Insurance agencies, irrespective of their size, can grow their business by discovering ways to boost sales or by branching out to new markets. To achieve the former, they implement insurance CRM ...

Agencies often choose between a CRM and an AMS based on whether they’re focused on sales or streamlining business operations. CRM software manages sales pipelines and automates communication, while an ...

Successfully CRM adoption brings together a host of integrated tools and technologies that enable businesses to automate and optimize workflows, and obtain a 360-degree view of customers. However, ...

Microsoft, Vertafore Partner to Bring Dynamics CRM to Insurance; BDO Solutions Merges With Systemgroup; Good Adds Security to Dynamics CRM; Beyond Bank selects Microsoft to help put customers first ...