My husband and I are 1 year into our own agency. We can't grow until we start automating everything. We have 1000's of leads and contacts but don't market to them consistently. We're using Outlook syncing with Google to keep client info and policy info. There had to be an economical way to being or business into the 20 century.
1. We need a contact manager.
2. Need drip marketing.
3. Need policy management so we can market to current clients.
4. Need help on growing our agency.
Right now, a large portion of our business is nedicare Clients, but want to move into more life and annuities. Any thoughts?
1. We need a contact manager.
2. Need drip marketing.
3. Need policy management so we can market to current clients.
4. Need help on growing our agency.
Right now, a large portion of our business is nedicare Clients, but want to move into more life and annuities. Any thoughts?