Tactics for Insurance Driving Business Growth

MMI Power User Playbook – Tactics for Driving Business Growth (Insurance) is a strategic guide that outlines how to use MMI’s real estate and CRM tools to identify, track, and engage potential referral partners. Designed for insurance professionals aiming to expand their networks and grow their businesses, the playbook includes repeatable workflows for identifying active agents, monitoring new listings, researching title offices, and integrating contacts into CRM systems. It emphasizes speed, consistency, and automation as key to nurturing and converting high-value agent relationships.

Fine Points Discussed:

• Real Estate Agent Tracking:
  Track agents via their Fast Facts profile to receive email alerts on new listings and recently closed deals. Set up folders to organize alerts and use them as timely conversation starters.

• Same-Day Listing Strategy:
  Respond quickly to listing alerts with calls or messages. Each alert includes agent contact info and listing links. Prompt outreach builds credibility and increases engagement opportunities.

• View New Listings by Map:
  Use the New Listings map view to spot active agents in your zip code or region. Click on an agent’s name to view their profile and track future activity.

• Research Title Offices:
  Search and rank title offices by name or state to uncover new referral opportunities. Use company profile pages for insights into partnerships and performance.

• CRM Sync:
  Push agent contact info directly into your CRM using MMI’s webhook connection. Set up automated email, SMS, or call campaigns. Reduces manual entry and accelerates follow-up.

• Buyside Agent Insights Dashboard:
  Accessed through MMI’s Visual Intelligence, this dashboard shows high-performing buyside agents by county. Filter by relationship metrics, production volume, and more to inform market expansion strategies.

To access the playbook in PDF format, please click on the attached media below.