These are the pun-laden Valentine's Day cards you didn't know you needed.
Independent agents across the world swear by software to help them manage their clients. We've been writing about Customer Relationship Management (CRM) software for years, and for good reason.
You’ve spent lots of time and effort creating relationships with your clients, and they trust you enough to spend their money with you.
In the good old days, Medicare agents were able to enter their clients’ drugs into the Medicare.gov Plan Finder, and they’d be saved for later reference with a Drug List ID. That’s all changed now,.
If you're an insurance agent looking to scale your agency, you can't hide from CRM software. Customer Relationship Management (CRM) software helps you keep track of information to take great care of.
A friendly reminder from New Horizons Insurance Marketing!
Maybe you have a good reason for not having a website for your agency. You don’t have the budget or the time, you don’t know how to get started or who to hire, or you already have so much business.
It's a strange world we're in right now as we navigate through the coronavirus disease pandemic. In the last U.S. Census, 5.2% of U.S. workers worked exclusively from home. Now, millions of Americans.
In the first few months of the year, this industry is notoriously slow. The hustle and bustle of the Annual Enrollment Period (AEP) is over, and many agents take this time to go on vacation, relax,.
Scope of appointment forms are the bane of any insurance agent's existence during AEP. Thankfully, CSG released a new feature that allows you to do Scope of Appointment forms electronically.