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AgentCubed

CRM Built for Insurance: How AgentCubed is Key to Your Success

CRM is critical to the success of your organization. Agencies can choose between an industry-specific solution, building a proprietary system, or using a well-known system like Salesforce. Since all of these options require time and resources, it’s vital to make your decision based on the return on investment the CRM solution will provide. AgentCubed offers […]

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Category Archives: White Papers

What to Consider When Starting a Call Center

With recent shifts in the insurance industry, call centers are becoming an effective way for agencies to stay profitable. Carriers are steadily paying agents less for selling their products, and agencies are seeing agent travel expenses become unrealistic to sustain. Call centers allow for agencies to reach more people on a daily basis from a […]

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Elevate Your Agency with Multi-Channel Distribution

Lead generation and distribution are essential components to an agency’s success. But how effective is your lead distribution model? Are you using technology in ways that leverage your data, empower your people, and optimize your sales efforts? In this white paper, Elevate Your Agency With Multi-Channel Distribution, we will discuss how leads are generated, the […]

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The Complete Guide to Successful Cross-Selling White Paper

White Paper – The Complete Guide to Successful Cross-Selling

We live in an era of increasing specialization, where your clients may believe you represent only one product. If you assume your clients know the range of products you offer and the extent of your expertise, you may be losing sales to your competitors. Cross-selling can prevent this belief. Why Cross-Sell? Cross-selling strengthens your relationship […]

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