Technology and Tools

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.

6 Steps to Implementing Automation

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

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.

Agency Nation Meets: Margeaux Giles

Margeaux Giles is CEO of Irys Cloud, providing a new generation of insurance management software focused on customer relationships, and has more than 15 years of experience in the insurance and finance space.