『CRM Day Talks - Insurance (English)』のカバーアート

CRM Day Talks - Insurance (English)

CRM Day Talks - Insurance (English)

著者： CRM Day
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Welcome to CRM Day Talks – Insurance, the podcast where CRM, Customer Experience, and AI meet the world of insurance. Join us as we explore how technology is transforming client relationships, boosting retention, and driving growth for insurance agencies across the U.S. and beyond.

© 2025 CRM Day Talks - Insurance (English) マネジメント マネジメント・リーダーシップ 経済学
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  • Ep 05 - Carrier Exits in OE 2026 – Turning Crisis into Opportunity

    Ep 05 - Carrier Exits in OE 2026 – Turning Crisis into Opportunity
    2025/07/24

    In the 2026 Open Enrollment, major carriers like Aetna/CVS Health, Health Alliance, and Quartz will exit the ACA market in several states, impacting millions of clients. In this episode, we break down the reasons behind these exits and share key strategies for insurance agents. Learn how to use a CRM to identify affected clients, proactively communicate changes, plan smooth transitions to new plans, and turn this challenge into an opportunity to build loyalty and grow your book of business.
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    6 分
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