We work closely with all our independent insurance agency clients to determine and create the best agency management experience for their business. Over the years, we’ve tackled the highest needs of the time, ranging from accounting integration to cloud-based system...
Why Agencies Fear the Self-Service Portal – and Why They Shouldn’t
Control. Fear. Empowerment.
These are just a few of the emotions I’ve seen on both sides of the client self-service portal experience. Agencies wonder if self-service portals will render human agents irrelevant while customers feel emboldened with the freedom to get immediate service. In this context, this top agency management system tool seems like a must-have yet a no-win for independent agencies.
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