In today’s challenging market, insurance agencies need all the help they can get. Using tools like a CRM and Net Promoter Score (NPS) can provide your agency with data and insights on your clients that will enable you to deepen relationships and establish new ones.

The use of automation (and the tools offered by the company of our guest) enables insurance agents to make their activities more scalable, such as producing more client communications and interactions with fewer resources.

Join the conversation with Torey Maerz, Co-founder and CEO at ClientCircle by Rocket Referrals, to find out what today’s CRMs and NPS can do to help your agency build stronger client relationships and deliver better approaches to prospective clients. Torey sheds some light on the importance of automation and the use of artificial intelligence (AI) in making your agency shine at sales and service.

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The post Episode 28: Leveraging Tech to Elevate Agency Sales and Service appeared first on SIAA.

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