Agency Operations

How to Evaluate a Capital Provider

Here are five hallmarks of a strong financial institution to consider if you’re an agency owner looking for a financial partner for expansion, succession or acquisition.

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.

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