5 THINGS ABOUT DEAL BOARD (CRM TOOL) TO BOOST YOUR AGENCY IN 2019

| March 1, 2019

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For any agent, keeping track of customers, clients, prospects, and a thousand other things is not an easy task. It demands hard work and undivided attention just to keep things moving. But utilizing CRM (Customer Resource Management) tools built by InsuredMine helps agents get things under control. With very easy setup and simple instructions to use, these tools are making life easier for agents everywhere. Deal Boards and CRM tools for insurance agents built by InsuredMine helps agents automate and monitor sales, service, and engagement. After speaking with agents from almost every state, we learned policy sale is a personal process. Everyone sets their own processes. Nothing wrong in it; if it works for you great! We also learned there is a great opportunity for most to improvise with technology and make their processes more efficient. Research indicates automated lead management shows 10% and above increase in sales revenue in just 6-9 months. So it is important that independent agents use the best Deal Board CRM tools for insurance agents to manage deals. As an independent agent, you are well aware that all leads do not convert to customers, but require equal attention and work to tilt the scale in your favor.

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Here at HPOne, our focus on the health insurance industry brings proprietary technology, along with innovative and performance-based solutions, to address the most pressing challenges facing our clients. Follow our LinkedIn page for updates on company events, job postings, and insights into our employee culture.

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Spotlight

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