To improve your current operations, you must know where you’ve been and where you’re headed. In this webinar, on Wednesday, July 21, at 1 p.m. ET, Steve Odgen, Sales Manager for AgencyBloc, will discuss how life & health insurance agencies are using real-time data analytics and custom reporting to effectively identify and use insights from their book of business.
What he’ll cover:
- Building industry-specific custom reports
- How to use real-time charts and graphs for daily monitoring
- Examples of reports high performance agencies pay attention to
This members-only session is limited to 1,000 participants. If you can't make it or it fills up, the session will be recorded and the slides and webinar recording will be posted online.