Customer Relationship Management (CRM) Systems

Running your agency is a lot like being the coach of a sports team. It’s about strategically selecting the right tools and teammates to position your agency for success.

With the changing landscape in the personal lines market due to the hard market, personal lines agents may be thinking about diversifying their revenue.

With more demands on their time, agents want technology solutions that are easy to use, integrate with their existing systems and help their business grow. As InsurTech partners work to fulfill these needs, these three trends are evolving to meet agents’ needs.

Whether you’re a tech-savvy agent or just starting to explore what technology can do for your agency, this episode is packed with valuable insights to help you thrive in today’s digital landscape.

When independent agents give product feedback to their technology partners, they’re not just solving the problem that’s in front of them; they’re contributing to the product’s long-term strategy.

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

By embracing InsurTech, smaller agencies can keep pace with the evolving insurance landscape and gain a competitive edge.

Technology is reshaping insurance sales and client management, providing new opportunities for success for insurance professionals.

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.

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.