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

In this ebook we'll discuss how you can use personalization tools in your AMS to provide personal service to your clients.


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Personalization & Personal Service

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. This is seen even more in personal industries like the insurance industry where clients want to have that connection and trust with their agent to assure them they are completely covered.

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

In this eBook you'll learn:

  • What is the difference between personalization and personal service?
  • Why is it important to provide personal service with personalization to my clients?
  • How can I incorporate personalization tools and personal service into my process?
  • What tools in my industry-specific Agency Management System (AMS) help me provide personal service to my clients?

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