Organized book-of-business = better customer support = happy customers!
Listen to Jason Ferguson, CMO of New Horizons Insurance Marketing talk about his agency's experience with the data migration process as well as Adam Lewis, president of AgencyBloc, give tips and tricks for a successful migration process.
Find out how a clean and organized book-of-business can help you do what you do best: sell, better!
View the webinar now to see:
- What New Horizons Insurance Marketing was using before switching to AgencyBloc
- How New Horizons prepared their data for the switch
- How AgencyBloc helped in the data migration process
- How New Horizons is doing now in the new system