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Resources for Insurance Agents

CrankWheel gives insurance agents the opportunity to establish trust early on in the call. Agents use CrankWheel to navigate their customers and prospects through different options and keep them engaged throughout the entire call.

Share Screen with Clients

Feature

Share your screen to earn trust early in the call. Show your license, compare plans and show calculations over the phone.
ACA Consent Form

Feature

Have clients sign the ACA Consent form in a Screen Share
Post-Session Redirect

Feature

Collect more reviews and referrals. You can automatically redirect customers to any URL. Insurance agents use this feature both to collect reviews and referrals.

Getting started with CrankWheel

How-to

See how to get started with CrankWheel and how to use the basic features.
How Insurance Agents Use CrankWheel

Case study

Discover how other insurance agents use CrankWheel to close more sales, more efficiently.
CrankWheel FAQ

How-to

Have any questions on how to use CrankWheel? Click here to learn more.
SMART Goal Settings for Insurance Agents

Article

Setting goals is not about jotting down your future achievements. If you want to make them practicable, there is no better way than to create SMART Goals.
9 Insurance Marketing Strategies You Should Know

Article

Large agencies often have big budgets, but that doesn’t mean that you can’t compete. With a minimal budget and the right strategy in place, you can have a fair share of the market.
Health & Life Lead Vendors to Consider

Article

Selling skills and interested potential customers are a pretty good formula for sales success. There’s one problem, it’s not always easy or feasible to have a constant flow of new leads.