CRM Day Talks - Insurance (English)

Ep 09 - The Power of Personalization: Messages That Connect and Sell in Open Enrollment 2026


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In Open Enrollment 2026, personalization is key to connection and sales. This technical guide explores how insurance agents can leverage CRM data to craft messages that address each client's specific needs and concerns, especially amidst complex Obamacare changes. Discover how to scale relevant communication to boost conversion, ensure client retention, and strengthen your book of business.

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CRM Day Talks - Insurance (English)By CRM Day