The year-end giving season is a time of immense generosity; a period where individuals and communities rally together to support the causes closest to … [Read more...] about How to Stand Out During Year-End Giving with Omnichannel Engagement
Data-Driven Sales Onboarding: Equipping Sales Teams for Success
Imagine your new sales reps hitting the ground running, armed with the knowledge and skills to close deals from day one. Data-driven onboarding makes … [Read more...] about Data-Driven Sales Onboarding: Equipping Sales Teams for Success
How to Create a Donor Stewardship Plan
The fundraising process extends well beyond when a donor makes a gift to your organization. The main goal of your fundraising effort is to build a … [Read more...] about How to Create a Donor Stewardship Plan
How to Build a Compliant Insurance Sales Process
The insurance industry is heavily regulated, and for good reason. Consumers rely on insurance agents to provide accurate information and … [Read more...] about How to Build a Compliant Insurance Sales Process
Multi-Channel Insurance Sales Outreach: Increasing Deliverability Across Platforms
The insurance industry is constantly evolving, with communication channels and regulations undergoing rapid transformations even as we speak. Adding … [Read more...] about Multi-Channel Insurance Sales Outreach: Increasing Deliverability Across Platforms
Sick of the Churn? How To Retain Successful Insurance Agents
Churn is an expensive problem in insurance, but David Bryant knows how to stop it. Investing in people through technology, tools, and coaching is the … [Read more...] about Sick of the Churn? How To Retain Successful Insurance Agents
