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Customer Communications

Customer Service Follow-Ups Customer service is one of the most important processes we deal with on a daily basis. It’s a requirement to ensure we retain our clients and set the stage for new clients through a strong referral base. Customer service can also be a...

Agency Management

Contracting & Licensing Keeping up with your downline’s contracting and licensing can be overwhelming, especially if you’re trying to manage this data in a spreadsheet or even on paper! How much time do you spend trying to determine if a license is ready to...

Quoting, Enrollments, & Paper Applications

Automating Applications Paper applications can be cumbersome. Many people still like having a tangible copy of their enrollment form and the wet-signature that goes along with it. However, paper applications leave room for human error (making an application complete...

Introduction to Business Automation

About this courseIn this course, you will explore what business automation is and its basics, learn why it matters to your insurance agency, and leave ready to begin automating your processes. Professor:Jessica AdkinsManaging Director, MarketingAgent Pipeline...