Sales and Marketing

What is the current best practice for storing those recordings in an agency management system (AMS)?

Maintaining, improving and enhancing your website can feel like a full-time job for independent agents, who already wear many hats in their businesses. That’s why the Big “I” has an array of resources to help.

The use of certain words or phrases can suggest an insurance professional is acting as a risk advisor or fiduciary as opposed to the typical arm’s-length business relationship.