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Seven Steps for Insurance Prospecting: Software and Processes

Seven Steps for Insurance Prospecting: Software and Processes

Ever feel like the once critical phone call is now irrelevant? You’re not alone. The rise of data-driven prospecting and digital outreach sparked this rumor that phone prospecting is dead.

Yet, successful development teams still leverage the phone with insurance prospecting software for great results – in fact our Partner Platform agencies are emphasizing that a phone conversation is more important than ever. But how are they getting to that conversation?

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Becoming A Digital Insurance Agent: How to Do It and Why It Matters

Becoming A Digital Insurance Agent: How to Do It and Why It Matters

Digital insurance matters. According to McKinsey & Company, agencies that “digitally transform stand to gain satisfied customers, lower operating costs, and achieve higher growth.” Going digital doesn’t mean moving all your operations to A.I. and forgoing a physical location; it simply means moving towards meeting customer needs, improving processes, and protecting your business.

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