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Podcast: Power Producers Podcast
Episode: CRM 2
Description: In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck are joined by David Lefevre, Owner of SalesPWR. They continue to discuss the basics of CRM and how to bring a CRM to your insurance agency.Episode Highlights:
David Lefevre shares the first thing to do when bringing a CRM to your insurance agency. (1:42)
David Lefevre explains why itβs significant to have companies and contacts if you're doing commercial lines. (2:29)
David Carothers shares why his VA has been helpful in his agency. (5:19)
David Lefevre shares one of the th...