Retooling Your Database
Client information should be the foundation of your business.
There are some major benefits to database retooling. Most importantly, you will gain vital information from every client you talk with. Having this information at your fingertips enables you to take a proactive approach with your clients to grow consistently and profitably.
#KorsgadenInsights #PracticeManagement
To book a live presentation email: [email protected]
Recent Posts
Articles by
Troy Korsgaden
Troy Korsgaden is a #1 bestselling author, a highly sought after speaker and consultant in the insurance and financial services industry with a proven track record of success. With his 30-plus years of experience in the insurance and financial services industry, he is able to draw on his extensive knowledge of best practices and industry trends as inspiration for his many consulting opportunities and speaking engagements. Troy is highly respected for his insights in the application of technology for carrier workflows and distribution, as well as change management, customer service, and transformational work. His energy, dynamism, humor and distinctive ability to connect with his audience truly set him apart and keep him in high demand.