Identifying the Right CRM Software for Your Insurance Agency or Brokerage


Insurance is a funny old business. It’s one of those financial products everybody needs but hopes they’ll never have to use.   As an insurance agent or broker, you know that the only time most of your clients think about their insurance is when their policies are due for renewal, or when the worst happens and they need it to cover their losses. You’ll also know that a considerable part of your job is reminding your clients that their renewals are due—because there is no insurance policy for a lapsed insurance […]

Text Message Marketing for Health Insurance


Text message marketing or SMS marketing has gained a lot of ground in the past few years and is now a common way to communicate promotional or informational messages to your audience base. This is a strategy that’s grown in popularity due to its ability to foster better relationships and enhance engagement.   For health insurance companies, incorporating text message marketing into your strategy can transform the way you interact with patients and streamline operations. We’ll be exploring this useful tool and its applications to a traditional industry that’s evolving with […]

 

Ready to give it a go?

Request a demo