Customer Relationship Management (CRM) Systems

Agency Nation Meets: Graham Blackwell

Blackwell is responsible for Applied Systems’ strategic growth business units, including Ivans, EZLynx and Applied Pay, as well as Applied’s corporate financial functions.

Agency Nation Meets: Jess Butler

Butler leads the strategy for Vertafore’s connective products for commercial and personal lines, identifies market hurdles and establishes go-to-market plans to ensure launch readiness and success.

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.

How Embedded Insurance Can Create a Seamless Customer Journey

People will choose the easy, straightforward process over the complicated and frustrating one every day of the week, so you need to provide a seamless customer journey. That’s why it’s time to invest in embedded insurance.