Everyone knows that technology will remain a growing part of the insurance sales business. The pandemic only speeded up the tech revolution. So why are advisors seemingly failing so bad at the basics?

An insurance customer relationship management (CRM) software is a solution that helps insurance agencies, providers, or brokers manage all business tasks while maintaining high customer service. From ...

Nutshell's purpose-built AI agents handle notes, research, outreach, reporting, and more--reducing busywork so sales and marketing teams can work smarter and close deals faster. ANN ARBOR, Mich., Jan.

The built-in agents plan and launch marketing campaigns in minutes, personalize every send, resolve customer requests, and keep humans in the loop BOSTON--(BUSINESS WIRE)-- Today at its flagship event ...

The customer experience conversation has become dominated by a singular narrative — deploy AI agents to automate support tickets, personalize marketing campaigns, and accelerate sales cycles. While ...

Workbooks is betting that plain-English AI agents can help mid-market teams overcome CRM friction faster than ...