Articles tagged with "customer relationship management"

How We Automated Onboarding & Renewals for an Insurance Broker to Drive Client Retention

Discover how automating onboarding and renewals with CRM automation helped an insurance broker reduce manual tasks, foster stronger client relationships, and grow their commercial division.

ForgeCoreAI

June 26, 2025

Sales Marketing

Automate Your Sales Funnel and Boost Conversions with AI

Discover how AI sales automation can transform your sales funnel, improve lead generation, streamline customer relationship management, and ultimately boost your conversion rates.

ForgeCoreAI

May 23, 2025