Life Insurance ROI Calculator ROI Calculator Cost Per Lead ($): Number of Leads: Conversion Rate (%): Average Policy Premium ($): Agent's Commission Rate (%): Calculate ROI The Life Insurance Leads ROI Calculator is a simple yet powerful tool designed to…
Dustin DeTorres (DD):Hi everyone, Dustin DeTorres here, Co-Founder of Badass Insurance Leads. Today, I’m excited to bring you an insightful interview with John Marshall, a top-performing insurance broker at Family First Life (a part of Integrity Marketing). John has mastered…
Thanksgiving is more than just turkey and football—it's a time when families gather, reflect on their blessings, and discuss what truly matters in life. For insurance agents, this holiday presents a golden opportunity to connect with potential clients and position…
The Life Insurance Needs Assessment Worksheet is a powerful tool designed to streamline and simplify the process of determining appropriate life insurance coverage for clients. This comprehensive worksheet covers essential areas, such as personal information, family and dependent details, financial…
TL:DR; Salesgenie is ideal for larger budgets and advanced needs with high-quality, up-to-date leads, while Exact Data offers a budget-friendly, easy-to-use alternative with solid, though sometimes outdated, lead options. Today, we’ll take a deep dive into two popular options: Salesgenie…
TL:DR Salesforce offers advanced customization, AI tools, and scalability for larger agencies, while Freshsales is a more affordable, user-friendly CRM with built-in communication tools and AI-driven lead scoring, ideal for smaller agencies. When selecting a CRM for your insurance agency,…
TL:DR Salesforce offers advanced customization and scalability for large agencies, while Insureio provides an easy-to-use, insurance-specific solution ideal for life insurance agents and smaller agencies. When it comes to managing client relationships, policies, and leads, insurance agents need a CRM…
hen selecting the right CRM for your insurance agency, it’s essential to consider which platform aligns with your agency’s size, goals, and operations. Salesforce CRM and AgencyBloc are two popular options tailored for different needs. Salesforce offers advanced customization and…
Salesforce is ideal for large agencies needing advanced customization and automation, while Zoho offers a budget-friendly, user-friendly option for small to mid-sized agencies. Salesforce provides deeper analytics, but Zoho is easier to set up and more affordable. Choosing the right…
TL:DR; Salesforce is best for large insurance agencies needing customization and automation, while HubSpot suits smaller agencies with its free plan and user-friendly interface. Salesforce offers more advanced features, but HubSpot is easier to use and more affordable for agents…
