Everyone knows that technology will remain a growing part of the insurance sales business. The pandemic only speeded up the tech revolution. So why are advisors seemingly failing so bad at the basics?

The built-in agents plan and launch marketing campaigns in minutes, personalize every send, resolve customer requests, and keep humans in the loop BOSTON--(BUSINESS WIRE)-- Today at its flagship event ...

An insurance customer relationship management (CRM) software is a solution that helps insurance agencies, providers, or brokers manage all business tasks while maintaining high customer service. From ...

The MarketWatch News Department was not involved in the creation of this content. -- Splio is setting prediction as the new CRM standard and the future interface for AI agents -- The company has ...

In today’s rapidly changing digital environment, customers expect brands to know them, understand them, and respond immediately. They do not want to repeat themselves, wait forever for a response, or ...

Call center representatives use CRM software specifically designed for contact or help centers. These platforms host all customer information, including contact information, interaction history, ...