Cadence CRM
Cadence CRM Blog
Resources for Health Insurance Agents
Practical guides on CRM software, lead management, enrollment campaigns, and growing your book of business.
Getting Your CRM Ready for ACA Open Enrollment
A two-week checklist before November 1: clean the book, set drips, track renewals, and know which lead sources actually close.
Best CRM for Health Insurance Agents
What to look for in a CRM built for insurance in 2026: ACA and Medicare workflow, email, SMS, drips, renewals, reporting, and AI — and why generic tools fall short.
How to Use a CRM During ACA Open Enrollment
How health insurance agents can use a CRM to manage lead intake, track enrollment status, automate follow-up, and close more enrollments during OEP.
Best CRM for Medicare Advantage Agents
What Medicare agents need from a CRM: AEP campaign tools, Turn-65 pipelines, SOA document storage, renewal reminders, and AI-powered lead scoring.
How to Build a Lead Follow-Up System for Insurance Agents
A practical 5-touch follow-up sequence for health insurance agents — with CRM setup instructions, timing strategy, and re-engagement campaigns for cold leads.
Selling Private Health Insurance Plans: An Agent's Guide
Plan types explained, common objections answered, and how to organize ACA, short-term, and supplemental prospects in a CRM to close more enrollments.
Why AI Is Important for Your Insurance CRM
How AI helps health insurance agents draft outreach, score leads, analyze pipelines, clean messy data imports, and save hours of manual work every week.