Get Your Free 14 Day Trial Of HighLevel Here!!
In this informative video tutorial, Jamie from Insurance Centers of America serves as the presenter, guiding you through simple yet effective steps to harness the power of the CRM (Customer Relationship Management) tool, known as “High Level.” Designed as the third installment in our sales generation series, this tutorial focuses on imparting foundational knowledge to optimize the utilization of the CRM tool.
The primary objective of the CRM tool is two-fold: to cultivate trustworthy relationships and facilitate successful sales closures. Recognizing the time constraints faced by salespeople, Jamie emphasizes the significance of simplicity and avoids complex processes.
Take the next step towards maximizing your producer potential with Insurance Centers of America’s Producer Investment Program!
Our comprehensive program is designed to equip producers with the knowledge, tools, and support needed to excel in the insurance industry. Whether you’re a seasoned professional or just starting out, our program offers valuable resources to help you achieve your goals.
Don’t miss out on this opportunity to enhance your skills, expand your network, and accelerate your success. Visit our website or contact us today to learn more about our Producer Investment Program and how it can benefit you. Read our program booklet here: ▶ a
#CRM #Sales #InsuranceAgents #insuranceindustry
2:58 – Why use a CRM
4:39 – How to Navigate the CRM
5:18 – How to add prospects to your CRM
9:52 – Time saving strategies
11:43 – How to set up a task in the CRM
Visit our website to learn more about Insurance Centers of America, Inc. and how we can skyrocket your independent insurance business into a Multi-Million Dollar Book!
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Insurance Professionals looking to become an Insurance Producer:
Insurance Centers of America, Inc.
or call Jamie at: 719-528-5400 ext: 140
Insurance Professionals looking for Insurance Education courses:
ICA Insurance Education
or call Barb at: 719-528-5400 ext: 123
Insurance Professionals looking to join an Insurance Network:
ICA Agency Alliance, Inc.
or call Blaine at: 719-528-5400 ext: 121
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Are you interested in joining one of the most extensive insurance groups in the nation? INSURANCE CENTERS OF AMERICA, INC. is advancing Insurance Professionals by helping them solve some of the most significant pain points within the insurance industry. ICA provides a multitude of assistance to Producers, starting with our proprietary Turnkey Lead Generation Program for commercial insurance. In addition to our lead generation program, we have access to most top national insurance carriers, beginner to advanced personal and commercial lines education, sales training, our in-house marketing department, support staffing if needed, very high commissions, and profit-sharing.
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You are watching “Advancing Insurance Professionals,” produced by Insurance Centers of America, Inc. – where you will learn how to build a Multi-Million Dollar Book of Business.