Six Features Your Agency Technology System Should Provide Right Now
Twenty years ago, independent agents were happy to have an agency management system that kept all their customers in one neat place. When a customer called the office, a service rep could call up that file on the computer in moments. Widespread upload and download with carriers was on the horizon. Life was great!
Times sure have changed. Independent agents became more vocal about their management systems, joined user groups, and offered suggestions for enhancements. The vendors tried to respond to the most pressing needs. The result: Todays agency management systems are more robust and in line with the workflow of an agency.
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