Understanding the Needs of Managing General Agents (MGAs) Defining the Role of MGAs So, first off, let’s chat about what MGAs actually do. Honestly, the role can feel a bit like wearing a ton of hats at once. Think of MGAs as the middlemen between insurers and agents. You’re not just selling products; you’re also […]

Hey there! If you’re reading this, you’re probably on the hunt for a killer CRM to help manage your insurance business. As someone who’s navigated the waters of insurance management, I totally get how overwhelming it can be to find the right software. In my experience, the right customer relationship management (CRM) tool can be