• Leveraging Tech to Elevate Agency Sales and Service

  • May 21 2024
  • Length: 35 mins
  • Podcast

Leveraging Tech to Elevate Agency Sales and Service

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  • Summary

  • How familiar are you with Customer Relationship Management (CRM) systems and Net Promoter Scores (NPS)?

    We're joined by Torey Maerz, Co-founder and CEO of ClientCircle by Rocket Referrals, who sheds some light on how important these systems can be to understanding your insurance agency’s client base and attracting new clients.

    Torey’s career is one that has focused on the use of technology in building systems (tools) that empower small businesses like insurance agencies to deepen existing client relationships and position appropriately to garner new ones. ClientCircle has been doing business for over 11 years now, and their use of AI has helped make their products and services more effective than ever.

    Torey provides some insights on the approach and importance of using CRM and NPS in elevating your agency’s sales and service. Join us for an insightful conversation.

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