- Thread starter
- #11
You might trying to explore automated tools to streamline and make your marketing/customer service/day-to-day more efficient. My agency handles about 50 new business policies a month, customer service on a book about 750k-1mil in premium, and marketing with just 2 agents.
Recommendations or thoughts on what and where you streamline? I agree that I could be more efficient just not sure where to start.
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