Senior Market Insurance Agent Blog

Customer Relationship Management Systems (CRMs): What They Are, Why You Need One, and How to Start

July 31, 2017

My wife, Kari, recently took our daughter, Amelia, to the pediatrician.

Do you know your profitable clients from your unprofitable ones?

January 20, 2015

Guest post by Mike Ivory, AgencyBloc

Why you should choose (and use) a CRM

April 15, 2014

You’ve spent lots of time and effort creating relationships with your clients, and they trust you enough to spend their money with you. It’d be a shame to only get in touch with them once a year for.