[eBook] Personalization & Personal Service: Using technology to better serve your clients

[eBook] Personalization & Personal Service: Using technology to better serve your clients

What does it mean to use technology to provide personalized service to your clients? As our world grows in technology and media, we crave the intimate human-to-human connection more than ever.
[Webinar] Insurance Agency Technology in 2017

[Webinar Recording] Insurance Agency Technology in 2017

Database management, commissions processing, and digital marketing

In this webinar, you'll learn what insurance agencies are planning to change and continue in the new year when it comes to database management, commissions processing, and

[eBook] How to Increase Client Loyalty & Sell More Policies Using Email

[eBook] How to Increase Client Loyalty & Sell More Policies Using Email

In this eBook, we’ll discuss how agencies can utilize email (both mass and automated) to increase client retention and sell more policies.

Resources for your Insurance Agency

AMS vs. CRM: What you need to know

[eBook] AMS vs. CRM: What You Need to Know

This eBook teaches you the difference between an industry-specific Agency Manage System (AMS) and a generic Customer Relationship Management (CRM) software. Both can help streamline your agency, but do you know which will benefit your agency best?

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