Declaration of Independents: Marianne Policastro-Wik
Marianne Policastro-Wik is leading her agency, a 2025 Best Practices Agency, through thoughtful “modernization,” paying careful attention to embracing technology without losing the human touch.
Customer Relationship Management (CRM) Systems
Leverage Technology to Transition From Personal to Commercial Lines
With the changing landscape in the personal lines market due to the hard market, personal lines agents may be thinking about diversifying their revenue.
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.
