Missed our live webinar with Pacific Interstate Insurance Brokers members? We've got you covered. 

Agencies who are looking to win more business must do more and more every day in order to set themselves apart. 

In our on-demand recording of this webinar, Conversations Lead to Conversions, Vertafore's Kat Ternes discusses how you can set yourself apart from the competition, improve business efficiency, and close business faster. Vertafore’s new insurance CRM and Employee Enablement tool – AgencyZoom – has personalized automations, allows you to provide a consistent customer experience, manage leads in real time, design email campaigns, and is mobile friendly! 


During our webinar on October 18th, we discussed the following:

  • What strategies work best when contacting hot vs. cold leads
  • How to reach out to commercial vs. personal leads
  • The best strategies for communicating with current customers
  • How personalization increases open rates
  • How much of each form of communication is needed (call volume, text volume, email subject lines that’ll help with open rates, etc.)

Agencies like you can learn more about how an agency management system can influence and support the success of your business. Register to receive a recording of our live webinar, hosted by PIIB with special guest Kat Ternes from Vertafore, to learn all of this and more.