Category Archives: FinTech

What is CRM Operation? Definition, Benefits & 10 Examples

Your CRM can highlight this trend, thereby alerting your marketing team. In response, marketers can create campaigns that highlight newly added or competitive features, making those price bumps seem like bargains. In turn, when newly qualified leads hit the conversion stage, that point of hesitancy is nixed before it forms. You can define leads based […]

Contact info for Broker U S. Customs and Border Protection

Annuity sales and marketing requires a high level of knowledge and skill. In addition to the training and marketing services we offer our clients, our team stays up-to-date on the latest information and regulations. In this new Broker Link podcast episode, we uncover how to choose an Agency Management System (scroll down for an exclusive […]