📲 What You’ll Learn:
✅ Using CRM for better insurance customer relationships, sales, and retention.
✅ Understanding CRM systems: definition, functions, and importance in insurance.
✅ Leveraging CRM for improved client management, sales, and personalized communication.
✅ Key CRM features for insurance agents: lead tracking, reminders, and analytics.
✅ Effective CRM strategies for lead generation, retention, upselling, and automated communication.
👥 Ideal for:
🔹Insurance agents seeking to improve client management and sales.
🔹Insurance professionals aiming to streamline processes and boost efficiency.
🔹Business owners in the insurance industry looking to enhance customer relationships.
🔹Individuals interested in learning about CRM systems and their applications in insurance.
🔹Teams within insurance agencies wanting to improve collaboration and data sharing.
📍 Stay in the Loop:
👉 Upcoming Webinars: https://roc.ph/events
👉 Recorded Webinars: https://roc.ph/digital-services/webinars/
👉 Webinar Policy: https://roc.ph/policy/webinar/


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