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[17 Jan] Virtual Training Module: Turning Every Call Into An Opportunity

What is the definition of giving good service? Is it taking care of the clients request or is it delivering an experience that builds trust, education and helps solve problems a client didn’t know that they had? For many agencies they are wedged in between a transaction and an experience. If consistency in delivery is […]

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[13 Jan] Holley Insurance: Boosting Retention 88.83% to 91.29% with AppX Retention

Overview: Holley Insurance is an independent insurance agency in the Rocky Mount/Roanoke area of Virginia. They pride themselves on providing expert, personal customer service. They take a proactive approach to finding the best coverage and pricing for their customers, and they work with only the top insurance carriers in Virginia. Holley Insurance is 100% locally […]

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[11 Jan] Delivering Commercial Insurance Policies Via Email vs. Paper Copies

It’s a new year! Time to review how to reduce agency costs, boost efficiency and build a valued client experience. One of the items that agencies who handle commercial insurance should consider reviewing is the delivery and/or mailing of commercial lines policies. With a fresh year, it’s a great time to review if we have […]

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