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All insurance agencies should have business goals that are well thought out. Your agency goals for this year should include:

  • Maximizing market opportunities;
  • Driving increased sales;
  • Reducing customer service costs;
  • Streamlining operations; and
  • Boosting the bottom line.

Some of the greatest benefits to updated technology are time savings; greater customer satisfaction and loyalty; and increased margins, perpetuation, valuation and employee morale, explains Jason Walker, managing partner at Smart Harbor.

"Investing in tech demonstrates that you value the customer experience and understand the demands of future insurance consumers," he says. "Insurance can't get a hall pass when it comes to serving customers online, including availability, ease of use and instant gratification."

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