Advisor, Devon Wilson faced increasing competition and wanted to increase his revenue, but the old manual processes and the generic CRM he had been using were holding him back.
The solution was to centralize all his client data, carrier feeds and automate his workflows with Equisoft/connect.
Read the case study to get:
- Insights into how to minimize effort and improve client service with centralized data feeds
- Tips for saving time and reducing costs through automated workflows
- Ways to automate compliance so you can spend less time worrying and more time on client needs