In this episode of Power Producers Podcast, David Carothers, Moe Latif, and Kyle Houck discussed the importance of embracing the unknown in sales, particularly when utilizing technology like Vertafore Agencies. They emphasized the need to build trust and provide value in insurance sales and supported the agent community by highlighting the significance of supporting small agencies.
Moe Latif and Kyle Houck emphasized the significance of listening to customer feedback to identify and address business challenges, while David Carothers highlighted the importance of understanding the sales process before implementing software solutions.
They emphasized the importance of building relationships through genuine conversations and asking questions and understanding clients’ problems before selling them any product.
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The insurance industry has changed drastically in recent years, with one of the most significant shifts being the rise of the remote workforce. While remote
The insurance industry is at a technological crossroads. For decades, operations have been fragmented, with multiple systems, manual workflows, and siloed data defining how agencies function. But the rise of artificial intelligence (AI), cloud-based CRM, and integration tools is ushering in a new era—one where automation, real-time insights, and seamless client experiences are possible.
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