Crank Wheel

SEPTEMBER 28, 2022

What are the best health and life insurance lead vendors? So what exactly is a lead vendor? How do you know which ones are the most suitable for you? Read on to find out more.

Insurance 98

Insurance 98

Crank Wheel

JULY 13, 2022

12 Insurance marketing ideas any agent can use

Insurance 96

Insurance Marketing 96

Crank Wheel

MAY 25, 2022

Selling insurance is not an easy job. It can be exhausting to be in constant contact with new people to build up your customer base. A more exhausting part of the job is to deal with the number of rejections for every sale you eventually make.

Insurance 98

Insurance Sales 98

Hubspot Sales

MARCH 10, 2025

A business credit score shows lenders, vendors, and insurers how dependable your business is. A business credit score tells lenders, vendors, and insurers how trustworthy your business is when it comes to paying debts on time. It can influence loan approvals, insurance premiums, and supplier payment terms. The problem?

Suppliers 98

Suppliers Insurance Negotiation Finance 98

Sales Gravy

MARCH 30, 2025

Being ahead of your number now is an insurance policy against unforeseen setbacks in the future. Being ahead of your number now is an insurance policy against unforeseen setbacks in the future. If You Crushed it, and youre on the top of the ranking report congratulations, this is exactly where you want to be at the end of Q1.

Insurance 104

Insurance Sales Business Planning Marketing 104

ReviewTrackers

JULY 28, 2021

Insurance and Social Media. Social media marketing for insurance is experiencing major growth. According to a report by consultancy firm ITDS: 100 percent of 20 major global insurers are active on Facebook. Social Media Marketing for Insurance: The Challenge. People are not quick to trust insurance providers.

Insurance 70

Insurance Media Marketing Customer Experience 70

Customer Think

DECEMBER 9, 2021

The insurance sector is notoriously low touch. Customers tend to only hear from their insurer once or twice each year, and these are usua. There are arguably only four key customer journeys: taking out a policy, renewal, making a claim and cancellation.

Insurance 69

Insurance Customer Experience 69

Customer Think

AUGUST 21, 2024

In the insurance industry, customer service is especially important. If you break trust with your customers, or if they feel confused about their insurance policies, you could easily lose your customers to top rivals in your field. So what does it take to properly educate, inform, and support your insurance customers?

Insurance 64

Insurance 64

Customer Think

OCTOBER 28, 2021

Insurance software integrates and streamlines disparate business systems and creates a unified view of policies, processes, and customers. A number of insurance agencies across the globe are already enjoying the benefits of insurance management software. Below are five common insurance […].

Insurance 64

Insurance Software Software Management 64

Sales Gravy

MARCH 18, 2025

Gaius, who runs an insurance brokerage in Ohio wants to know how to get his new sales agents cold calling and building pipeline earlier in their training cycle, without making them feel overwhelmed and sabotaging their confidence. Let them call 5 or 10 leads each morning, focusing on booking appointments (rather than doing in-depth quoting).

Insurance 85

Insurance Sales Onboarding Marketing 85

Customer Think

JULY 18, 2021

The emergence of new technologies in the insurance industry has had an uplifting effect on business. From claims processing to lead conversions, insurtech – the interfection of insurance and technology- has overhauled the traditional processes and legacy systems and transformed the lives of insurers for good.

Insurance 137

Insurance Marketing 137

Customer Think

SEPTEMBER 11, 2021

Cloud Computing as a concept has had a huge impact across all the sectors with improving the business processes, offering production dynamics, and strengthening the relationship with customers, users, employees, and suppliers.

Insurance 119

Insurance Suppliers Acquisition 119

Outbound Engine

DECEMBER 7, 2021

Without further ado, here’s the list of the 40 top-performing small business subject lines of 2021 , including the top five each for real estate agents, insurance agents, mortgage loan officers, home services pros, financial advisors, wellness businesses and promotional products distributors. Is it time for an insurance check-in?

