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WEBINARS

Agency Management System or CRM? How Using Both Help Produce Better Customer Data?

About this webinar

60 MIN

English

In English

Agencies must have a digital-first approach and understand the end-to-end customer experience. You need to connect multiple sources of data to create a complete 360-degree view of your clients and their insurance needs. That’s why you need a CRM that will go along with your existing Agency Management System.

During this webinar we’ll discuss:

1. How Agency Management Systems (AMS) is a central component to most agencies
2. The role of CRM in boosting an agency’s efficiency to help grow revenue and improve client retention
3. How both systems are great partners and should be frequently used in tandem to help drive agency growth

including –
A. Agency management systems – Double Click
B. AMS And/or CRM
C. Pre-CRM
D. Why InsuredMine

Speakers:

Main Speaker

Raution Jaiswal

Co-Founder @InsuredMine

Raution Jaiswal is the co-founder of InsuredMine, an insurtech focused on redefining user experience for Agencies and Policy holders power boosting any agency management through Sales and Marketing Automation.
  1. Sean Williams
    Managing Director @social titan insurance
    Sean Williams is the owner of social titan insurance, Most insurance agents just sell insurance. he don’t. he provide mortgage referral partners with leads and more deals.
  2. Brian Bandrowsky
    Operations Manager at SecureRisk
    Insurance professional with experience in multiple industry facets including Agency Operations, Claims, Marketing, and Client Relations.
  3. Dawn Standage
    Director @Barney Insurance
    -

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