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Leveraging Tech to Elevate Agency Sales and Service
Manage episode 419358643 series 3550268
Вміст надано Doug Coombs, Executive Vice President, Chief Marketing Officer, SIAA, Doug Coombs, Executive Vice President, Chief Marketing Officer, and SIAA. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Doug Coombs, Executive Vice President, Chief Marketing Officer, SIAA, Doug Coombs, Executive Vice President, Chief Marketing Officer, and SIAA або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
How familiar are you with Customer Relationship Management (CRM) systems and Net Promoter Scores (NPS)?
We're joined by Torey Maerz, Co-founder and CEO of ClientCircle by Rocket Referrals, who sheds some light on how important these systems can be to understanding your insurance agency’s client base and attracting new clients.
Torey’s career is one that has focused on the use of technology in building systems (tools) that empower small businesses like insurance agencies to deepen existing client relationships and position appropriately to garner new ones. ClientCircle has been doing business for over 11 years now, and their use of AI has helped make their products and services more effective than ever.
Torey provides some insights on the approach and importance of using CRM and NPS in elevating your agency’s sales and service. Join us for an insightful conversation.
29 епізодів
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