Agency Relationship Management Solution is directed at the sales, marketing and customerservice functions in the insurance business. The solution provides for complete integration into the client's internal systems, resulting in a 360-degree view of the client. ... It helps in cross-selling to existing customers.Нанять Agency Relationship Managers
I am looking for a visual way to provide visibility into the projects, number of hours and status for 25 team members. The visual will be used for executive updates to show where team members are spending their time.