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WFH Series: Agent Recruiting, Retention, and Engagement

For many insurance carriers, the process of agent acquisition is very expensive and cumbersome. Most processes are completed offline, with little line of sight for both the internal teams and the candidate to understand candidate status. We’ll discuss the ways in which you can leverage Salesforce to reduce agent acquisition costs and increase visibility for all parties, while also ensuring your agent is productive and successful as soon as possible after on-boarding and appointment.




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