Everyone knows that technology will remain a growing part of the insurance sales business. The pandemic only speeded up the tech revolution. So why are advisors seemingly failing so bad at the basics?
The built-in agents plan and launch marketing campaigns in minutes, personalize every send, resolve customer requests, and keep humans in the loop Today at its flagship event K:BOS, Klaviyo (NYSE: ...
Workbooks is betting that plain-English AI agents can help mid-market teams overcome CRM friction faster than ...
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