Beyond Insurance Sales Automation

Aug 25, 2021, 09:00 AM – 11:00 AM, Webinar


Driving sales effectiveness at scale in a market with rapidly maturing digital competitors takes more than automation. It takes data-driven insight. Insight that informs engagement, context, intent, and next best action. Insight that is continually enhanced to optimize marketing, sales, customer acquisition, retention, and lifetime value.


  1. State of the Market: High impact trends & technology impacting sales effectiveness
  2. Building an Insight-Driven Sales Acceleration Capability
  3. Implementation Strategy, Challenges, and Lessons Learned
  4. The Business Case: Moving from talking to action


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