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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!
Episodes
Oct 29, 2023
Oct 29, 2023
40 min
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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