CRM Insurance Reference Training 
Smooth Sale
JUNE 13, 2022
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.
Pipeliner
NOVEMBER 12, 2019
CRM Functionality. In our last article in this series , we discussed the most important factor when deciding on a CRM solution: the technology being used. CRM Features. Just as a note, there is no standard set of terminology for CRM features, like for example you find in the auto industry.
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SugarCRM
JULY 20, 2018
Whether you are one month, one year, or several years into a CRM deployment, it is always important to perform “health checks” to insure the project is going smoothly. These five tips can help your business keep the CRM initiative on track and continue bringing positive returns… Tip 1: Remember, CRM is a Journey.
Showpad
JANUARY 8, 2021
For instance, the objections expressed by customers in selling business insurance solutions will be significantly different from those encountered with electronic health records software. Your training content must clearly educate new reps as to the circumstances they’re likely to encounter in your corner of the sales universe.
Pipeliner
AUGUST 4, 2019
Bob is considered a master trainer in the sales industry with over 12,000 training and stage hours. He is referred to as the “go to” business coach. He has worked with over 7000 professionals to date, many of which are in the insurance and financial services industry. He is CSMO at Pipeliner CRM.
BrainShark
MAY 20, 2022
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.
Hubspot Sales
DECEMBER 12, 2019
Upon initial assessment, you recommend a new sales strategy and training plan. If you were then asked to draw up and deliver this written strategy and training plan, you would be considered a contractor (in addition to a consultant). Consulting can refer to a variety of specialists and industries. Human Resources Consulting.
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