This is the 1st post in a series that will be Titled “Insurance Agency Technology”. Last week I posted “Warning! I’ll Be Stepping on Some Toes, Even Mine”. In order to add new technologies it is necessary that what you already have is implemented and being used properly and to its fullest potential.
Is your equipment up-to-date? Are your programs up-to-date? Have changes to programs been reviewed, defined and implemented? Are there missing pieces?