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Dave Davis
insuretechdigital-transformation

Dave Davis on Digital Transformation in Insurance: What Agents Must Know About InsureTech

02/07/2020 · 7 min read

Start with the operational pain, not the tool. Sort tech into two buckets: sell-more (CRM, lead management, digital marketing) and serve-better (client portals, automated renewals, text messaging). Spend 10x on training what you spend on the software. Measure adoption first, then results.

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