Agent CRM today announced the launch of the Agent CRM Data Bridge, a browser extension designed to eliminate manual data entry for insurance agents enrolling clients in Medicare plans and captive ...

Greer, South California, May 14, 2024 (GLOBE NEWSWIRE) -- Under the visionary leadership of CEO Tim James, Swayze CRM announces the launch of its "Lead Safety Net Program," a new initiative within its ...

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 ...

Zurich Insurance Group has over 55 million customers around the world. The insurer built an AI tool into its agents' workflow to increase customer loyalty. This article is part of "Build IT: ...

This post is part of a series sponsored by Darkhorse Insurance. Imagine juggling multiple clients and endless paperwork. You face constant pressure to meet deadlines while providing excellent service.

A survey indicates that 89% of consumers are more likely to return if they get a positive customer service experience. On the other hand, 63% of customers are likely to leave a brand owing to a bad ...

Building on its deep AI foundation, the company introduced its new agent builder, monday agents, announced the full availability of its three latest AI capabilities, monday magic, monday vibe, and ...