InsurTech Center

Instant Insights / Digital solutions: What insurance agents & brokers need to know

To stay competitive, agents & brokers need to embrace technology. Digital tools offer opportunities to demonstrate your expertise, reach new audiences and engage with existing clients.

Expert Opinion

5 ways insurance sales teams can get more out of their CRM

While sales reps have long been using CRMs, most aren’t getting as much out of them as they could be.

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Customer relationship management platforms are already firmly ensconced within the sales technology and strategies of most small and mid-sized businesses.

Sales teams have been using their CRMs for basic, day-to-day-functions — such as managing customer information and tracking purchase history — for decades. In that time, CRMs have faithfully served as a place to store data, log notes and manage contacts.

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