At her agency, Kicker Insures Me, Cardenas relies on a small but dedicated staff. The last thing she wants to do is force her team to spend time requesting information from clients which the client has already provided. But because the insurance industry uses PDFs as a way of storing data, and because text annotations on PDFs aren’t easily searchable, agents frequently can’t find the information they need, even when the client has already provided it.
May 16, 2019
When you’re not the only game in town, competing on price is not an option. There are always competitors who will offer their services for less. Successful businesses differentiate themselves through powerful technology, modern design, and world class service to deliver a unique & memorable customer experience. These five organizations have found the exact formula to build long-term customer loyalty, so that their clients return again and again.
August 14, 2018