6 Organization Tips to Get Your Insurance Agency in the Best Shape! The day-to-day life of an insurance agent is hectic. Clients come and go throughout the day. You have policies to write and finances to manage. Staff members pop into your office with questions....
Read MoreSteps to Building a Successful Sales Team
Are you tasked with building a successful sales team from scratch? As a sales manager, you’re undoubtedly involved in the hiring process, but you might lack the experience or the foresight to judge whether someone will be a successful member of your team (we aren’t...
Read More5 Blitz Web Forms to Create
Blitz Lead Management Software’s web form is a versatile tool, and users are able create multiple forms to fit every scenario. Below are 5 web forms to consider creating today: 1. Website Visitors Adding a web form to your website is a simple way...
Read MoreUsing sales software to track your pipeline
You’re tracking your total closed sales, but what about your sales pipeline? Your pipeline shows the total amount of business you tried to close in a given period of time. For example, insurance agents track the total amount quoted, allowing them to compare...
Read MoreA User’s Guide to Blitz
When logging into Blitz, it is important to have a plan. Knowing what to check, what you are responsible for, and who you should be following up on is step one to creating an effective strategy for sales. Below are some general tips and scenarios that will...
Read MoreCustomizing statuses and milestones in Blitz Lead Manager
When prospecting, it’s important to track the progress of leads. This is not only important to know where you are at with an individual lead, but also provides insight into your sales process as a whole and can even help automate and streamline your follow up....
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