Have a Basic understanding of Auto, Home Insurance
PT work around 5 pm to 8 pm EST
calling renewal clients using our agent CRM software
Calling Clients and doing a Customer Service review
Input Data into our AMS or CRM for insurance quotes or updating data
Calling Clients with a VOIP Phone
using software like Slack, Outlook, CRM, insurance AMS, Insurance Rating Software
contact client at night if we cannot connect with client of cancellation during the day.
call insurance quotes and follow up, if still in the market by using CRM and EZ reports
calling or Texting back Clients using our CRM
Working With an Agency Mang Software called EZLynx
Working with a CRM called Agent CRM
Clearing dashboard inside of agent CRM for Renewals Text or Call in
Uploading reports into Agent CRM
Reviewing insurance quotes in EZ to see if competitive.