Real-Time Transactions Save Time I recentlyread about a centenarian independent agent. In 1903, most agentshad no typewriter, no phone and no car. Of course, they didnt havemany clients either, since insurance was in its infancy.
But the comment that stuck with me was that because insurancewas new, the agent had to “wear several hats to make ends meet.” Alot has changed over the last hundred years, except for one thing:The modern insurance agent still needs to wear many hats. Only inthis case its to be more efficient and profitable.
As much as automation has been fought, or not utilized to itsfullest capabilities, by many agency owners, its the cornerstone toprosperity in an independent agency. If youre not budgeting forautomation every year, the agency will fall farther and fartherbehind and the ultimate expense to eventually upgrade will be thatmuch higher. Technology changes regularly, and with each changecomes the potential for saving time and money in your agency.
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