Salesmate

DECEMBER 11, 2020

Amidst the ferociously competitive market in the insurance sector, you need a way to stay on top of your game. Insurance agents deal with multiple tasks and clients every day. First, let’s look at what Insurance CRM is and the challenges insurance agents face to understand CRM’s need in business.

Insurance 128

Insurance Insurance CRM Policies 128

Sales and Marketing Management

DECEMBER 16, 2019

Companies have heads of operations, marketing, accounting, sales and human resources, but rarely do they have someone in charge of their second most important asset (after employees). A Toronto insurance agency, BKIFG, provided every account executive with a $25 allowance to spend monthly on customers. That asset is the customer. . .

Company 423

Company Customer Insurance Insurance 423

Hubspot Sales

OCTOBER 22, 2021

While small business insurance can seem like a burden, it’s an important part of doing business. But how much should you be paying for business insurance? Your small business insurance costs will vary based on factors like your preferred type of coverage and industry. Importance of Small Business Insurance.

Insurance 126

Insurance Insurance Small Business Small Business 126

Awarathon

MARCH 19, 2025

In the fast-evolving insurance industry, clarity in policy explanations can make all the difference in securing a clients trust and closing deals. With Conversational AI for Insurance Agents, companies can equip their teams with realistic, AI-driven roleplays to refine their approach and master the art of persuasion.

Policies 52

Policies Insurance Insurance Training 52

Understanding the Sales Force

FEBRUARY 10, 2022

The company that provides us with cyber-insurance required that our entire team watch a series of 21 training videos to make us more aware of how hackers operate, how easy it is to be hacked, and what we must do differently in order to protect our data, privacy and accounts. I found it challenging to write this article.

Insurance 327

Insurance Insurance Outbound Video 327

Pipeliner

DECEMBER 4, 2024

Start by evaluating your preparedness for the unexpected with a plan and business insurance , then create incentives that make sense with the season, and finally, keep your work and life balanced so you don’t lose what’s most important. However, because of the chance of significant losses, insurance is a major part of your plan for success.

Insurance 97

Insurance Insurance Incentives Incentive 97

Hubspot Sales

JUNE 29, 2023

Insurance sales is a highly lucrative industry. Paul Moss, Founder of HeyDriver and a 14+ years insurance veteran, says, “There is a lot of cheddar to feed the mouths of insurance professionals.” With a diploma, you can start working as an insurance salesperson. Table of Contents What is insurance sales?

Insurance 122

Insurance Insurance Salary Policies 122

Zoominfo

MAY 5, 2021

If you were a marketer twenty years ago, you would have given anything for this scenario. In 2021, digital marketers are segmenting audiences and focusing on quality over quantity. Years ago, marketers primarily segmented their audiences by age range—mainly because the data to get super granular didn’t exist back then. “As

Segment 246

Segment Lead Rank Trends Marketing Qualified Lead 246

Pipeliner

FEBRUARY 6, 2025

In a recent episode, John Golden sat down with Todd Schuchart , a certified goofball and expert in life insurance sales and lead generation. ” This episode challenges the stereotype that only certain personality types can excel in sales and offers valuable insights into modern sales strategies, particularly in the insurance industry.

Lead Scoring 102

Lead Scoring Lead Rank Video Strategy 102

Force Management

APRIL 3, 2025

When Patra, an insurance-tech provider, crossed the $100M in ARR benchmark, their leadership launched a partnership with Force Management to elevate their go-to-market approach with the goal of doubling their revenue.

Case Study 101

Case Study Insurance Insurance Study 101

Zoominfo

APRIL 15, 2025

ZoomInfos State of AI in Sales and Marketing survey, which gathered insights from more than 1,000 GTM professionals, reveals just how quickly AI is transforming sales teams and the roadblocks for further AI innovation. Power users on sales teams are saving time, closing deals faster, and seeing real, measurable business results.

Survey 130

Survey Forecasting Lead Scoring Lead Rank 130

Steven Rosen

SEPTEMBER 5, 2017

The business impact of a successful integration of a new sales or marketing leader can catapult a commercial business unit to new levels. I provide executive coaching for leaders in their first 90 days as both an insurance policy and a way of doubling down on your investment. Executive Coaching Helps Provide Insurance.

Coaching 281

Coaching Hiring Insurance Insurance 281

Partners in Excellence

JULY 13, 2024

Which brings me to write about “Cat Insurance.” At the time, the vet said, “There’s now medical insurance you can get for your pets, you may want to consider it.” The supplier was a niche insurance company. About six months into the maintenance program, we get a call from the insurance company.

