Agent for the Future Advisors
How can I build stronger client relationships?

Agent for the Future Advisor Shannon Chatman shares how birthday cards can help you build strong relationships with your clients.

Connect with Shannon or watch more videos below.

Agent for the Future Advisors
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Master the Customer and Renewal Experience with Automation (Webinar)

How can I hire the best staff for my agency?

How can I spend less time on manual tasks?

How do I make quoting new business more effective and efficient?

How do I get more engagement on social media?

How do I manage my Google Business Profile?

How do I improve my prospecting efforts?

How do I create a disaster plan for my agency?

What are some best practices for my website?

The Agent-Customer Connection: Gaps and Opportunities in the Hard Market (Webinar)

Unlocking the Power of Digital in Your Agency (Webinar)

Choosing a vendor is like choosing the right restaurant

Choosing a Vendor is Like Choosing the Right Restaurant

Create Clients for Life with a Robust Onboarding Strategy

When Trying to Get More Done, Let Tech Lend a Hand

When Trying to Get More Done, Let Tech Lend a Hand

Use Analytics to Know How Your Marketing is Working

Use Analytics to Know How Your Marketing is Working

Upcoming Webinars & Events

IA Evolve

With Dale Steinke

Premier Group Insurance Fall Symposium

With Dale Steinke

ASNOA Connect 2024

With Stacie Cooper