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6 Insurance CRM Features That Can Help You Convert Exclusive Leads

6 Insurance CRM Features That Can Help You Convert Exclusive Leads

by Nick Bondaug-Winn | Dec 20, 2022 | Agent Advice

Why use an insurance CRM? A CRM can make your work more efficient and effective.  When it comes to insurance sales, maintaining accurate customer data is essential. Not only does it help you to provide better service and reduce the risk of errors and fraud, but it...
Agent Insight: Avoid the Biggest Mistake When Purchasing Leads

Agent Insight: Avoid the Biggest Mistake When Purchasing Leads

by Mark Moss | May 24, 2021 | Agent Advice, Customer Success Story

“No Lead is worth anything if you don’t have a CRM” Those are the words of wisdom from Farmers Agent, Brett Oliver. Brett purchases leads – primarily telemarketed leads from HBW Leads. From experience, he learned that a process to close his leads makes all the...

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