Overcoming Weak Use of Technology and Automation in an Insurance Agency

<p>Dr. Billy Williams teaches you the questions to ask and the techniques to use to motivate your agency staff to make better use of insurance agency technology and automation.</p> <p>This session looks at</p> <p>1. The one main question an agency leader must answer to get staff buy-in to make better use of technology and automation,</p> <p>2. The 10 Main Technology Tools that impact the agency workday,</p> <p>3. The 20 questions agency leadership should ask before buying agency technology, and</p> <p>4. What tasks should be accomplished in the agency management system versus the agency's CRM (Contact Relationship Manager)</p>