Enhancing your agency's workflow can help streamline your operations, increase productivity, and drive remarkable results for your agency.

Join our webinar on July 10 at 2 pm ET as Kenneth Williamson from Portal Insurance shares his expert strategies for optimizing workflows with the use of technology to improve retention, increase performance, and achieve success for your business.

Gain insights into how you can effectively implement these tools in your business. Kenneth will also reveal the real-life application of these strategies and how they have transformed his agency. Don't miss this opportunity to revolutionize your workflow and take your agency to the next level. 

In this webinar, we will cover:

  • Benefits of having an optimized workflow
  • Tools and frameworks to improve your agency's workflow
  • Kenneth's real-life use cases

Save the date and we are excited to see you there! Register for your spot now.

Kenneth Williamson
Director of Operations, Portal Insurance

Brett Sivits
Vice President of Client Success, TrustedChoice.com

Heath Shearon
Sr. Content Marketing Manager, Vertafore

Syd Roe
Director of Agency Marketing, Vertafore 

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