How CRM Helps Insurance Benefit Brokers and Producers Grow Business in a Recession

A challenge for insurance benefit broker agencies, even more critical in today’s business climate, is finding, serving, and keeping satisfied, loyal customers.

Some agencies struggle with this problem because of inadequate, outdated, or underused sales-and-marketing technologies and processes.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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