Choosing the Right CRM as an Insurance Agent

Insurance agents have their work cut out for them. The industry changes every year—sometimes drastically. New regulations are enacted, insurer merger and acquisition activity takes place, and innovative technologies continue to come to market. The list goes on.

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There's No Such Thing as a Free Insurance Lead

There’s no such thing as a free lunch, so the famous saying goes. In the world of insurance, there’s no such thing as a free lead, either.

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6 Ways to Get Referrals from Your Current Clients

Health insurance agencies and brokerages—and, really, every small business, for that matter—are focused on landing more clients and growing their operations.

To do this, they invest in marketing and advertising, and they hire effective sales teams that focus exclusively on closing more deals.

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What Are The Different Types of Insurance Agency Software?

In recent years, a seemingly endless number of software solutions have emerged, promising to make business easier for companies in all industries.

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How Often Should You Call Your Insurance Prospects?

When it comes to making any sort of sale, managing prospects is tricky. You don’t want to drown them in inquiries and requests, which might cause them to find you annoying and look elsewhere. At the same time, you don’t want to be silent, which might cause them to start thinking you aren’t interested in doing business with them.

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4 Ways to Improve Your Website as an Insurance Agent

Ten or 15 years ago, simply having a website might have done the trick for insurance agencies and brokerages. 

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