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Berndt and Murfin Insurance Agency

Berndt and Murfin Insurance Agency Client Stories Getting Started Training Support Partner User Community Agency Information Based in Portsmouth, OH (3 locations). Founded in 1921 18% commercial and 82% personal 30 employees Dan Cassidy “… I’ve seen the alternatives....

Family Insurance Center

Family Insurance Center Client Stories Getting Started Training Support Partner User Community Agency Information Based in Seymour, Freedom, Greenville and Stockbridge, WI. Founded in 1988 33% commercial, 33% farm and 33% personal 30 Employees Chad Van Camp “The...
Prospecting 101 – Leveraging Your Agency Management System

Prospecting 101 – Leveraging Your Agency Management System

Statistics don’t lie: speed and consistency are critical to success when it comes to prospecting for new business.

Yet, quick follow up and steady communication can be tricky. Sales reps rely on full-service CRM and marketing automation tools—neither of which is practical for the average independent insurance agency. (more…)