Agency Operations

Integrating AI While Avoiding E&O Claims

Before implementing artificial intelligence in your agency, understand the product and what it can do, Test the product before purchasing it, and simultaneously use human processes.

Using your CRM to Create a Culture of Success

The famous phrase, “Coffee’s for closers,” from the classic motion picture “Glengarry Glen Ross,” is the perfect example of some of the sales tactics still used today. While perks today are mostly monetary, a CRM takes the same concept but digitizes the experience.