When it comes to marketing and sales, what's most important is the view — not the window. The same applies to technology choices for insurance agents.

Take mobile apps, for example. Agents who have bought into the idea of a mobile app may have been sold on the line that “Everyone is getting them and all your customers are on their smartphones.” It's generally true, but it's not the main reason for you to build and implement an agency app.

What's so special about the view? It's available no matter where your customers are. Because your app's features and functions are in the palms of your clients' hands, the convenience of connecting with you and getting information when they want, not just when you're available, is valuable.