We’re winding down the week here at RBI, but can’t let you head into the weekend without going over what you missed! Webinar Wednesday this week covered RBI’s own FREE CRM and how it can help you grow your business! Here’s the Medicare Sales Engine Basics Roll-up with what you need to know:

Did you know that the typical agent uses multiple CRMs to manage their leads and clients?  At RBI, we think that’s too much work. That’s why we built a custom CRM system for RBI agents to manage their business easily! This week Rebecca Howard, Sales Coordinator with RB Insurance Group, walked us through the Medicare Sales Engine. Top takeaways? Track your commissions, get easy follow-up for your leads, and increase your conversion rate from leads to clients. Additional things we love? Fully HIPAA compliant, real-time user help. Staying in touch with your clients is now a breeze, making client retention fast and easy. Best of all, it’s streamlined to work across internet browsers and devices.  Watch the Medicare Sales Engine Basics Roll-up now!