Скачать или смотреть ClientCircle Pt. 2, Donna Cowart

In this episode of the Insurance Perspectives podcast, Donna Cowart of Cowart Insurance Agency talks about how Client Circle brings value to her agency by breaking down agency goals into manageable tasks and improves communication with clients.

Episode table of contents
00:00 - Introduction.
03:08 - Tell us about Cowart Insurance Agency.
05:28 - Does Cowart Insurance Agency specialize in any type of insurance?
06:38 - What gets you excited about insurance?
07:46 - What were you looking for when you first encountered ClientCircle?
12:09 - What can your agency do now that you couldn't do before?
14:40 - Torey talks about ClientCircle's feature Journeys.
17:25 - Donna offers advice on being a proactive agent.
21:41 - What is one thing that you'd like to change about ClientCircle?
24:40 - How would you describe the value that ClientCircle brings to your agency?
27:13 - Conclusion.
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   • The Insurance Perspectives Podcast  

Learn more about Cowart Insurance Agency:
https://www.cowartinsurance.com/
  / cowartinsurance  
  / cowartinsuranceagency  

To get in touch with today's guests, reach out to them via LinkedIn:

Donna Cowart (  / donnacowart  )
Torey Maerz (  / toreym  )

More information about ClientCircle:
https://www.clientcircle.com/
  / clientcircle  
  / client_circle  

If you’re looking to reach out to HawkSoft, please email [email protected].

For more information on HawkSoft, visit:
https://www.hawksoft.com/
  / hawksoft  
  / hawksoft  
  / hawksoft  

Outro music by Denys Kyshchuk from Pixabay