Automation

A Craft Approach to Independent Agency MarTech

Building and optimizing marketing technology (MarTech) requires a mindset shift for agents. Fortunately, many agents may find that the approaches they take to other activities in their lives can be instructive.

6 Steps to Success with Email Automation

Email automation can help your agency reach the right audience at the right time with relevant content, contributing to new business and long-term customer satisfaction.

6 Steps to Implementing Automation

While the promise of increased efficiency and streamlined process beckons, successful implementation of automation hinges on auditing workflows first.