What types of insurance do you sell?
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Health
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Medicare
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Life
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Property & Casualty
How many policies do you write per week?
Are you currently using an all-in-one software solution to prepare, distribute, track, and close your sales quotes?
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No
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Yes
Does using multiple software solutions to manage your sales process create a lot of manual and redundant work?
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No
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Yes
Do you currently have a tool with marketing automation capabilities?
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No
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Yes
Do you have an insurance-specific CRM to manage all of your lead, prospect and client data?
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No
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Yes
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