Hello everyone, I currently handle the majority of our small business within our agency. We have about 8-10 new producers and we are associated with a large bank.
Basically the bank is sending us leads on a daily basis and the new producers are handling these leads. Since they are so new, they obviously are not familiar with filling out acord forms, so I've been tasked with creating an elementary form that they can fill out to get me the basic information needed to find a market.
While that is working great, the amount of submissions being sent my way are becoming a bit overwhelming for
Source of insurance-forums.net
Basically the bank is sending us leads on a daily basis and the new producers are handling these leads. Since they are so new, they obviously are not familiar with filling out acord forms, so I've been tasked with creating an elementary form that they can fill out to get me the basic information needed to find a market.
While that is working great, the amount of submissions being sent my way are becoming a bit overwhelming for
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