The 4 Best CRMs for Insurance Agents
An insurance agent's tasks require organization, which is why most growing agencies use a customer relationship management system (CRM). Let us show you the best.
Here are our latest guides and articles to help you grow your agency.
An insurance agent's tasks require organization, which is why most growing agencies use a customer relationship management system (CRM). Let us show you the best.
Learn about the top 20 auto insurers and insurance companies that work with independent agents.
An automatic telephone dialing system (ATDS) is a device that can save or produce random or sequentially generated phone numbers and dial them.
Organic leads, generated from informative articles on our website, can help you on your search to meet new people.
Begin to leverage all the things people commonly like in an insurance agent. Technology doesn't have to be a hurdle
There is one thing all successful insurance agents have in common: they are fully engaged with the customers they meet.
The hardest part of becoming an insurance agent is motivating yourself to go for it. It only takes a few weeks to acquire a license.
Maintaining relationships will keep you busy during the life cycle of a customer-agent relationship. Here are some other tips to ensure insurance renewals.
When you buy leads, you have a choice in your investment, and the price is usually reflective of the quality of the leads you buy rather than volume.
You cannot sell insurance right before, during and after a storm, but have you analyzed your selling opportunities within these cracks of time?
Cesario has been buying insurance calls and leads and knows how important a role they play in growing a business. Follow his tips for success!
Tahiliani knows the value of buying quality insurance leads from trying to generate his own leads when he worked in real estate. Hear his tricks.
Gomez closes 18% of the insurance live transfer calls he buys from SmartFinancial. Let him show you how you can too!
Schirz attributes much of her success with insurance leads to her SmartFinancial Account Manager, who offers tips on how to get the leads to convert and how to make the most profit using leads.
“I like SmartFinancial's quality and it’s worth the higher price because we’re closing anywhere from three and five leads per sale. With other vendors, it’s more like 30 or 40 leads per sale."
“The service level at SmartFinancial is #1 for me out of all the vendors I work with."
Ditcharo buys internet leads and calls from SmartFinancial, as many as six or seven Internet leads a day.
Using SmartFinancial leads and live calls, Sicuro Health has expanded into 45 states.
What Risha loves about SmartFinancial’s live calls is that you can get quotes out right away. “Nearly every single person we talk to we quote."
“I probably made $22,000 to $25,000 in premiums from SmartFinancial leads, and we are still tweaking the filters to get an even better result.”
Did you know that 48% of salespeople never follow up with a prospect? Its true! Check out our list of surprising stats of how salespeople typically follow up with a lead.
Ever wonder how many times it takes to successfully reach a lead or the best time of the day to make contact? Check out our list of lead conversion statistics.
Things to keep in mind to help improve your customer service and keep your clients happy.
Looking to grow your agency? Check out these tips to help you grow your bottom line.
Check out our 10 tips specifically designed for independent agents to help them grow their business and sell more policies.
What's the best and most cost effective way to to promote your insurance agency? Let's examine the pros and cons of each option.
Lukas Baker
Baker Consulting Services
Joel Reikes
Farmers Insurance
Robert Giordano
Allstate Insurance
Luis Quiroz
Farmers Insurance
Matt Reichmann
Advance Insurance Inc.
Tyson Burton
Allstate Insurance
Thurman Lynch
Allstate Insurance
Justin Waring
Neighbor Insurance