7 ways to optimize Less Annoying CRM for your Insurance Agency

In this webinar, Eunice, a CRM Coach at Less Annoying CRM, will guide you through our top tricks and tips for insurance agents using Less Annoying CRM. We cover: 1. customizing your pipelines 2. how to attach pipelines to the correct record 3. how to pull reports based on policy expiration date 4. how to pull up a list of contacts turning 65 5. when and why to use groups, and much, much more! If you're looking for ways to maximize the use of your CRM for your insurance agency, this is the webinar for you. Have questions not answered in the webinar? No problem! Feel free to contact us at www.lessannoyingcrm.com/Contact