While having open and honest communication with your carrier will help you get more efficient, there are also several steps you can take within your agency to maximize your productivity. Photo: stokkete/stock.adobe.com
Digital transformation, we're told, will make agents more efficient. But if that's the case, why do so many agents today feel as if they're spending more time on data entry and less time building their businesses?
It's not a new problem. After all, the process of collecting pertinent data — from personal information and property details to coverage limits — has always been an essential part of an agent's job. But doing so has become even harder lately. As carriers embrace software platforms that streamline their intake processes, a larger burden falls on agents, who must navigate the quirks of multiple systems to find the best quote for their prospective insureds.
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