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Comprehensive Review of Top CRMs for the Insurance Industry

Redbird Agents

Choosing the right Customer Relationship Management (CRM) system is crucial for enhancing customer interactions and streamlining operations within the insurance industry. Stars Better Agency $299 - $549 Yes Yes Extensive N/A RadiusBob $34 - $292 Yes No Extensive 4.14 Stars Salesforce $25 - $300 Yes Yes Extensive 4.3

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Insurance Marketing for Insurance Agency Owners

Redbird Agents

Insurance marketing is the driving force behind the growth of any successful insurance agency. Whether you’re an established agency owner or just starting, having a strong marketing strategy is essential to attract new clients, retain existing customers, and scale your insurance business.

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How to Find the Best IMO for Your Insurance Agency

Redbird Agents

Navigating the insurance landscape can be challenging for insurance agency owners. From understanding various acronyms and abbreviations like IMO, FMO, and MGA, to managing relationships with insurance carriers, there is a lot to consider. Frequently Asked Questions What is an IMO in insurance?

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How to Not Suck at Being an Insurance Agent

Redbird Agents

If selling insurance was so easy, then why is it that roughly 10 percent of the independent insurance agents generate the vast majority of the sales? Are all independent agents good salespeople? The odds of succeeding selling insurance are against you, so listen up and let’s see if we can help you beat the odds.

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How to become an insurance agent? Ultimate guide

Friendly Agent

The movie tackles the lives of stockbrokers and also talks about the life of their partners, insurance agents. The world of insurance selling can be overwhelming. Among the first steps is to learn the responsibilities and preferences that agents must have. There are Property and Casualty, Life/health insurance, and more.

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Starting An Independent Insurance Agency With No Experience | EverQuote

EverQuote

Want to be an independent insurance agent but have no idea where to start? Let this guide—sourced from an expert agent who has traveled this same path—be your, well, guide.

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How High-Quality Insurance Agency Data Fuels Effective Market Research for Carriers and MGAs

Neilson Marketing Services

The insurance industry moves fast, and for carriers and MGAs, knowing where they stand with their independent agency partners is critical. Do agents view them as valuable parts of their portfolio? With this information, surveys can be directed at discovering why agents turn to them and how they compare to competitors.