After a Sales Presentation, what steps should I take to encourage a client to call me if there are questions/issues, rather than call CMS? Always tell the customer I am your first line of defense. If you have any questions or concerns, I should be your first call. That is where I earn my keep.

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Compliance Guidelines & Resources

We have great news coming from Integrity Marketing Group with the launch of the Integrity’s LifeCENTER platform for insurance agents. Life agents will now be able save time, sell more and better serve clients. Here are some of the big changes coming with the launch of this new innovative technology:Integrity’s LifeCENTER platform changes the insurance

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Integrity announces launch of LifeCENTER platform

Proprietary legacy planning service fully integrates with Integrity’s end-to-end suite and empowers agents to more holistically serve their clients and help them leave a lasting legacy Integrity Marketing Group, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced the company-wide launch of Legacy Safeguard® and

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Integrity Announces Expansion of Transformational Legacy Safeguard® Turnkey Offerings for all Integrity Agents

We’re going to cover some of the top retention strategies for insurance agents that can be implemented with your current  book of business.Whether you’re just coming off the Annual Enrollment Period, Open Enrollment Period, or maybe you’re a life insurance or annuity agent; one of the greatest things that we can talk about in this

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Top Customer Retention Strategies for Insurance Agents in 2024

CRM stands for “Customer relationship management”. A CRM is beneficial for you because it can simplify and automate their entire insurance workflow. Basically, the CRM takes away the day-to-day task of manually entering data. The CRM will take care of that job for you and it will manage your leads, contacts, and analytics. We have compiled

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CRM for Insurance Agents: Top 8 platforms to utilize in 2024

Thanksgiving has arrived and the common question comes up with friends and family: What are you thankful for this year? Our Tidewater Management Group family is very thankful for a variety of reasons this year.  Adam KirkeyAccount ManagerAdam gets the opportunity to work with agents on a daily basis as a marketer. He is thankful

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Thanksgiving 2023: A peak at what Tidewater Management Group is thankful for