
Best AI for Insurance Agents in 2026: What Actually Handles Your Calls?
By The Digital Merchant Team
Insurance agencies do not need another AI tool that summarizes a PDF or writes a follow-up email; the bigger opportunity is much closer to the ...

By The Digital Merchant Team
Insurance agencies do not need another AI tool that summarizes a PDF or writes a follow-up email; the bigger opportunity is much closer to the ...

By Nate Drake
Imagine that a patient calls into a medical office at 5:45 in the morning, hours before the front desk opens because their child has a ...

By Danilo Santoro
I’ve spoken with sales leaders who are being asked to generate more pipeline without adding more people to the top of the funnel. When lead ...

By Tarryn Menzies, PMP, AgilePM
I’ve used Guidde and similar screen-recording software extensively over the past few years, and I’ve really come to enjoy using tools like this to speed ...

By Mary Elliot
The era of the AI receptionist in a salon is firmly upon us, but choosing the right one is easier said than done. If you’re ...

By Lacy Boggs
As a VP or director of marketing, your C-suite may have told you to “do more with AI” or maybe there’s a company-wide initiative to ...

By Danilo Santoro
Every BDR leader I speak with has the same question: how much of outbound calling should be delegated to AI? The industry pushes us in ...

By Lacy Boggs
The abilities of AI and LLMs seem to change practically by the day, if not by the minute, so if you’ve heard or read that ...

By Cody Perez
Managing a team of only a handful of people (think 5-50 people in total) can be tough when responsibilities and duties can overlap considerably for ...

By Jonathan Reich
In recent years, the million-dollar question being asked of accounting software has been “does it have AI?” Most vendors these days have an easy “yes” ...

By Cody Perez
If you’ve ever sat on a phone for minutes waiting to schedule an appointment with a doctor or hear back about very important test results, ...

By Amanda Devos
AI is increasingly being used to make accounting simpler for firms and businesses. While the tech was initially limited to AI assistants that answer simple ...

By Nate Drake
Conversation intelligence is fast becoming one of the most hotly-contested categories in the sales tech stack. If you run a quick search on Google, you’ll ...

By Jonathan Reich
Most accounting software comparisons are really arguments about time. Old system versus new system, desktop versus cloud, spreadsheet versus platform. This one isn’t. Digits and ...

By Jonathan Reich
Every business needs books that are current and correct — not because anyone enjoys them, but because tax deadlines, diligence requests, or a lender asking ...

By Kim Hamilton
Thinking about switching your affiliate platform? Maybe you’re moving from Refersion or just comparing options. Affiliate marketing has changed a lot since the early days ...