Brian Greenberg, founder of Quoteplicity and former owner of a seven-figure life insurance agency, reveals the exact digital marketing strategies he used to generate over $1 million in annual premium for 10+ consecutive years—and how he eventually sold the business for a successful exit. In this episode, Brian breaks down his "Salesman Who Doesn't Sell" philosophy, explaining how he built automated sales funnels that pre-qualified and educated prospects before they ever picked up the phone. L...
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Brian Greenberg, founder of Quoteplicity and former owner of a seven-figure life insurance agency, reveals the exact digital marketing strategies he used to generate over $1 million in annual premium for 10+ consecutive years—and how he eventually sold the business for a successful exit. In this episode, Brian breaks down his "Salesman Who Doesn't Sell" philosophy, explaining how he built automated sales funnels that pre-qualified and educated prospects before they ever picked up the phone. L...
5 AI Tools Every Insurance Agent Needs in 2025: ChatGPT, Claude & Zapier Automation Workflows
The Digital Insurance Agent
34 minutes
1 month ago
5 AI Tools Every Insurance Agent Needs in 2025: ChatGPT, Claude & Zapier Automation Workflows
Discover how AI tools can transform your insurance agency with proven automation workflows that save hours every week. In this comprehensive guide, insurance marketing expert Carl Willis reveals the exact AI tech stack used by top-performing agents to automate lead follow-ups, streamline client communication, and boost closing rates. 🔥 AI Tools Covered: ChatGPT & Claude for email automation and client communicationZapier for seamless lead flow automationOtter AI for meeting transcription ...
The Digital Insurance Agent
Brian Greenberg, founder of Quoteplicity and former owner of a seven-figure life insurance agency, reveals the exact digital marketing strategies he used to generate over $1 million in annual premium for 10+ consecutive years—and how he eventually sold the business for a successful exit. In this episode, Brian breaks down his "Salesman Who Doesn't Sell" philosophy, explaining how he built automated sales funnels that pre-qualified and educated prospects before they ever picked up the phone. L...
