“A One Stop Life, Health, and Annuity Resource.”

Solving the Insurance CRM Problem: How To Positively Affect Poducer Behavior To Drive ROI

Solving the Insurance CRM Problem: How To Positively Affect Poducer Behavior To Drive ROI

Date: 2023-04-11


Listen to Troy Korsgaden, Yamini Bhat and John Behn take a deep dive into Changing Agent Behavior to Drive Greater Revenue

Two veterans of the Insurance industry meet a global technology leader to exchange observations and ideas on the next 5 years (and beyond) of insurance distribution.


Traditional agent channels are being hit by changing client preferences, new competitors, and increasingly digital modes of engagement. On top of this, there is a wholesale shift in demographic to a younger – millennial or Gen Z – agent workforce.

  • What does all this mean for home office distribution leaders and field sales leaders?
  • How can intelligent mobile tech help shape agent behavior to drive change in outcomes?
  • How can carriers ensure that their new, younger workforce is effectively ramped & ready?

And what does this mean for traditional CRM, which struggles with low adoption rates among agents? What do studies usage data, and trends indicate for the future of Insurance CRM?


About the Speakers

Troy Korsgaden is a highly sought-after insurance and financial services consultant. He is the principal of Korsgaden International, which specializes in global marketing, distribution, field leader and advisor building, and technology strategies for many of the world’s largest insurance carriers and financial services companies.

As a consultant, speaker, and author of six books, Troy’s mission is to help the insurance industry and its representatives wake up to the radical transformation taking place in the insurance industry.



Yamini co-founded Vymo in 2013 to enhance sales efficiency and productivity across sales teams and has since led the company’s operations as CEO. She was, previously, Engagement Manager at McKinsey & Company, where she specialized in Marketing strategy and Sales & Distribution.

In a world where it is a convention to fire the bottom 10% of performers and incentivize top performers with increasingly diminishing returns, Yamini believes there is a way to enable sales teams to be their best every step of the way.

We use cookies in order to give you the best possible experience on our website. By continuing to use this site, you agree to our use of cookies.