The Insurance Certificate Hack for Winning Prospects
April 3, 2024
I am back in the saddle now that I’m off the road, and this content is going to come to you fast and furious. Today
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In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck are joined by David Lefevre, Owner of SalesPWR. They discuss what CRM is all about and why people should utilize it.
Episode Highlights:
- David Lefevre explains what a CRM is. (3:59)
- David Carothers shares how CRM has changed. (5:31)
- David Lefevre shares why marketing is one aspect of communication. (6:38)
- David Lefevre mentions what they’re doing at Florida Risk. (7:43)
- David Carothers mentions the problem with AMS and CRM. (8:54)
- David Carothers shares which CRM people should use. (11:27)
- David Lefevre shares why people should utilize CRM. (16:26)
Tweetable Quotes:
- “The more clients you have, the more you’re going to forget. We all know that customer service is king. Meaning, staying on top of your customers and knowing ahead of time what their needs are.” – David Lefevre
- “Marketing is one aspect of communication. Agency management systems are designed around doing business for an agency. They’re not intended to be marketing communication tools.” – David Lefevre
- “If you don’t put good information in, you can’t get good information out of it. The whole reason you have this is to get good information out.” – David Lefevre
Resources Mentioned:
Kyle Houck
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