Episode 4: CRM For Advisors And Agents With Brad Cummins

By Brian Hart

Customer Relationship Management systems offer a way for brands to connect with customers using different channels. Utilizing CRM will help expand your customer-base to assist with retention and growth.

Our podcast guest, Brad Cummins, is an independent life insurance agent and founder of Local Life Agents, one of the nation’s leading independent insurance agencies. Brad jump-started Fat Agents, a CRM program that approaches customer relations in an effective way for agents and advisors.

Listen to his tips and advice on CRM.

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