Imagine this. Maria, an experienced insurance agent in Fort Collins, prides herself on the strong relationships she builds with her clients. She was in the middle of a routine annual review with a young couple, the Jacksons, for whom she’d written an auto policy two years prior. The call was going great until they casually… The post Your Agency’s Crystal Ball: Using a CRM to Predict a Client’s Next Move appeared first on Marketing 360® Blog.
