The Benefits of a Dedicated Insurance CRM (Separate from Your AMS)
For years, independent agencies have tried to make their Agency Management System (AMS) do everything… Sales tracking ✔️Marketing automation ✔️ Relationship management ✔️ Pipeline forecasting✔️ Client communications✔️. However, while modern AMS platforms are powerful, they were never designed to function as true relationship-first sales systems. More and more independent agencies are realizing that while an AMS … Read more