You need new customers to stay in business. It’s a truth all agency owners know, and one that plagues many. Identifying and closing leads seems like a never-ending struggle. Often, these same struggling owners aren’t investing in insurance prospecting software....
To help your agency prepare for change, the best thing you can do is be well prepared and anticipate the challenges that can be associated with change. Having a good provider is essential to making a smooth transition, and the SIS support team believes wholeheartedly in providing you with constant support throughout your system transition, including offering a personal customer service representative and personalized trainings for your staff. Connect with us today to get the conversation started!
In this eGuide, we’ll hit on the major legislation regarding data security for insurance agencies, and provide tips and tools to help keep your agency compliant and your clients protected.
- The Big Question(s)
- The Next Steps
- The Transition
- The 5 Rules of Change