Insurance Agent CRM Blog
Practical guides, strategies, and tips for life, health, and Medicare insurance agents.
Power Dialers for Insurance Agents — How to Call More Leads in Less Time
Manual dialing wastes 60% of an agent's calling time waiting for rings, voicemails, and disconnected numbers. A power dialer eliminates that waste. Here is how to use one correctly.
SonicCRM Team
May 31, 2026
How Insurance Agents Should Track Licenses Across Multiple States
Most insurance agents who are licensed in multiple states are one missed renewal away from an E&O gap or regulatory action. Here is how to track everything systematically.
SonicCRM Team
May 31, 2026
The Perfect Life Insurance Lead Follow-Up Sequence
Most life insurance agents follow up once or twice and move on. The data says deals close between contact 5 and 12. Here is the exact follow-up sequence that converts more leads into policies.
SonicCRM Team
May 31, 2026
Best Commission Tracking Software for Insurance Agents 2026
Most insurance agents track commissions in Excel. That stops working the moment you have more than 50 policies and two carriers. Here is how to do it properly.
SonicCRM Team
May 31, 2026
How to Dominate Medicare AEP With Your CRM
The Annual Enrollment Period runs October 15 through December 7. For Medicare agents, this is the Super Bowl. Here is how to use your CRM to maximize every contact and not miss a single renewal.
SonicCRM Team
May 31, 2026
SMS Marketing for Insurance Agents — Complete Guide 2026
SMS has a 98% open rate vs 20% for email. For insurance agents, that means your follow-up is actually being read. Here is how to use SMS correctly — compliantly and effectively.
SonicCRM Team
May 31, 2026
A2P 10DLC for Insurance Agents — What You Need to Know
A2P 10DLC registration is now required for any insurance agent sending business SMS from a 10-digit phone number. Here is what it means, why it matters, and how SonicCRM handles it for you.
SonicCRM Team
May 31, 2026
How to Set Up the Perfect Insurance Pipeline in Your CRM
Your pipeline stages are the backbone of your insurance CRM. Most agents get them wrong, losing deals in the cracks between stages. Here is how to set up each insurance line correctly.
SonicCRM Team
May 31, 2026
GoHighLevel for Insurance Agents — Honest Review 2026
GoHighLevel is the most talked-about CRM in insurance Facebook groups. After six months using it for a life and Medicare book of business, here is an honest assessment of where it works — and where it falls short.
SonicCRM Team
May 31, 2026
Best CRM for Insurance Agents in 2026 — Complete Guide
Choosing the right CRM as an insurance agent is one of the most important decisions you will make for your business. We reviewed every major option to find the best fit for life, health, and Medicare producers.
SonicCRM Team
May 31, 2026
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