What did your CRM fail to remind you about?
The episode’s thesis: a CRM that waits for you to remember things isn’t managing relationships — it’s storing them.
What’s the renewal, birthday, or follow-up your software let slide because the date sat in a field nobody was looking at that week? And does your current system pass the morning-screen test (a screen that tells you what needs attention today, without searching)?
The episode: https://youtu.be/7xTI6cHwwXE
Companion article: The Problem With Most Insurance CRMs: Storing Isn't Managing — ChronosCodex News
Series hub: Insurance CRM Stories: How Agencies Actually Run — the series