Every insurance agency has unique processes for how they manage day-to-day activities and communications.
Perhaps you’re a one-person agency and you wear many hats. Or you might have a robust team of producers, customer service representatives (CSRs), an office manager, etc.
Regardless of the size of your agency, you need to build meaningful, personalized connections with your customers and prospects if you want to grow. To do that, you want to make sure the right team members are sending the right communications to the right contacts.