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Hello, I'm Riza. If you're an insurance agent or agency leader, do you still use ring files for client records? This method is inefficient, requiring lots of space, manpower, and time. Manual recording of client details and meetings is also time-consuming. Coordinating document delivery is tedious, with limited contact hours and days. Plus, generating sales reports is not immediate, hindering productivity. Streamline your processes with a digital solution for greater efficiency and accessibility.
