article thumbnail

8 Smart Tips Agents can Do to Boost Their Life Insurance Sales

Pipeliner

Selling insurance can be challenging, and that’s true, whether you’re a new, inexperienced insurance agent or already a known professional in your field. That’s because people think insurance could cost a fortune, and it isn’t something that people often get to feel, hold, or even touch. Have a Story.

article thumbnail

Giving Teams Purpose Through Practice With Customer Service Training

Lessonly

From graduating college, to finding a job, to signing up for insurance, to leasing a car, to realizing dishes and laundry will always be a part of the to do list, there were a ton of road blocks along the way. On Customer Service Teams. The life of a customer service rep, every day, every ticket is something new.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Building a Career in Consulting — The Ultimate Guide

Hubspot Sales

Example One hospital Hisham worked with was losing money because insurance companies were denying them payments for the healthcare services rendered to patients. Front-desk admin officers registered patients with the wrong insurance details. Now, the exact title for each position differs from firm to firm.

Salary 85
article thumbnail

Think Referrals Don’t Scale?

No More Cold Calling

Who does the CEO know, the mail clerk, the customer service representative? This harkens back to old insurance tactics, when an agent would deliver a policy and then ask the client to send a letter to 10 or 20 of his best friends. Each salesperson determines the number of people he will ask for referrals each week.

Scale 174
article thumbnail

Top 6 mortgage CRM software preferred by mortgage professionals

Apptivo

It provides insight into existing and potential customers which helps mortgage professionals provide excellent customer service. The following are its capabilities: LeadSquared is a marketing, sales, and field force automation software designed specifically for the lending, insurance, and banking industry. LeadSquared.

article thumbnail

Customer Experience Management: An Exclusive Interview with Micah Solomon

SugarCRM

So, when SugarCRM sat down to learn about customer experience management from Micah Solomon, renowned customer service and CX expert, author, keynote speaker, and webinar host to delve into his customer-centric brain ahead of his upcoming webinar series with Sugar. . Here’s what he had to say. .

article thumbnail

Selling in the New Gig Economy

Crunchbase

Giggers are responsible for their own tax documentation, their own retirement plans, and finding their own health insurance, for example. Here’s one simple example: Having bilingual customer service representatives on your staff may just be business as usual to you, but it’s probably not a footnote to a Spanish-speaking gig worker.