Insurance 69

Insurance Small Business Marketing 69

Red Star Kim

DECEMBER 19, 2023

Bolt Burdon Kemp – E-scooter rights and personal injury law E-scooters that are part of trials are insured and legal whereas private-owned e-scooters are not. Legal marketing case studies – Law firm media relations and integrated campaigns (Kysen).

Media 130

Media Insurance Marketing Emotional Intelligence 130

Kainexus

MARCH 8, 2022

When most people think about quality assurance (QA), they imagine the process of testing products before delivery to the customer. In software development, QA involves code inspection, user experience assessment, regression testing, test cases, and more.

Insurance 95

Insurance Manufacturing Software Software 95

Engage Selling

OCTOBER 30, 2020

I recently referred a friend to my insurance provider. Disappointingly, when she called the insurance provider, the receptionist provided wrong information and told my friend that no agents were available to further assist her because everyone was working from home. … Read More »

Insurance 127

Insurance Sales Sales Training Communication 127

Strategic Account Management Association

AUGUST 6, 2021

The solution will cover all aspects of account management, from sales to contract management (including legal, insurance, operations and more) and service delivery. Finally, we initiated the introduction of a state-of-the-art, globally integrated CRM. Tier 3: People Development.

Supply Chain 520

Supply Chain Logistics Co-Creation e-Learning 520

ACT

JUNE 28, 2022

The insurance industry is fiercely competitive — but of course, as an insurance professional, you already know that. If you’re struggling to grow your business and capture more of the insurance market, it’s important to understand what’s holding you back so you can meet those challenges head-on. Competition is off the charts.

Insurance 52

Insurance CRM Small Business Software 52

ACT

JUNE 28, 2022

As every insurance agency knows, gaining consumer trust is one of the biggest challenges in the insurance industry. In fact, one study found that only 20% of customers think that insurers are trustworthy and will do anything to avoid paying a claim. Here are some highly effective insurance marketing strategies to consider.

Insurance 52

Insurance Marketing CRM Sales 52

Crank Wheel

NOVEMBER 22, 2022

To be successful, insurance agents need to understand how to use Facebook’s features to their advantage. They also need to know how to create content that is interesting and engaging. Additionally, they need to be aware of the latest trends and changes on Facebook so that they can adjust their strategy accordingly.

Insurance 52

Insurance Marketing 52

Crank Wheel

NOVEMBER 29, 2022

This post will discuss insurance marketing, its importance and how it works. We put together this list of 9 good marketing ideas for insurance agents. And with so many marketing options out there, it can be tough to know where to start.

Insurance 52

Insurance Marketing 52

Customer Think

JANUARY 23, 2022

Designed to enhance the overall customer experience, AI-powered chatbots are widely used across industries, including financial services and insurance, telecommunication, Ecommerce and healthcare. Chatbots today are experiencing tremendous growth, and this is only expected to continue.

Customer Experience 138

Customer Experience Telecommunications Insurance eCommerce 138

Customer Think

JANUARY 27, 2022

As the insurance industry is undergoing a massive transformation, the process of selling is also evolving. Factors such as heavy competition, ever-changing customer behavior, and technological evolution mean that insurance brokers are now faced with a bouquet of challenges.

Insurance 52

Insurance Software Software Marketing 52

ReviewTrackers

MARCH 31, 2021

Improving customer retention can prevent billions of dollars of lost revenue in the insurance industry. What’s worse than losing billions in revenue is the amount that insurers have to pay to acquire new customers. According to Hubspot, the insurance industry is tied for the third-highest customer acquisition cost at $303.

Insurance 49

Insurance Transportation Digitalization Acquisition 49

Hubspot Sales

NOVEMBER 30, 2018

Is Prepaid Insurance an Asset? Prepaid insurance is recorded as a current asset on the balance sheet. It's the term used to describe advance payments for insurance coverage. Insurance premiums are often paid before the period covered by the payment. And the entire amount is typically paid off within a year.

