CRM Day Talks - Insurance (English) – Details, episodes & analysis

Podcast details

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CRM Day Talks - Insurance (English)

CRM Day

Business

Frequency: 1 episode/1d. Total Eps: 11

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.

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RSS

Apple

Data updated on 14/07/2026

Recent rankings

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Apple Podcasts

🇫🇷 France - Management
14/10/2025
#84
🇫🇷 France - Management
13/10/2025
#49

Spotify

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https://www.crmday.net
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http://www.crmday.net/
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RSS feed quality

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Score global : 52%

Publication history

Monthly episode publishing history over the past years.

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Latest published episodes

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Ep 11 - AI in Customer Service: Virtual Assistants for Open Enrollment 2026

Season 1 · Episode 11

Thursday, July 31, 2025 • Duration 06:43

In the midst of the high volume of Open Enrollment 2026, Artificial Intelligence, through chatbots and voice virtual assistants, becomes an indispensable ally for insurance agents. This technical guide explores how AI can optimize lead triage, automate scheduling, and provide 24/7 support, both via chat and phone. Discover how this technology, integrated with your CRM, frees up your time for more complex sales and ensures efficient service, transforming the client experience and your agency's productivity.

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EP 10 - Webinars: Connect with Clients and Prospects in Open Enrollment 2026

Season 1 · Episode 10

Wednesday, July 30, 2025 • Duration 05:32

In the midst of the uncertainties of Open Enrollment 2026, webinars and online workshops become the ideal tool for insurance agents to connect with clients and prospects at scale. This technical guide explores how to use these digital events to educate the public about Obamacare (ACA) changes, build authority, generate qualified leads, and optimize your time. Discover how automation via CRM can manage everything from registration to follow-up, ensuring an efficient strategy for a more productive OE 2026.

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Ep 09 - The Power of Personalization: Messages That Connect and Sell in Open Enrollment 2026

Season 1 · Episode 9

Tuesday, July 29, 2025 • Duration 06:15

In Open Enrollment 2026, personalization is key to connection and sales. This technical guide explores how insurance agents can leverage CRM data to craft messages that address each client's specific needs and concerns, especially amidst complex Obamacare changes. Discover how to scale relevant communication to boost conversion, ensure client retention, and strengthen your book of business.

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Ep 08 - Did Your Client Skip Filing Taxes? How to Protect Subsidies and Your Book of Business in OE 2026

Season 1 · Episode 8

Tuesday, July 29, 2025 • Duration 10:21

In this episode, we tackle one of the biggest threats for insurance agents and agencies during Open Enrollment 2026: losing Obamacare (ACA) subsidies due to missed tax filings. Learn why tax compliance is essential for maintaining APTCs, what the consequences are for both your clients and your portfolio, and the practical strategies you can adopt—including leveraging your CRM—to proactively identify, guide, and follow up with clients at fiscal risk. This is your essential guide to turning challenges into opportunities and ensuring that no client loses coverage due to tax issues.

Content brought to you by CRM Day.
Learn more: www.crmday.net

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Ep 07 - Open Enrollment 2026 | Strategies to Turn Satisfied Clients into New Leads

Season 1 · Episode 7

Saturday, July 26, 2025 • Duration 07:25

Open Enrollment 2026 is a high-pressure period, but lead prospecting can be optimized through the power of referrals. This technical guide explores how insurance agents can turn satisfied clients into new leads, using a CRM to identify promoters, automate referral requests, track references, and manage a reward program. Discover how this strategy not only reduces acquisition costs but also strengthens your book of business and builds client loyalty during OE.

Discover the CRMDAY solution at www.crmday.net

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Ep 06 - CRM: The Indispensable Compass for Insurance Agents in the Turbulent Sea of Open Enrollment 2026

Season 1 · Episode 6

Friday, July 25, 2025 • Duration 06:23

🎙️ New episode is live!
In the turbulent waters of Open Enrollment 2026 — marked by regulatory changes, rising costs, and carrier exits — efficient management is more critical than ever for insurance agents and agencies. In this episode, we dive into how CRM has evolved from just software into a strategic compass to navigate this complex landscape. Learn how to organize your book of business, enhance customer service, and turn chaos into growth and retention. Hit play and stay on course!

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Ep 05 - Carrier Exits in OE 2026 – Turning Crisis into Opportunity

Season 1 · Episode 5

Thursday, July 24, 2025 • Duration 05:46

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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Ep 04 - Open Enrollment 2026 | HOW AUTOMATION & AI CAN BE YOUR BEST ALLIES

Season 1 · Episode 4

Wednesday, July 23, 2025 • Duration 13:55

In this episode of the podcast, we dive into the growing complexity of Open Enrollment 2026 and how automation and artificial intelligence (AI) can become your best allies. With new changes in Obamacare (ACA) regulations and increasing pressure for efficient service, agents and insurance agencies are facing new challenges. We explore how automation and AI are essential tools to streamline operations, manage higher volumes, and reduce complexity. You’ll hear practical use cases like smart client triage, personalized communication, efficient document handling, and initial support via chatbots. To wrap up, we share a five-step checklist to help you start implementing automation and AI today—turning the challenges of OE 2026 into real opportunities for your business.
This episode is brought to you by CRM Day.

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Ep 03 - OPEN ENROLLMENT 2026 | THE HIDDEN COST BLIND SPOT

Season 1 · Episode 3

Tuesday, July 22, 2025 • Duration 13:18

This guide addresses the Open Enrollment (OE) 2026 period, focusing on the anticipated rise in healthcare costs for many insured individuals. It explains that this increase is primarily due to the expected expiration of enhanced premium tax credits (APTCs), adjustments in out-of-pocket maximums, a new $5 fee for zero-cost plan renewals, and changes in insurer offerings and premiums. The document emphasizes the crucial role of insurance agents and agencies in proactively communicating these changes to clients, particularly within the diverse U.S. immigrant community, and provides actionable strategies, often supported by CRM tools, to help clients navigate the new financial reality and maintain essential coverage.

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Ep 1 - Open Enrollment 2026 | DACA and ACA in Question - The Eligibility Reversal

Season 1 · Episode 1

Tuesday, July 22, 2025 • Duration 18:05

Open Enrollment 2026 brings a critical Obamacare change: DACA recipients will lose subsidy eligibility starting August 2025. This technical guide details the impact of this 'lawfully present' definition reversal and offers crucial strategies for insurance agents to proactively identify, communicate with, and guide these clients, leveraging a CRM to manage alternative options and protect their book of business. Get ready to act now.

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CRM Day Talks - Insurance (English) – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

CRM Day Talks - Insurance (English) – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other2

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Other2