Agency Revolution- Leads, Renewal, Account Rounding, and Reporting

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Leads

Transcript of Agency Revolution- Leads, Renewal, Account Rounding, and Reporting

Leads

Renewals

Account Rounding

Reporting:Trackable Accountable Measureable

New Prospect

New Client

Additional

Policy

New ClaimAccount Review

Lost Client

Reinstated

Client

Created/Identified

Opportunity