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    (2647) Expert Panel: Mastering Carrier Appointments and Acquisitions


    Content Level: Intermediate

    Personas: Customer Service Rep, Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial, Owner/Principal, IT/Operations Manager, Office Manager, Marketing Manager/Specialist

    Products: Applied Epic, Ivans

    Attend this panel to discover ways to improve the management of acquisitions and new carrier appointments. Panelists will delve into strategies and practical tips to streamline your process and enhance efficiency. Learn how not all acquisitions are the same and how setting up a plan for success can keep the project on track.