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Tag: Technology

DIGITIZING THE APPLICATION AND RENEWAL PROCESS

From The Latest Issue

DIGITIZING THE APPLICATION AND RENEWAL PROCESS

by Rough Notes Editor

December 29, 2021

DIGITIZING THE APPLICATION AND RENEWAL PROCESS: THE AGENT AND CLIENT PERSPECTIVE To remain competitive, agents must modernize their client ...

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Technology

ACCESS YOUR DATA 24/7 AND PROTECT IT IN THE CLOUD

September 28, 2021

TechKnowFile By Doug Wertz ACCESS YOUR DATA 24/7 AND PROTECT IT IN THE CLOUD First-hand experiences around getting buy-in, making ...

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Management

INSTAGRAM SUCCESS FACTORS

Tactical Tech By Chris Paradiso INSTAGRAM SUCCESS FACTORS There’s more to your agency having an impact than the number of ...

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Management

AUTOMATING CERTIFICATES OF INSURANCE

TechKnowFile By Lana Mawhinney, ACRA, CRA, CIC, CISR, CPIW AUTOMATING CERTIFICATES OF INSURANCE Educate your clients, from social inflation to ...

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From The Latest Issue

MARKETING AUTOMATION

TECHNOLOGY MARKETING AUTOMATION Five tips to optimize your tech and grow your benefits business By Matthew Davis It’s no secret ...

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©The Rough Notes Company. No part of this publication may be reproduced, translated, stored in a database or retrieval system, or transmitted in any form by electronic, mechanical, photocopying, recording, or by other means, except as expressly permitted by the publisher. For permission contact Samuel W. Berman.

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By continuing to browse the site, you agree to the data collection and processing practices disclosed in our recently updated privacy policy.

©The Rough Notes Company. No part of this publication may be reproduced, translated, stored in a database or retrieval system, or transmitted in any form by electronic, mechanical, photocopying, recording, or by other means, except as expressly permitted by the publisher. For permission contact Samuel W. Berman.

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