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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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A successful sales team uses all the tools at its disposal, including the latest features in its CRM tool, such as voice activation, predictive analytics, and more. (Photo: Shutterstock)

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

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