Is your CRM helping you or just causing frustration? Have you used technology to identify which client is the most profitable based on the time you spend on them? In this episode, MDRT members share their experience with technology and lessons gained while going from implementation to maximization.
You’ll hear from:
Xiao Chen
Chad Demarre
Maria Josefa Garcia
Stacy L. Kahan, CLU, RFC
Episode breakdown:
0:33 – The vision required to grow
2:23 – Utilizing technology to save time, not waste it
3:42 – The progressive adoption of e-signatures
5:37 – The new information you need to gather
8:29 – Navigating the challenges of a meeting that doesn’t take place in person
11:06 – Coaching clients through a phone application
13:32 – The importance of knowing your client well
