Intake Without the Headache - Town Hall Meeting
In this week's episode the Mayor Heath Shearon hosts another town hall meeting. This week we talk about the headaches of intake forms and gathering of prospect information, And the back and forth of gathering pertinent information for underwriters. All of these things can end up being a roadblock. All of these things can sometimes caused bottlenecks in your agency. That is where Canopy Connect comes into play with their intake platform. They're one click solution that I've been talking about for 5 years now. Thanks to Ray Huang for making the visit to Insurance Town and Showing us behind the…
The skinny
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