Licensed Insurance Advisors, LLC – Scaled from 10 Agents to 100+ Agents Within 12 Months
Zack Lewis : October 7 2020
LIA insurance agents were working out of multiple technology platforms to sell 12 different products across 100+ carriers. This siloing of technology stifled the productivity of their sales staff, and since none of the systems spoke to each other, there was no way to accurately report the day-to-day activity of their business. Scale was a concept that seemed impossible to achieve.