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The purpose of this qualitative case study was to explore strategies for insurance agency managers to retain customers and improve revenue. The population used for the study was 4 insurance agency managers in the Northeastern United States. The conceptual framework was customer relationship management, ...
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Insurance Brokerage Software automates the business, customer service and office management activities for insurance agencies. These applications offer full client management database systems for a variety of insurance product areas such as life, health, property and casualty (P&C) and investment. ...
Learn how Salesforce insurance agency management and brokerage CRM software improves sales performance with AI & automation.
The more crowded the market, the higher the cost of customer acquisition. Aggregators need to actively monitor the market and buy or build where appropriate. For example, while Verivox has acquired several fintech models in recent years, Check24 has built its ...
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These include regulations regarding reporting errors related to profit and taxation, the management of company funds, and workplace health and safety. Sometimes, regulators or law enforcement officials may try to hold company directors and officers accountable for systemic failures within a business. ...