CRM Day Talks - Insurance (English)

Ep 06 - CRM: The Indispensable Compass for Insurance Agents in the Turbulent Sea of Open Enrollment 2026


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In the turbulent waters of Open Enrollment 2026 — marked by regulatory changes, rising costs, and carrier exits — efficient management is more critical than ever for insurance agents and agencies. In this episode, we dive into how CRM has evolved from just software into a strategic compass to navigate this complex landscape. Learn how to organize your book of business, enhance customer service, and turn chaos into growth and retention. Hit play and stay on course!

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CRM Day Talks - Insurance (English)By CRM Day