Insurance Business forum is the place for positive industry interaction and welcomes your professional and informed opinion.

Notify me of new replies via email
Insurance Business | 18 Jun 2014, 07:47 AM Agree 0
Relationships are pivotal to the success of a broker, but it can be all too easy to lose a client when the relationship has barely begun. ProRisk's Peter Marshall explains how to make those networks survive.
  • Daneille | 30 Jun 2014, 11:28 AM Agree 0
    What is the name of the ap? I can not find it under Persona
  • Barry Cross | 03 Jul 2014, 10:15 AM Agree 0
    There is a Persona desktop app but its more about productivity aids for writers than a CRM (sort of) tool.
Post a reply