the top of your New Year’s resolution list. ​In the insurance business, as in many industries, sales and marketing are crucial. There are a number of things you can do...

Insurance CRM software and policy management software are the duo you didn’t know you needed. You can read all the articles you want on what’s the best insurance policy management software, and I’m not arguing that you don’t need one. However,...

Use this guide to help you choose the best lead management software for your business.   So, you’ve reached the point where you have a lot of leads, but you’re having trouble keeping up with them. (Surprise: you need the best lead management software...

These are the Best Insurance Referral Generation Techniques Out ThereAn insurance referral is one of the hottest sources of leads you can receive. They’re your friends’ friends, your client’s neighbors, and even your second cousins. The truth is that referrals are...

Have you lost customers because of raised premiums? Don’t fret; here’s what to do. “You raised my premiums and I’ve never even filed a claim!” It’s a common reaction you and your service staff hear from frustrated customers. You see the irritated reviews...

Leverage Your Book of Business for More Rich SalesDid you know that acquiring new customers for your business can be 6 to 7 times more expensive than retaining current customers? Many insurance agencies spend boatloads of money in an effort to gain new clients....