Are you attending the upcoming Netvu Conference? If so, you have to come by and see Kelly Donahue-Piro as she helps a few of our technology partners. Netvu is a 3 day conference designed for Vertafore users. It’s a great few days of networking and education.
You can find Kelly primarily at booth #105 with our good friends at ProTrac. Protrac provides some great services you should know about:
- Agency FitTrac report, know your metrics with this great report
- ProTrac, this is a plug into AMS 360 that prompts your team to ask for email addresses, account rounding and even provides scripts and tracking
Also make sure you check out Insurance Agent App. Our friends Matt and Kiki Aaron have created an awesome phone app that any agency can use. You can do the following with this great app:
- Send Push Notifications
- Provide clients billing and claims information
- Home inventory
- Instructions on how to handle a claim
This conference will be better than ever. If you want to learn a little bit more about these great tech vendors or Agency Performance Partners we would love to schedule a time chat or meet up. Be sure to contact us to arrange a time. Also, find Kelly in the event you have a headache from either too much wine or from your agency!
