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The Vertafore Insurance Podcast will bring on the insurance industry’s biggest influencers to talk about what is trending in insurance, best practices, and more!
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Sunday Oct 29, 2023
Sunday Oct 29, 2023
Margeaux Giles, Founder & CEO of IRYS, sits down with us to try and settle the CRM vs AMS debate. Her experience in both agency operations and insurtech gives her a unique perspective on what the next generation of technology could look like for the indie agent. And it all starts with...the data.
Meet Margeaux and hear:
• 4 key differences between a CRM and AMS
• A high-level overview of the importance of data architecture
• Why agencies need a CRM to be competitive in the digital era
• How to overcome the change management hurdle
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