Dec 28, 2022
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.
This session looks at
1. The one main question an agency leader must answer to get staff buy-in to make better use of technology and automation,
2. The 10 Main Technology Tools that impact the agency workday,
3. The 20 questions agency leadership should ask before buying agency technology, and
4. What tasks should be accomplished in the agency management system versus the agency's CRM (Contact Relationship Manager)