Case Study | Insurance Marketing Group/Senior Security Benefits About The Company Insurance Marketing Group/Senior Security Benefits (IMG/SSB) is an IMO/FMO located in Fort Worth, Texas. Beginning in 2003, it was solely a health insurance marketing firm, but it grew to include a telemarketing center as well. It has contracted over 7000 agents to sell out in the field and also has 8 in-house agents which it provides leads to. The Problem Originally, IMG tracked all of its agents in Excel spreadsheets, using Microsoft Outlook for all communication purposes. This way of managing thousands of agents was cumbersome and only proved useful when looking up basic contact information. In addition, IMG/SSB didn’t feel that their communication with prospects or clients could be as persona

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