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Three Insurance Mistakes You Need To Avoid

Smooth Sale

Photo by Steve PB via Pixabay Attract the Right Job or Clientele: Three Insurance Mistakes You Need To Avoid Although it may not be the most exciting way to spend money, insurance is often essential to a sound financial plan. When looking for insurance, making a mistake that could have serious financial repercussions is common.

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How To Choose the Right Insurance Policy For Your Business

Smooth Sale

Photo by QuinceCreative via Pixabay Attract the Right Job Or Clientele: How To Choose the Right Insurance Policy For Your Business As a business owner, one of the most critical decisions is choosing the right insurance policy. Choose the Right Insurance Policy For Your Business image 1.

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Five Ways to Improve Efficiency in the Insurance Industry

Smooth Sale

Attract the Right Job Or Clientele: Five Ways to Improve Efficiency in the Insurance Industry. Our collaborative blog provides insights into ‘Five ways to improve efficiency in the insurance industry.’ The insurance industry is a highly regulated and fragmented market. Routinely Review All Plans. Image credit.

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Insurance Agent Onboarding Software: Reduce Turnover & Ramp-Up Time

BrainShark

When discussing insurance agent onboarding, most people focus on improvements to the hiring process: automation for applications, background checks, and other tasks to get agents in the door. Capability #2: Deliver interactive trainings to in-house (captive) and independent agents in an easy to use platform.

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The Pipeline ? Have You Read The Sales Book About? ? Sales.

The Pipeline

Have You Read The Sales Book About? Sometime ago I wrote a piece describing one of my favourite interview questions for potential sales recruits : “What was the last sales book you read?” Some companies are buying multiple copies of multiple books, and creating in house libraries. Book Notice. Book Review.

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How WFG National Title Insurance Overcame Automation Challenges with SugarCRM

SugarCRM

WFG National Title Insurance Company is an organization in the real estate insurance field looking to create a better real estate transaction experience for all parties involved. WFG National Title Insurance Company’s Founder and Executive Chairman, Patrick F. We’re not in the business of designing CRM software.

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The One Thing the Best Customer Experience Companies Do Differently

Sales and Marketing Management

In this emerging Relationship Economy, organizations have to intentionally train their employees to avoid the traps of a low service aptitude and embrace the customer’s perspective. . . A Toronto insurance agency, BKIFG, provided every account executive with a $25 allowance to spend monthly on customers.

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