What improvements can there be made around the handover of leads from marketers to agents?

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Although distribution and marketing teams play complimentary, critical functions for insurers, there is often some inefficiency in the leads management process. This comes down to a lack of information or a breakdown in managing customer information. To develop a stronger connection between these two functions, insurers will need to find innovative solutions to solve these issues.

In the video below, our CEO & Co-founder, John Brisco, talks about what is needed to improve the synergies between marketers and agents.

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