How automation buys back time and happiness - with Steve Overton

Fourth quarter. Two of the most dreaded words in the insurance industry. So many agencies enter the last quarter without a solid game plan leading…

By Andy Neary | January 27, 2021 at 11:33 AM

Fourth quarter. Two of the most dreaded words in the insurance industry. So many agencies enter the last quarter without a solid game plan leading to account-management frustration and burnout.

This week I sit down with Steve Overton, Founder/CEO of Plansight. We dive into this ever-dreaded 4th quarter burnout so many insurance agencies experience, and how automation and simplifying the renewal process can help teams buy back time and happiness.

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How automation buys back time and happiness - with Steve Overton

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