Insurance 77

Insurance Insurance Health Care Scale 77

Sales and Marketing Management

JANUARY 8, 2018

Author: Jason Kulpa Successful B2B marketing is all about saying the right thing through the right channel at the right time. In fast-paced marketing, the right time usually means right away. Finally, by proactively owning engagement today, companies can stretch their marketing dollars further. Be amazing.

Sales Qualified Lead 257

Sales Qualified Lead B2B Leads Marketing Qualified Lead 257

SBI Growth

JULY 20, 2013

To engage in markets and geographies previously out of reach. Download our “Choose Your Channel” Guide to learn how you should Go To Market. They can brand and market themselves more effectively. Auto insurers like Esurance (Allstate) engage their customers with websites instead of brokers. Is your channel threatened?

Salary 316

Salary Automotive Face-to-face Channels 316

Pipeliner

MARCH 30, 2021

A company providing self-storage facility insurance becomes your ultimate choice when you need to protect important accessories and items against any possible mishap. Primarily, the storage facilities are backed up by insurance companies that provide several important benefits to their clients.

Insurance 98

Insurance Insurance Policies Licensing 98

DiscoverOrg Sales

DECEMBER 18, 2018

You might recognize the most-prospected-to companies of 2018, according to DiscoverOrg’s database, as household names – but that’s not why savvy sales and marketing professionals have been pitching to them. Insurance. Louise C– serves as Senior Director, Hospitality Marketing. For sellers, context is everything.

Company 156

Company Prospecting Oracle Transportation 156

Sales Gravy

MARCH 30, 2025

Being ahead of your number now is an insurance policy against unforeseen setbacks in the future. With so much volatility in the market place in the moment I highly recommend listening to my book Selling in a Crisis on Audible or Spotify or taking my courses on Selling During Uncertainty on Sales Gravy University.

Quota 104

Quota Insurance Insurance Policies 104

Sales and Marketing Management

NOVEMBER 11, 2020

Author: Jen Smith, VP Marketing, MarketingProfs In the “Before Times” – way before the start of the COVID-19 pandemic – virtual events were often seen as lesser-than to in-person, bigger-budget events. Jen Smith is vice president of marketing at MarketingProfs. They were viewed as less compelling, less useful and, certainly, less fun.

Demand Generation Agencies 358

Demand Generation Agencies Face-to-face Lead Rank Conference 358

Pipeliner

FEBRUARY 3, 2025

You can learn from other business models requiring monthly payments, like car insurance for different types of drivers , to see what you could carry over to your business. You may not have considered insurance as a subscription. Insurance companies offer customizable policies.

Insurance 82

Insurance Insurance Policies Follow-up 82

SocialSellinator

APRIL 24, 2023

Social media marketing is a powerful tool for insurance agencies looking to reach and engage their target customers. From increasing brand visibility to creating more meaningful relationships with prospects, the advantages of using social media strategies are limitless.

Facebook 124

Facebook Social Media Insurance Insurance 124

Anthony Cole Training

APRIL 17, 2020

There is always something going on in the market that makes selling difficult. However, you can choose to develop strategies and utilize virtual technologies to get in front of your prospects and clients.

Marketing 212

Marketing How To Prospecting Strategy 212

The Pipeline

MARCH 20, 2014

With over 800,000 downloads on Google Play™ alone, Evernote ® is one of the most popular and highly rated productivity apps on the market. ABBYY ® and CamCard , two of the most trusted card reading apps on the market, are available for iOS® and Android™. Let’s look at three of the best tracking tools available.

CamCard 308

CamCard Tools Conference Fashion 308

Sales Gravy

MARCH 18, 2025

Gaius, who runs an insurance brokerage in Ohio wants to know how to get his new sales agents cold calling and building pipeline earlier in their training cycle, without making them feel overwhelmed and sabotaging their confidence. Let them call 5 or 10 leads each morning, focusing on booking appointments (rather than doing in-depth quoting).

Cold Calling 85

Cold Calling Hiring Guidelines GoldMine 85

Sales Hacker

DECEMBER 10, 2024

His path to Levelset was serendipitous he had tried to sell Wolf health insurance, thinking the company was much larger than it actually was. Roth’s journey began as a 23-year-old failed entrepreneur, fresh from a stint pedicabbing in the French Quarter of New Orleans for cash after his consumer product startup fizzled out.

