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The Digital Broker's Playbook

A Guide to Modernizing Your Insurance Agency

Published by Charles Michael Publishing
Distributed by Simon & Schuster

About The Book

If you’re a broker and are still relying on a paper-based system rather than adopting new technology to meet the needs of your customers, you have a big problem; there’s an easier way to serve your clients and grow your business!

Still relying on a paper-based system? There’s an easier way to serve your clients and grow your business! If you’ve wondered how to bring technology into your business but decided it’s too late or too difficult, let David Reid guide you through the process. It’s not too late to become a digital broker, and the time to make the change is now.

About The Author

David Reid is the co-founder and CEO of Ease, an HR and benefits SaaS platform serving small to mid-size businesses. David has over 30 years of experience in the employee benefits and group insurance industry and was one of the earliest adopters of technology as an integral strategy for employers in the late 1990s. Throughout his career, David’s focus has been creating broker-centric solutions that are easy to use and practical to deploy.

Product Details

  • Publisher: Charles Michael Publishing (June 22, 2021)
  • Length: 128 pages
  • ISBN13: 9781642938760

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