Live Webinar

Pumpkin Spice and Pipeline Advice

Mitch Gibson’s Thanksgiving CRM Special

Join Mitch Gibson this Thanksgiving season for “Pumpkin Spice and Pipeline Advice,” a live webinar blending CRM strategy with holiday spirit. Discover essential steps to transform your CRM pipelines, boost efficiency, and streamline workflows—designed specifically for insurance agents and agency owners. Sip on your favorite holiday beverage and learn how to simplify processes, attract clients, and keep renewals on track!

What You’ll Learn

• Boost Efficiency: Learn the strategies and processes Mitch uses as the CTO of a gold-standard insurance agency to maximize CRM effectiveness.
• Pipeline Precision: Discover how to fine-tune your New Business, Renewal, and Service pipelines to save time and reduce errors.
• CRM Secrets from the Best: Get exclusive advice on creating client-centered processes that will drive better retention and enhance customer experience.
• Real-Time Q&A: Bring your questions! Mitch will answer them live, helping you tackle your specific CRM challenges.