An Agent’s Guide to Increasing Customer Retention
From the moment they become licensed, insurance agents are conditioned to believe that their success is entirely dependent on their ability to attract new customers. The pressure to sell can…
Tag: Customer Engagement
How to Combat the Perception of Insurance as a Commodity
Consumers are most inclined to purchase products from platforms that save them money and are simple to use. Insurtech platforms seek to take advantage of this by leveraging technological savviness…
5 Things You Should Implement with Your Agency CRM
As an insurance agent, you know that managing customer relationships is key to your success. That’s where a CRM (customer relationship management) system comes in. A good insurance CRM can…
How to Send Personal Handwrytten Notes At Scale
There is something special about receiving a handwritten note card. It communicates that someone took the extra time to acknowledge you. I love sending personalized notecards because I know how…
How Consumers Can Access Their C.L.U.E. Report
I’ve been in the insurance industry for a very long time. For most of that time, I’ve understood the importance of the C.L.U.E. report for generating a final and bindable…
The Ultimate Guide to Texting Your Customers
Text messaging is one way you can engage with your customers. Our first suggestion for a texting platform would be to use whatever text messaging services are available in your…
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