It seems like a lot of the P&C shops have pretty involved agency management systems vs CRMs, but for an individual producer, what would the most useful features be?
When I was running cards I thought it'd be useful to keep track of the houses in a given area so if I went back I could just run a report and rework any old leads I couldn't reach, but I don't know that I'd actually do that vs thinking it was a good idea.
What type of features would help an individual agent make more sales?
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When I was running cards I thought it'd be useful to keep track of the houses in a given area so if I went back I could just run a report and rework any old leads I couldn't reach, but I don't know that I'd actually do that vs thinking it was a good idea.
What type of features would help an individual agent make more sales?
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