What’s The Best CRM For Financial Advisors And Insurance Agents?

by CommenceCRM

Customer relationship management is crucial for a financial advisor and/or an insurance agent since it directly affects customer loyalty and insurance sales. When the biggest asset to helping your business…

How Do Small Insurance Agencies Benefit From CRM?

by CommenceCRM

Technology has always been a significant factor in helping small-scale businesses grow and expand. Customer relationship management (CRM) software has been one of the best ways to help expand different…

Insurance CRM Vs. Agency Management System

by CommenceCRM

Insurance CRM and insurance agency management software are tools that help insurance agents and agencies work more efficiently. These insurance agency software both have built-in features for agencies to expand…

Benefits of Commissions Tracking CRM for Insurance Agents

by CommenceCRM

Many insurance agents rely on a commission-based salary, which can be tedious to keep up with when they have plenty of clients. A great way to help agents with this…

Mortgage Broker’s Guide to Choosing the Best Mortgage CRM

by CommenceCRM

A mortgage broker usually deals with lengthy processes before clients close a deal. This process can be very time-consuming when done manually. Thanks to customer relationship management (CRM) software, mortgage…

What Is the Best CRM for Insurance Agents?

by CommenceCRM

Insurance agents have to deal with a lot of work on their plate considering that they attend to several clients at once. A great way to manage your workflow as…

The Power is in the Sales Process

by Dave Kahle

In all of my training and consulting work, I’ve found it helpful to establish, right at the beginning, a big-picture view of the sales process. Once we have an overview,…

Two Keys to Sales Time

by Dave Kahle

It’s 10 AM Tuesday, and you are about to visit one of your customers. Why are you here? That’s the question I have asked innumerable distributor salespeople. Unfortunately, the answer…

Developing Your Salesperson

by Dave Kahle

Which of these issues are worrying you these days? Keeping the good salespeople you have? Motivating your salespeople? Stimulating your salespeople to become more productive? Attracting good quality, new salespeople?…

Commence – Not a Cookie-Cutter CRM Solution

by CommenceCRM

  You’ve heard it before. CRM is CRM is CRM. Most people believe that the myriad of CRM solutions in the market today are all pretty much the same, and…

Lead Tracking for Insurance Brokers

by CommenceCRM

Commence Corporation, a leading provider of CRM software for small to mid-size businesses has introduced a lead tracking system to help insurance brokers qualify the leads they get each and…

On Fielding a Directable Sales Force

by Dave Kahle

Not long ago I was speaking at a national sales meeting for a large regional distributor. The regional vice president for the company’s primary manufacturer was at the meeting, supporting…

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