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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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Effective Guide: How to Get Life Insurance Leads

LeadFuze

Whether you’re a seasoned insurance agent or just starting out, knowing how to get life insurance leads is crucial for your success. The process of acquiring life insurance leads can seem daunting amidst the competitive market landscape. This post will provide insights on how to generate effective life insurance leads.

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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. Besides, WFG was looking into solutions to increase CRM adoption and streamline Marketing operations, along with giving their sales enablement efforts a kick.

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CRM Sales Targeting Has Never Been Like This

Pipeliner

Because Pipeliner allows companies to have more than one pipeline in CRM (as companies naturally have multiple processes), you can specify the pipeline to which this target will apply. A third data type that has never been seen in CRM is working time. This is the data that places insurance and security behind your target decisions.

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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.

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CRM Evaluation

Pipeliner

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. Manageability.

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How to Create Financial Safety Nets – Business & Individuals (video)

Pipeliner

Laura Adams is a nationally-recognized personal finance and business expert, author of nine books and audiobooks, including Money Girl’s Smart Moves to Grow Rich and her latest book Money-Smart Solopreneur: A Personal Finance System for Freelancers, Entrepreneurs, and Side-Hustlers. Taking Out an Insurance Policy.

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