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In this three-part series, John Sarich discusses the pros and cons and the future of CRM technology for insurance carriers and agents.

Over the past decade or so, Ive had the opportunity to execute many major campaigns in demand generation, data building, and appointment setting with level-one and -two decision makers. In that time, weve developed a six-step methodology for accelerating the sales cycle and helping insurance agents achieve their business goals.

What's the likelihood of a serious data breach in 2017? Are hackers getting more creative?

What's the likelihood of a serious data breach in 2017? Are hackers getting more creative?

People lose sales for a lot of reasons.

Insurance companies spend more than $6 billion each year in advertising to win new customers.

Active risk management programs can help agents, brokers and carriers know about important customer life events like buying a house or adding a teen driver so they can reach out sooner.

New coverage risks for the year ahead.