Insurance 137

Insurance Investors Manufacturing Finance 137

Insightly

MARCH 21, 2023

Insurance agencies strive to bring value to their customers and provide peace of mind in life’s biggest moments. Whether you’re focused on auto, home, life, or health insurance, every situation is unique and every customer has distinct needs. A CRM automates insurance processes and simplifies complex workflows.

Insurance 52

Insurance CRM Software Software 52

Crank Wheel

OCTOBER 2, 2022

An expert guide on how to successfully collect, convert and retain insurance leads.

Insurance 52

Insurance 52

Hubspot Sales

APRIL 29, 2020

Insurance Providers. Insurance is a good example of a sales orientation business because policies aren't created based on consumer needs, but on providing the best coverage compared to competitors. Additionally, depending on the type of insurance, this is a product that consumers don't typically seek out.

Insurance 120

Insurance Retail Sales Marketing 120

Hubspot Sales

OCTOBER 19, 2017

Insurance sales agents - $49,990. 5) Insurance sales agents - $49,990. Insurance salespeople sell -- you guessed it -- one or more types of insurance. They must have a working knowledge of insurance policies, and they work with individuals or businesses to choose plans that are best suited to client needs.

Insurance 111

Insurance Telecommunications Advertising Manufacturing 111

Zendesk

NOVEMBER 2, 2022

When someone makes an insurance claim, they’re under a lot of stress. Why insurance companies need to invest in the claims customer experience. With tight competition from a crowded market, P&C insurance companies need to pay attention to their customer experience—or risk losing customers altogether.

Insurance 52

Insurance Financial Services Customer Experience Digitalization 52

Customer Think

SEPTEMBER 20, 2024

Podcast Today’s interview is with Conny Kalcher, Group Chief Customer Officer at Zurich Insurance.

Insurance 53

Insurance Customer Experience 53

Outbound Engine

DECEMBER 8, 2022

Without further ado, here’s the list of the 40 top-performing small business subject lines of 2022 , including the top five each for real estate agents, insurance agents, mortgage loan officers, home services pros, financial advisors, wellness businesses and promotional products distributors. Is it time for an insurance check-in?

Insurance 52

Insurance Small Business Marketing 52

The SAMA Podcast

SEPTEMBER 23, 2024

Joining us on today's episode is Ron Davis, Executive Vice President and Global Head of Customer Management at Zurich Commercial Insurance. With over 30 years of experience in the industry, Ron has implemented customer management best practices across Zurich's commercial insurance business, making significant contributions to the field.

Account Management 104

Account Management Insurance Management 104

The SAMA Podcast

SEPTEMBER 23, 2024

Joining us on today's episode is Ron Davis, Executive Vice President and Global Head of Customer Management at Zurich Commercial Insurance. With over 30 years of experience in the industry, Ron has implemented customer management best practices across Zurich's commercial insurance business, making significant contributions to the field.

Account Management 104

Account Management Insurance Management 104

Crank Wheel

AUGUST 11, 2022

Insurance agents should leverage their personal profiles on Social Media to connect with and convert prospects to customers.

Insurance 52

Insurance Media Marketing 52

Engage Selling

SEPTEMBER 25, 2020

I happily referred her to my business insurance broker. Recently, a Canadian colleague of mine needed to travel out-of-country and wanted to purchase medical coverage for COVID-19. But what happened next sure did not go the way either of us … Read More »

Insurance 117

Insurance Customer Success Communication Sales 117

Hubspot Sales

SEPTEMBER 10, 2021

The "Insurance" section dictates that a franchisee agrees to procure and maintain evidence of certain insurance policies, typically including: Comprehensive general liability insurance for the franchise location. Automobile insurance for any employees authorized to operate motor vehicles on behalf of the franchise.

Insurance 114

Insurance Advertising Procurement Suppliers 114