TL;DR: Wingmate CRM is a simple, mobile-friendly CRM designed for insurance agents on the go, offering basic lead management and task tracking at an affordable price. Zoho CRM is a more customizable, feature-rich platform with advanced automation, AI-powered tools, and…
Hey, insurance agents! Deciding on the right CRM can be a huge time-saver and efficiency booster, but choosing the right one for your needs isn’t always easy. Today, we’re diving deep into a comparison between Wingmate CRM and HubSpot CRM,…
Artificial Intelligence (AI) is transforming industries across the globe, and the insurance sector is no exception. From automating workflows to providing intelligent customer support, AI tools can make a huge difference in how efficiently your agency operates. In this post,…
Hey there, insurance agents! Choosing the right Customer Relationship Management (CRM) system can feel like a daunting task, but don't worry—we're here to help. A good CRM can streamline your processes, manage client relationships effectively, and boost your productivity. Among…
In the ever-evolving landscape of lead generation and telemarketing, staying compliant with the Telephone Consumer Protection Act (TCPA) is paramount. The Federal Communications Commission (FCC) recently issued a new order that significantly impacts how lead generators and buyers operate, making…
"How to Win Friends and Influence People" by Dale Carnegie Think of this book as your secret weapon for getting folks to like you and listen to what you've got to say. It's packed with simple yet powerful tips on…
Starting your journey as an insurance agent is packed with potential but also riddled with traps that can derail your progress. It's not just about selling policies but mastering the art of navigating the industry's intricacies. This guide will walk…
Welcome to our in-depth guide, where we illuminate the path for life insurance agents searching for the perfect state to call home. With a keen eye on the blend of professional opportunity and personal fulfillment, we've sifted through data to…
MLM (multi-level marketing) or network marketing in insurance isn’t new. For those who excel at recruiting and sales, MLM insurance agencies can offer a lucrative career path. Many insurance companies structure their organizations around this model, enabling agents to earn…
Are you an independent insurance agent looking to partner with the best companies in 2025? We've updated our list based on feedback from over 1,000 actively selling insurance agents. How We Rated These Companies Our rankings consider: Technology tools and…
