Senior Market Insurance Agent Blog

How to Use CRM Software: 5 Tips For Medicare Agents

November 16, 2020

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.

Why Medicare Agents Need a CRM System

November 16, 2020

You’ve spent lots of time and effort creating relationships with your clients, and they trust you enough to spend their money with you.

Best CRM Software for Insurance Agents In the Senior Market

August 10, 2020

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…

Do you know your profitable clients from your unprofitable ones?

January 20, 2015

Guest post by Mike Ivory, AgencyBloc