Scale 111

Scale Hiring Insurance Insurance 111

Sales and Marketing Management

MAY 10, 2020

Given the economic uncertainty in the market today, forecasting through this change is an incredible challenge. As sales reps begin to find new opportunities to sell in this market, changing the sales team’s messaging is critical to ensure you do not sound tone deaf or insulting to that market. Shifting Messaging .

Face-to-face 302

Face-to-face Hiring Lead Scoring Lead Rank 302

Nutshell

AUGUST 18, 2021

We wanted to showcase some of the ways our customers are expertly (and beautifully) using Nutshell Marketing to reach audiences and drive business! In no particular order, here are some of the Nutshell marketing team’s favorite marketing emails composed by Nutshell customers from the past few weeks. Music Victoria.

Film 118

Film Travel Marketing Insurance 118

SBI Growth

SEPTEMBER 6, 2012

This post is about a CEO of a $450M company who focused on winning large deals to double revenues in a flat market. If you feel product differentiation and hot markets are the only way to grow revenue, this CEO proved otherwise by refusing to accept these limitations. The collision repair’s “market” depends on wrecked cars.

Hiring 297

Hiring Penetration Demand Generation Targets Incentives 297

The Pipeline

JUNE 25, 2020

I remember when clients started giving reps iPads, loaded them up with collateral, and turned to market and announced, “We are Digital!” For too long we have allowed business leaders to celebrate incremental gain, mostly momentum and market-driven, as success. The same attitudes that limited and limit real transformation.

Sage 288

Sage Real Estate Skype Collateral 288

Smooth Sale

MARCH 13, 2025

Protect Yourself and Your Clients Clients want to know theyre working with someone they can trust, and one of the most significant ways to boost your credibility is to show that youre fully insured. The additional business will offset the cost of buying insurance. Todays insights are provided to help you achieve the Smooth Sale!

Insurance 78

Insurance Insurance Hiring How To 78

MarketJoy

OCTOBER 3, 2024

For example, if you provide a software solution designed for highly regulated industries, focus your efforts on healthcare organizations rather than trying to target healthcare, finance, insurance, and other sectors simultaneously. Contact us today to learn how we can help you avoid pitfalls and drive success in your marketing campaigns.

Lead Generation 98

Lead Generation Outbound Ideal Customer Profile Lead Rank 98

Sales and Marketing Management

APRIL 26, 2019

Author: Steve Norman I recently saw the CMO of a high-profile company present at an international marketing conference. The CMO said this “breakthrough” strategy was the foundation of the company’s sales and marketing plans. In fact, it was first adopted by the insurance industry in the 1870s.

Top of Funnel 229

Top of Funnel Ideal Customer Profile Customer Lead Rank 229

No More Cold Calling

OCTOBER 31, 2013

Blasting prospects with automated marketing messages doesn’t work. In this week’s guest blog, Maribeth Kuzmeski, founder of Red Zone Marketing, Inc, outlines three solid approaches for standing out from the crowd. What target market(s) do you serve? Expose your uniqueness to your target market. What does work?

Referrals 234

Referrals Scale Insurance Insurance 234

Zoominfo

MARCH 21, 2025

Why Businesses Need Sales Coaching Software Today, customer expectations are higher than ever, and market conditions can change in the blink of an eye. And with shareable call snippets, sales can bridge team silos by looping in marketing, product, and engineering, amplifying the voice of the customer across the business.

Sales Coaching 130

Sales Coaching Software Software Coaching 130

Pointclear

DECEMBER 17, 2013

B2B marketers typically select targets from prospecting lists based on such traditional variables as industry, company size and job role, or title. My colleague Bernice Grossman and I recently conducted a new study indicating that B2B marketers now have the opportunity to target prospects more efficiently than ever before.

Harte Hanks 232

Harte Hanks Lead Rank B2B Data 232

Zoominfo

MAY 5, 2021

If you were a marketer 20 years ago, you would have given anything for this scenario. In 2022, digital marketers are segmenting audiences and focusing on quality over quantity. Years ago, marketers primarily segmented their audiences by age range—mainly because the data to get super granular didn’t exist back then. “As

Segment 130

Segment Lead Rank Trends Marketing Qualified Lead 130

SalesFuel

APRIL 16, 2025

Business development specialists use AudienceSCAN to identify new markets, new opportunities, and new channel partners. Marketers can use AudienceSCAN data to reach the people who count (instead of counting the people they reach), while crafting a message with impact to those who are most likely to buy. Approximately 14% of U.S.

Advertising 59

Advertising Advertising Campaigns Ideal Customer Profile 59