x Menu

Sales force automation for growth and retention

1 minute read
Whitepapers | Producers, insurance Agency Technology, Agency Efficiency

Written by webadmin

Gaining and retaining customers is key to the success of any insurance agency or brokerage, and it is the producer’s job to keep the sales coming. But given the ever-changing and complex demands of today’s customer, coupled with the difficulty of keeping on top of and properly supporting interactions with prospects, customers and partners in a fast-paced technology-driven environment, that is no small feat.

In order to stay productive, manage the sales pipeline and continuously prospect, the days of tracking leads on sticky notes and managing contacts in a rudimentary spreadsheet may have to come to an end.

Learn not only about the benefits of sales force automation for insurance producers, but how to find a system that works for your agency.

Enter your information to download the whitepaper

  • Accepted file types: docx, pdf, jpg, png, doc, rtf, txt, odt.

 

Leave a Reply

Your email address will not be published. Required fields are marked *

Related Articles

featureimg

5 Steps to win and retain business with the mod

2 MINUTE READ

As a broker, you know workers’ compensation insurance is all about numbers Employers tend to view it like an [x]...

2 MINUTE READ
featureimg

Providing a Total Workers' Comp Solution

2 MINUTE READ

As a broker in a shifting P&C market, it is important to focus not only on coverage and obtaining the best price [x]...

2 MINUTE READ
featureimg

Utilizing Technology in Small Agencies

2 MINUTE READ

Small agencies face unique challenges in the insurance industry than other agencies might Between selling new lines, [x]...

2 MINUTE READ