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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.

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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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