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Over mij
Hello i am Phillip, I help insurance agencies turn their CRM into a powerful growth and operations system. As an Insurance CRM & Automation Specialist, I set up, optimize, and automate EZLynx, AgencyZoom, AgencyBloc, HawkSoft, AMS360, Applied Epic, and InsuredMine covering lead management, sales pipelines, follow-ups, policy workflows, renewals, integrations, and reporting.
I don't just configure software build systems around your agency's workflow to reduce manual work, improve follow-up, and keep your team organized.
Need a CRM that works as hard as your agency? Let's build it.... Lees meer