The Way Forward – Financial and Marketing Tips for Agents
As the economy restarts, there are critical steps every agency owner must take now to ensure the health and success of their agency. Discover what you must do in order to protect your business now and in the future.
#012 – As we emerge from stay-at-home orders with a greatly weakened economy, here’s what agents need to do now to ensure the health of their agencies.
We discuss the three most important financial actions to take, three areas of clarity every business must have today, and the three keys to successful customer acquisition.
Charlotte goes into more detail in the new special report, The Way Forward — A Crisis Recovery Roadmap. You can download your free copy here:
Join us for an engaging discussion as Charlotte Hicks and George Robertson chat with Ron Shroyer from Aureus Analytics about the latest developments in their company over the past two years. In this podcast episode, we dive into the world of insurance technology and its impact on the industry’s operations and client services.
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