Category Agency Operations

Intake Doesn’t Have to Be a Headache: Helping Agents Work Smarter with RiskAdvisor

Two professionals collaborating at a desk, reviewing client information on a tablet and writing notes in a notebook.

Let’s talk about something every independent agent knows all too well: data chaos. You’ve got emails coming in at all hours, client info scattered across spreadsheets, texts, sticky notes, and let’s not forget those quick phone calls where someone says,…