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Managing tasks at your insurance agency | Property and Casualty insurance agency ideas

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Manage episode 373819424 series 2853800
Indhold leveret af Dave Baker. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Dave Baker eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

If you are a P&C insurance agent or insurance agency owner, then you probably have a a lot of tasks to manage. Your plate is full and there are another hundred items on your list that you need to complete. In this episode of Planet of the Agents, I discus different wants to manage tasks in your insurance business. You have options with an AMS, CRM, and even other task managers that might make your life easier.

---- Make sure that you are signed up for the newsletter at planetoftheagents.com

  continue reading

70 episoder

Artwork
iconDel
 
Manage episode 373819424 series 2853800
Indhold leveret af Dave Baker. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Dave Baker eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

If you are a P&C insurance agent or insurance agency owner, then you probably have a a lot of tasks to manage. Your plate is full and there are another hundred items on your list that you need to complete. In this episode of Planet of the Agents, I discus different wants to manage tasks in your insurance business. You have options with an AMS, CRM, and even other task managers that might make your life easier.

---- Make sure that you are signed up for the newsletter at planetoftheagents.com

  continue reading

70 episoder

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