When FamilyFirst Legal Co., a reputable family law practice, found themselves grappling with the challenge of efficiently qualifying...

The Challenge: Smallville Insurance Agency (SIA), a stalwart of the insurance industry in Smallville for over 40 years,...

Background:Delta Insurance Agency, a small-scale provider of home, auto, and life insurance, wanted to better understand its sales...

Setting the Scene: “Secure Future Insurance,” is an agency where the sales team, though talented, faces motivational and...

Background: Jane owns “Downtown Insurance,” a local insurance agency in Springfield. While she enjoys a steady stream of...

Cold calling is an age-old technique in the insurance world. However, with evolving times and data availability, there’s...