IA Today

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January, 2021

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The importance of choosing the right set of digital tools or technology in support of your insurance agency’s operational and growth strategies cannot be understated. A daunting number of vendors are offering platforms designed to perform or support virtually any and every business operation. As agencies continue to increase their adoption of the big three digital tools – agency management systems, customer relationship management (CRM) platforms and marketing automation software – the risk of making a poor choice can have long-lasting consequences.

In this issue:

  • Does My Insurance Agency Need a CRM?
  • Time for Insurance Agencies to Attract Younger Generations
  • 5 Swings at the $Ball – Changing the Way Agents are Paid

…and more!

IA Today

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