Independent agents need to be convinced of the value of a customer relationship management system–not always an easy task–if companies want them to adopt it.
That was the message delivered by Scott Weber, assistant vice president of marketing technology at PartnersFinancial/NFP Insurance Services, during the recent ACORD/LOMA Insurance systems Forum in Las Vegas.
"In the independent [agent] sphere, we can't dictate what our firms do," Mr. Weber said. "We have to build a level of trust with them."
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