Understanding CRM for Insurance What is CRM? CRM stands for Customer Relationship Management, and trust me, it’s one of the most crucial tools in an insurance agent’s toolkit. In essence, it’s software that helps manage a company’s interactions with current and potential customers. For guys like us in the insurance biz, it also means keeping […]
1. Understanding CRM Software What is CRM? When I first dipped my toes into the world of sales, I quickly realized I needed some sort of structure to manage my relationships with customers. That’s when I found out about CRM, or Customer Relationship Management software. It’s basically a tool designed to help businesses manage business
1. Understanding the Evolution of CRM Software What is CRM Software? CRM stands for Customer Relationship Management, and it’s all about managing your interactions with current and potential customers. I remember first diving into CRM software, excited to see how it could transform my relationship with my clients. With CRM tools, you can streamline processes,