Roles That Scale: Structuring A Growing Agency
Set up roles before you're forced to. A three-role structure — admin, advisor, support — that scales an insurance agency from three people to thirty.
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The Client App: Giving Policyholders Self-serve Access
A client app ends the 'send me my policy' messages, pre-sells renewals and frees advisors to advise. Why self-serve access strengthens the relationship.
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