Agency Operations

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.

10 Tips for Creating a Tech-Savvy Agency Culture

Keeping up with the constant stream of digital tools can feel like drinking from a firehose. However, there are several things agency owners can do to ease the process and ultimately become a tech-savvy business.

3 Advantages of Adopting Digital Payments

Implementing digital payments solutions at your independent agency can help meet your clients’ expectations, save time for agency staff and provide security for agency owners.

5 Ways to Get Your Team on Board with New Tech

Successful agency principals don’t rely on vendors’ sales messages to convince busy teams to adopt new technologies—they demonstrate leadership, real value and time savings.