I know this post is a bit long. I thought about making several different posts for the different topics, but since they all kind of tie together (and everything is really about creating a marketing plan anyway) I figured I'd just make it one comprehensive post.
Current Situation
Right now I’m pretty low-tech. I’ve used Retail for a few years as my CRM, but just use it mainly for data entry like inputting basic contact info, medsupp plan selected, appointment notes, etc. I don’t have a website, brand, or logo (I just use that of my agency), don’t hav
Source of insurance-forums.net
Current Situation
Right now I’m pretty low-tech. I’ve used Retail for a few years as my CRM, but just use it mainly for data entry like inputting basic contact info, medsupp plan selected, appointment notes, etc. I don’t have a website, brand, or logo (I just use that of my agency), don’t hav
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