Scratching your head trying to figure out which dialer to use for your outbound prospecting? No problem! We have you covered, as we reviewed the top 12 dialers we find insurance agents recommending all over the web. Not only are we going to break down what a dialer is, but we are going to:
In last month’s Agents’ Review Corner post, we talked about the importance of having a customer relations management tool or CRM. The top reasons for having a CRM are to help you keep track of each lead’s contact and case info, and also to automate the process of following up with leads you don’t close right away.
Are you struggling to keep your contacts organized, or are you wondering which lead opportunities in your prospect database to prioritize? Maybe you have a CRM right now, but perhaps it doesn’t have the full functionality you need or maybe the price is too high. This article will help you not only understand the full capabilities of what a CRM (customer relations management) can do for you, but also will let you know which CRMs are the most agent friendly.