EPISODE · Aug 9, 2023 · 10 MIN
Managing tasks at your insurance agency | Property and Casualty insurance agency ideas
from Planet of the Agents Insurance Podcast · host Dave Baker
If you are a P&C insurance agent or insurance agency owner, then you probably have a a lot of tasks to manage. Your plate is full and there are another hundred items on your list that you need to complete. In this episode of Planet of the Agents, I discus different wants to manage tasks in your insurance business. You have options with an AMS, CRM, and even other task managers that might make your life easier. ---- Make sure that you are signed up for the newsletter at planetoftheagents.com
What this episode covers
If you are a P&C insurance agent or insurance agency owner, then you probably have a a lot of tasks to manage. Your plate is full and there are another hundred items on your list that you need to complete. In this episode of Planet of the Agents, I discus different wants to manage tasks in your insurance business. You have options with an AMS, CRM, and even other task managers that might make your life easier. ---- Make sure that you are signed up for the newsletter at planetoftheagents.com
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Managing tasks at your insurance agency | Property and Casualty insurance agency ideas
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