Best CRM Software for Insurance Agents In the Senior Market
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…
How Technology Is Helping Us Get Through COVID-19
What a difference three months can make! The COVID-19 pandemic forced all of us to change. Thanks to technology, we've shifted the way we do business and are making it through just fine.
No Agent Website? Do This Today
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…
How to Use Zoom for Client Video Conferences
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…
Not Using E-Apps Yet? Here's 9 Reasons Why You Should
Beyond just saving trees, e-Apps provide a truckload of benefits to you, the agent. Even if you’re a pen and paper kind of guy, using e-Apps can save you a ton of time. Here are 9 reasons why you…
What an Insurance Consumer Wants From Their Agent When Buying
Guest post by Kelsey Rosauer, AgencyBloc
Don't overlook these easy leads
As an insurance agent, your success depends on getting leads. Without people to present to, you’re out of business. Buying leads can be expensive, and cold-calling and door-knocking can be an…
Video: How to add your info to your client’s phone
You want your info saved on your clients’ phones. This is way better than a business card, because they always have their phones with them. This lets them know it’s you when calling them, and it…
Video: How to Find Homeowners' Names for Door-Knocking
You're out knocking on doors, trying to make some sales. Have you ever wanted to know a neighbor's name, age, and phone number? Maybe you haven't been able to catch your prospect at home so you want…
Video: How to use your phone to scan documents
You might find that once in a while when you’re in the field, maybe at a client’s home or office, you need to make a copy of a document, but you don’t have a scanner.
