For insurance agents, getting a customer to buy a policy is only the beginning. Long-term growth depends on keeping customers engaged and helping them renew their policies on time. Missed reminders, outdated customer information, and inconsistent follow-ups can result in missed renewal opportunities. A CRM for insurance agents helps organize Read more…
Unless you’re immortal, you will need life insurance! Financial Services Industry Financial Services Industry is witnessing massive disruption from FinTech’s and start-ups. The Insurance industry is no exception. The speed of change in technology, changing customer behavior, and competition from new market entrants are redefining the rules of engagement. Insurers Read more…
Lead generation and management are an ‘essential’ itinerary for any modern-day insurance company. More so is the case of tracking and follow-up on prospects in today’s competitive business landscape and an omni-curious customer. A LinkedIn marketing survey quotes that for 68% of Insurance agents their top marketing concern was increasing the quality of their leads. The Read more…
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