CRMDAY Blog · Insurance operations

Insurance operations, CRM and AI, explained.

Strategy and practical guides for independent agents, agencies and FMOs in the US: retention, sales, Open Enrollment, compliance, CRM selection and AI, from the team behind CRMDAY One.

All articles

ImplementationOperating modelAugust 9, 2026Alex Mariano
Designing an insurance agency operating model that scales past 10 agents
At three agents, everyone knows everything. At ten, nobody does. The fix is not more effort; it is an operating model.
Read article4 min read
EvaluationAgency networksAugust 7, 2026Simone Figueira
Commission and override tracking for agency networks: what to look for
Producers don't leave networks because of the split. They leave when they stop trusting the numbers.
Read article3 min read
ImplementationOnboardingAugust 5, 2026Alex Mariano
Your first 30 days with CRMDAY One: a practical onboarding plan
Software doesn't change an operation. The first 30 days of habits do. Here is the sequence we recommend.
Read article3 min read
FundamentalsOperationsAugust 3, 2026Simone Figueira
The hidden cost of running an insurance agency on spreadsheets
The spreadsheet isn't the problem. The problem is everything the spreadsheet can't do by itself.
Read article3 min read
FundamentalsMulti-line agenciesAugust 1, 2026Simone Figueira
ACA, Medicare and Life: three operations under one agency roof
Adding a line of business is not adding a product. It is adding a calendar, a rulebook and a different kind of client relationship.
Read article5 min read
EvaluationRetentionJuly 30, 2026Alex Mariano
From renewal list to renewal engine: designing year-round retention
A renewal list tells you who expires. A renewal engine tells your team what to do about it, every month.
Read article3 min read
ImplementationBest practicesJuly 28, 2026Simone Figueira
7 CRM implementation mistakes insurance agencies make (and how to avoid them)
Most CRM projects don't fail because of the software. They fail because of decisions made in the first month.
Read article3 min read
EvaluationComplianceJuly 26, 2026Alex Mariano
Income, documents and DMIs: avoiding surprises in Open Enrollment 2027
An inaccurate income estimate can now become a tax bill, and a missed document can cost a client their credits.
Read article3 min read
ImplementationOperationsJuly 24, 2026Simone Figueira
The 30-day Open Enrollment 2027 readiness checklist for ACA agencies
The season is decided in the 30 days before November 1. Four weeks, four areas, one checklist.
Read article3 min read

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Insurance operations, CRM and AI, explained.

All articles

Designing an insurance agency operating model that scales past 10 agents

Commission and override tracking for agency networks: what to look for

Your first 30 days with CRMDAY One: a practical onboarding plan

The hidden cost of running an insurance agency on spreadsheets

ACA, Medicare and Life: three operations under one agency roof

From renewal list to renewal engine: designing year-round retention

7 CRM implementation mistakes insurance agencies make (and how to avoid them)

Income, documents and DMIs: avoiding surprises in Open Enrollment 2027

The 30-day Open Enrollment 2027 readiness checklist for ACA agencies

Run the season from one connected CRM.