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The revenues of P&C insurance agencies plummeted during the recession, making it increasingly important that agencies operate as efficiently as possible.

“Agencies aren’t any different than carriers,” says Teresa Addy, business technology analyst at EMC Insurance Companies. “They need to find ways for their service staff to get more done, in less time, and with fewer people. They need to find ways to have technology help with their workload.”

The recession impacted the agents’ clients, increasing work for both producers and CSRs. “Given the current economy, our CSRs are getting more calls to have renewals looked at to be sure they have the most effective pricing,” says Lisa Parry Becker, principal of the Parry Insurance agency.

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