See the full training session at www.inspireanation.org
Whenever I go into an insurance agency, I am immediately hit with the same question: What tasks should I perform in my Insurance CRM, and which ones should I do in my Insurance Agency Management System?
This training session will teach you the 20 questions you must ask to determine the best tools to use for specific tasks in your insurance agency.
Spoiler Alert! There may not be one best tool for the important tasks, processes, and functions that happen in your insurance agency
Billy R. Williams, Ph.D.,
President: Williams Family Investment Group and Inspire a Nation Business Mentoring
www.inspireanation.org
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