Independent agencies boast a long history and culture of being highly effective at sales. However, that competency isn’t always matched in their marketing efforts or the agency-technology decisions that are made.

To remain competitive, agencies must now do two things. One, they need to leverage the data they are already collecting via their agency management systems and turn them into new opportunities by using the right marketing software; and two, they need to take a hard look at the technology they’re using—including their agency portal, the hardware (and software) producers use, and the tools that streamline the agency’s processes.

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