• Skip to main content
  • Skip to secondary menu
  • Skip to primary sidebar
  • Skip to footer
  • Contact Us
  • Post A Job

Agency Checklists

Massachusetts Insurance News & Job Opportunities

  • AC Interviews
  • Agency M&A
  • Career News
  • CAR News
  • DOI News
  • Coverage Cases
  • Innovation
  • InsurOp-Eds
  • AC Podcast
You are here: Home / CM Tooltip Glossary Pro+ / CRM

CRM

June 13, 2017 by Owen Gallagher

Customer relationship management

Related Articles:
  • Ascend & Veruna Announce Partnership To Bring Leading Technology & Payment Solution to Insurance Agents
    Founded in 2015, Veruna is based in Massachusetts.
  • Wunderite Powers Digital 1st Model For New Mass. Agency
    The Boston-based Insurtech has digitized the sales process for the Dremca Agency and its partner Acadia Insurance.
  • Hi Marley Lands SaaS Insurance Industry Pro Steve Kraus as Head of Marketing
    Mr. Kraus will drive increased adoption of digital platform to reinvent insurance communications.
  • Peter Milnes Honored for Forty Years of Leadership and Service
    Mr. Milnes is the Chief Executive Officer of New Hampshire-based Optisure Risk Partners, LLC.
  • InsurOp-Ed: Understanding The Insurance Supply Chain
    Both a Massachusetts independent insurance agent and an insurtech start-up co-founder, Mr. MacDonald shares his insights on the insurance supply chain with respect to insurance and insurtech.
  • Bindable Announces a New Platform Partnership with P&C Brokerage NFP
    Collaboration with NFP to power new online storefront.
  • Alera Group Expands Northeast Regional Leadership Team
    Alera Expands Northeast Team with Appointment of Three Vice Presidents
  • TrustedChoice.com Joins Momentum in Strategic Move to Strengthen Independent Agent Platform
    Big “I" will no longer be affiliated with TrustedChoice.com
  • SAN Group Welcomes Michael Sakraida as Regional Vice President
    Serving Massachusetts, New Hampshire, and Maine
  • Meet the 2012-2013 Officers of the Massachusetts Association of Insurance Women
    July 11, 2012 - The MAIW is a non-profit organization for women in the Massachusetts insurance industry.

Primary Sidebar

Job Board

Search Our Archives Here

Career News

Quincy Mutual appointed Gerald F. Cox as president and chief executive officer following his tenure as CFO of Hiscox USA.

Quincy Mutual Announces New CEO

Salem Five Insurance Services appointed Gregory Grintchenko as senior vice president of insurance sales to support the agency's continued growth strategy.

Salem Five Insurance Services Expands Leadership Team with Addition of Gregory Grintchenko

Gavin McPhail, Vice President and Chief Data Officer at Plymouth Rock Assurance.

Plymouth Rock Assurance Strengthens Leadership Team with Three Strategic Appointments 

View All

MA Division of Insurance Advertisements

Massachusetts Division of Insurance notice about Oakwood Insurance Company's license to transact life, accident, and health insurance.
Massachusetts Division of Insurance notice to Samsung Fire and Marine Insurance about license amendment for property and casualty insurance in the Commonwealth, dated July 31, 2026.
Formal Massachusetts Division of Insurance notice about State Farm Life Insurance Company's license application to transact life, accident, and health insurance in the Commonwealth.
Formal notice from the Commonwealth of Massachusetts Division of Insurance about amending Wesco Insurance Company’s foreign license, dated July 27, 2026.
Framed formal notice from Massachusetts Division of Insurance about amending a foreign license for AXA XL Insurance Company Americas, dated July 23, 2026.
Formal regulatory notice dated July 31, 2026 from Massachusetts Division of Insurance to R.V.I. America Insurance Company about amending its foreign license to transact property and casualty insurance in the Commonwealth of Massachusetts.

Listen Now

Sponsor

Interviews

From Nuptials, Tickets, and Taxes to Trusted Advisor: One Agency’s Unique Path to P&C Success

A Conversation with Evan Silverio, President & CEO of Silverio Insurance Group

Deland, Gibson Celebrates 125 Years: A Conversation with CEO Chip Gibson

The Fourth-Generation Family-Owned Agency is Based in Wellesley

Talking with Richard Welch: Growth and Innovation at Hospitality Mutual | Agency Checklists

Talking with Richard Welch: Growth and Innovation at Hospitality Mutual

Mr. Welch is CEO of Massachusetts-based Hospitality Insurance Group

Born and Bred in the Bay State: The Special Agent Story

Our Latest Agency Interview is with the Founder & President of Special Agent

A Conversation with Daniel C. Bridge – The 2023 Insurance Professional of the Year

Daniel Bridge is Board Chair, President, and CEO of Vermont Mutual Insurance Group

Making The Leap From Corporate to Entrepreneur: Nadeen Vella On Building NaVella Insurance From Scratch

Making The Leap From Corporate to Entrepreneur: Nadeen Vella On Building NaVella Insurance From Scratch

Our latest Agency Interview is with Nadeen Vella, the founder and owner of a virtual scratch independent agency.

View All

InsurOp-Eds

Agency Checklists, MA Insurance News, Mass. Insurance News

Independent Agents – Positioning For A New Reality

By AC Editor

InSurOp-Ed: Maintaining AI Status After Completion of Work

By Bill Wilson

What Saving 15% Gets You…

By Bill Wilson

Agency Checklists, MA Insurance News, Mass. Insurance News

InsurOp-Ed: InsurTech Observations – Ten Years Later

By Bill Suneson

View All

In Memoriam

Gordon Elliott Taylor, longtime owner of the Blackmer Insurance Agency in Shelburne, Massachusetts, who served the local insurance community for decades.

In Memoriam: Gordon Elliott Taylor

William R Berkley founder of W R Berkley Corporation and leader in commercial insurance industry

W. R. Berkley Corporation Announces the Passing of Its Founder and Executive Chairman, William R. Berkley

Michael R Quinn longtime leader of Allan M Walker Insurance Agency in Taunton Massachusetts

Taunton Insurance Leader Michael R. Quinn Dies at 70

Footer

Contact us

We offer a variety of ways to get help promote your company or product.

Announcements
Email Sponsorships
Partnerships
Custom Collaborations

*Affiliate Disclosure

Please note that any of Agency Checklists’ articles might contain one or more affiliate links. This means that any subsequent purchase resulting from these links may result in a commission for us, but at no additional cost to you. For example, as an Amazon Associate, Agency Checklists earns a commission from all qualifying purchases. By working with affiliates we can continue to keep Agency Checklists subscription free. Thank you for your support.

Explore Our Archives

Copyright © 2026 · Agency Checklists · All rights reserved.