Assessing Your Agency’s Technology Needs: Creating a useful wants and needs list for AMS/CRM shopping

June 3, 2021  |  By: Steve Ogden
Technology  |  Running Your Business  |  Professional Development

Deciding what type of software is going to be best to help your agency manage its book of business and overall operations begins with assessing your needs. In this webinar, Steve Odgen, sales manager for AgencyBloc, talks about how to best determine what your agency needs by examining the current options in the insurance agency software market.



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