How CRM Helps Insurance Benefit Brokers and Producers Grow Business in a Recession
published by InfoGrow
Some agencies struggle with this problem because of inadequate, outdated, or underused sales-and-marketing technologies and processes. Other agencies, however, are gaining a competitive advantage through a cost-effective, high ROI software solution: CRM – Customer Relationship Management.
Readers of this white paper will learn:
- How CRM solves focus problems for insurance benefit brokers and producers;
- The benefits of CRM;
- Why CRM has failed insurance benefit brokers and providers;
- How to make CRM successful for insurance benefit brokers and producers;
- Is CRM right for you? A “CRM assessment” will help you decide.
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