Published on: November 14, 2019
Insurance brokers face a unique challenge – they work in the best interests of the client, but clients and prospects often have a built-in mistrust of the insurance industry as a whole, meaning building a strong relationship isn’t always easy. That makes it more important than ever for brokerages to gain a competitive advantage by […]
Published on: September 27, 2019
The sales process in a brokerage is unique, in that you’re essentially selling prospects a beneficial service at no cost to them. But, at the same time, it’s also essentially identical to the sales process in every other industry. Brokers need to find leads, qualify them, make contact and sell the service while handling prospect […]
Published on: March 21, 2019
Mortgage brokers offer consumers and commercial clients an alternative to walking into a bank to secure a mortgage on their own. They’re experts in negotiating with banks, and they work on behalf of their clients – not the lenders – to try and secure the best deals possible. But in order to build a successful […]
Published on: October 12, 2018
As an insurance broker, you need to have powerful tools right at your fingertips to move prospects through the pipeline, keep track of leads and contacts, and sign deals from anywhere with ease and convenience. Even more, the right CRM delivers a single solution that gives call-center representatives, brokers and agents access to customer details […]
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