Insurance Agency Technology 20 Questions You Must Ask
This training will give you the core 20 questions and tasks a vendor MUST demonstrate before being considered a serious contender as an Insurance Agency Management System or CRM.
New Session Every 15 Minutes
About The Webinar
Whenever I go into an insurance agency, I am immediately hit with the same question: What tasks should I perform in my Insurance CRM, and which ones should I do in my Insurance Agency Management System?
This training session will teach you the 20 questions you must ask to determine the best tools to use for specific tasks in your insurance agency.
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Avoid Costly Mistakes: Ensure the AMS meets your needs before committing.
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Save Time and Frustration: Eliminate guesswork and reduce the risk of unexpected limitations or compatibility issues.
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Improve Agency Productivity: Confirm the system can streamline processes and support your team effectively.
Webinar Presenters
Billy R Williams
Webinar Host