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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.
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