Customer Relationship Management (CRM) Systems

Butler leads the strategy for Vertafore’s connective products for commercial and personal lines, identifies market hurdles and establishes go-to-market plans to ensure launch readiness and success.

The famous phrase, “Coffee’s for closers,” from the classic motion picture “Glengarry Glen Ross,” is the perfect example of some of the sales tactics still used today. While perks today are mostly monetary, a CRM takes the same concept but digitizes the experience.

People will choose the easy, straightforward process over the complicated and frustrating one every day of the week, so you need to provide a seamless customer journey. That’s why it’s time to invest in embedded insurance.

The insurance industry is no stranger to outdated technology. But do you know how much it can cost your independent insurance agency?

Carl Maerz, COO of ClientCircle, is all about brotherly love and the ’90s.

Jason Lui, CEO of Zywave, helped Zywave double in size, break into new markets and execute its mission to lead the insurance industry through digital transformation at every stage of the insurance lifecycle.

On this episode of Agency Nation, Dana Dattola, principal of Weaver & Associates, shares how she implemented diverse work and marketing strategies at her family agency, which provided a platform for the business to adapt to the pandemic.

If your tech stack is resulting in anything less than perfection, your recipe could use some refinement. Here’s how to create a smooth digital experience for clients and colleagues alike.

Here are four ways Voice over Internet Protocol (VoIP) phone systems can transform your agency’s communications.