Episode 009 | Understanding CRMs: What Every Insurance Agent Needs to Know

As an insurance agent, your CRM is your business. In this episode, Brian breaks down exactly what a CRM is, how to choose the right one, and why most agents aren’t using theirs to its full potential. 

Whether you're a total tech newbie or a seasoned agent tired of clunky systems, this episode will save you time, stress, and possibly even your book of business. Plus, Brian shares the must-have features, cost expectations, integration tips, and how to avoid a data migration nightmare.

Is your CRM working for you—or are you working for your CRM? In this no-fluff, high-value episode, we sit down with Brian to unpack the real role of a Client Relationship Management system in the insurance world. 

Learn the differences between general CRMs like HubSpot and industry-specific tools like AgencyBloc, how to evaluate security and integrations, and the secret sauce to actually using your CRM to grow and protect your book. 

From avoiding migration meltdowns to preparing for succession planning, this episode is packed with must-know insights that every agent—new or seasoned—needs to hear.

Topics include:

• What a CRM actually is (and isn't)

• How to avoid CRM buyer’s remorse

• Free vs. paid options and what you’re really paying for

• Why clean notes = more closed deals

• How your CRM can protect you during CMS audits or client disputes

• Succession planning, client retention, and the power of well-documented relationships

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Listen to our Succession Planning Episode: https://www.agentsconfidential.com/episodes/succession-planning-in-the-insurance-business-with-brian-platte