williamjones

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.

Declaration of Independents: David Garcia

After leaving the family business—professional baseball—Garcia founded a grand-slam agency 25 years ago with his wife, Charlotte Garcia. A Best Practices agency for 17 years in a row, Rancho Mesa’s secret to success comes down to one thing … literally.

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.

Amwins Offers Coverage for Recycling Operators

The program includes auto, general liability, umbrella, property, crime, inland marine, equipment breakdown, professional liability, workers comp and conversion coverage.

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