Boosting Your Book of Business: New Ways to Use Technology

The brokerage business needs a tech update, according to Jennifer Ong of Allied Cloud. Today’s technology can expand your potential and scalability, providing improved efficiency, transparency and profitability. But the road to that goal can often be bumpy. Many considerations are involved, such as how to evaluate the available options and avoid the pitfalls.

In this in-depth discussion, we also explore:

• • The value of communication, financial reporting and deal tracking
  • Change management strategies
  • Long-term tech planning
  • Ideas for streamlining processes

Don’t wait to hear these and other valuable insights!

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