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SAHU October Member Meeting – How Your Agency Management System Can Help You Stand Out During Q4
October 19, 2022 @ 12:00 pm - 1:15 pm
$15.00 – $30.00
Join us for the virtual lunch & learn presentation on October 19, 2022
**A Zoom link will be sent the day before the event.**
Course Name:How Your Agency Management System Can Help You Stand Out During Q4
Program Overview
An agency’s sales and retention strategy is put to the test during Q4. Brokers are running around trying to secure a big account while managing their current clients’ expectations and keeping them happy.
“Wouldn’t it be great if all of these account management tasks were handled automatically?” Learn how to manage these important tasks while in Q4.
If you have an Agent Management System, then you already have access to all kinds of tools that will help you manage your client’s expectations and ensure that they’re happy with their experience.
This presentation will discuss ways to supercharge your agency management system and ensure your agency stands out during Q4.
Speaker Bio
Tom Avery is the Founder & CEO of Signal Sync, An insurance industry SaaS and agency automation solution designed for the independent agency. Tom is also the Founder & CEO of Innovative Broker Services, an independent boutique brokerage company located in Folsom CA. Tom writes about the many challenges being faced by today’s agencies and has developed Signal Sync to overcome these challenges. Tom is frequently interviewed by national and local news publications and in 2017 was the featured cover story in Employee Benefit Advisor magazine discussing innovations in agency technology.
Qualifications:
August 2021 – Benefit Pro Conference, Speaker, Technology hacks to improve agency productivity
March 2019 – Present, Founder of Signal Sync – An insurance industry SaaS and agency automation solution designed for the independent agency.
July 2005 – Present, Owner of Innovative Broker Services, a boutique Employee Benefits agency located in Folsom CA. Awarded a Top 10 Employee Benefit Agency for 12 consecutive years, Sacramento Business Journal.
2021 – Began monthly editorial for Benefits Pro Magazine regarding agency operations and key issues facing agencies
Avery Featured Cover Story – The Inventor, Employee Benefit Advisor Magazine April/May 2017
Avery – 10 benefit industry trendsetters to watch in 2016, Employee Benefit Advisor