Manish Jetly·1d agoAn Insurance CRM Migration Checklist for Agents and BrokeragesMoving to a new insurance CRM involves more than transferring contacts. Your team must preserve the relationships between clients…
Mohamedbeemubeen·Oct 13Create Your Own AI Agent in MendixBuilding a doctor-appointment and insurance-claim agent with Mendix 11.12.2 and the Anthropic APIA response icon1
Diane Lampe·Oct 3The Growth Mindset Insurance Agents Need to Build a Career That LastsWhat separates an insurance agent who is still growing ten years in from one who plateaued at year three? It is rarely talent. It is almost…
Suraj Barai·Sep 28I Built an Insurance App for Myself. Then I Realised Other Agents Needed It TooI have been working as an insurance advisor for many years. During this time, my number of customers and policies kept growing. With more…
Suraj Barai·Sep 28How to Get Leads for Insurance SalesIf you are an insurance agent, getting customers is probably one of the biggest challenges you face. You may know your products well, but…
