Today, I’m sharing a guest post written by Erica Kiefer, the Vice President of Marketing and Sales at AgencyBloc. She creates strategic direction for revenue growth and brand building, while removing obstacles for sales and marketing team success. Her favorite quote: "For the ocean is big and my boat is small. Find the courage." - Alanis Morissette

The most successful insurance agents are motivated, outgoing and care a lot about helping others. They also have one other trait in common: They are impeccably organized and never forget to follow up.

How do they do it? By automating the sales process with an insurance CRM system.