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Introducing BOSS for Agents- All in one Agent Portal and CRM
Manage episode 438157060 series 3331561
Content provided by Pinnacle Financial Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pinnacle Financial Services or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Introducing to the podcast: BOSS Agent Portal and CRM! The ultimate guide for insurance agents to harness the power of technology and revolutionize their business. Dive deep into the world of the first AI-enhanced CRM built specifically for insurance professionals. Learn how BOSS ensures HIPAA and SOC 2 compliance while offering seamless, one-click integration with enrollment tools, digital scope of appointment forms, and AI-driven retention recommendations. Discover how marketing automation, all-in-one dashboards, and phone integration with call recording can transform your workflows, optimize your client interactions, and elevate your agency to new heights. Tune in and stay ahead with the tools and insights that empower you to be the BOSS of your business!
16 episodes
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Manage episode 438157060 series 3331561
Content provided by Pinnacle Financial Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pinnacle Financial Services or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Introducing to the podcast: BOSS Agent Portal and CRM! The ultimate guide for insurance agents to harness the power of technology and revolutionize their business. Dive deep into the world of the first AI-enhanced CRM built specifically for insurance professionals. Learn how BOSS ensures HIPAA and SOC 2 compliance while offering seamless, one-click integration with enrollment tools, digital scope of appointment forms, and AI-driven retention recommendations. Discover how marketing automation, all-in-one dashboards, and phone integration with call recording can transform your workflows, optimize your client interactions, and elevate your agency to new heights. Tune in and stay ahead with the tools and insights that empower you to be the BOSS of your business!
16 episodes
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Similar to Insurance 360
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
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continue reading
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…
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…
continue reading
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continue reading
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continue reading
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