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By Clare DeNicola, President & CEO, IVANS, Inc.

Insurance agencies and brokers rely on technology to maintain information about their customers, document transactions with carriers and collect data intelligence for marketing purposes. The accuracy of data in these systems has improved significantly because of automated agency-carrier communications, but its value is limited if agents can only streamline a piece of their workflow. Quoting a policy is a classic example of this problem. Agents can get quotes electronically, but they must often manually key data into several different carrier web portals, each with its own unique quoting process.

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