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...

The Best Practices for Maintaining Customer Relationships It takes time, effort and consistent follow-up to turn a prospect into a new customer. Once you gain new customers, you need to make the effort to maintain those relationships. So, before we dive into the best...

How to Use Mobile Sales Software to Your Advantage This decade has seen major technological advancements: everything from smart home devices to drones. However, no piece of technology has become more widely used and advanced than the smartphone. As of 2016, there were...

Is your agency prepared for the impact of technology on the insurance industry? Technological advancements have changed the way we work and play, especially for those working in the insurance sector. Consumers are using their mobile devices and GPS functionality to...