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Liz Rodrigez, Vertafore All-Star

Check out Liz’s Vertafore All Star video to learn more about her. More than just a point and click trainer, Liz truly understands what it takes to help CSRs become successful. We are so glad to have Liz on our team! Click Here to learn more about...
New & Improved Agency Report Card

New & Improved Agency Report Card

In our experience, agency owners are far more comfortable and skillful in sales versus financial management. However, managing your agency blindfolded to the financial health of your agency is risky. Agency owners who are aware of their agency’s financial...
Relax This Fall

Relax This Fall

You know you’ve been there. Lying in bed, worrying about your agency. Is my account manager forgetting something? Are there questions we aren’t asking? What if a client isn’t appropriately insured? What if we get sued? What will happen to my E&O...