Discover a game-changing solution that revolutionizes the traditional P&C Marketing process in the insurance industry. Imagine entering data once and receiving multiple quotes, eliminating the need for redundant data entry across multiple systems. Join our fireside chat to explore how our innovative Salesforce tool significantly reduces operating costs and boosts productivity, empowering insurance professionals to optimize price and coverage selection.

What you’ll learn

  • Uncover strategies to double your productivity while cutting costs 50-80%
  • Develop ‘Programs’ by leveraging your existing book of business
  • Become a preferred market for agents by offering enhanced “Ease of Doing Business” across all their transactions
  • Manage agency and carrier production, as well as profit sharing

Who should watch

  • Excess and Surplus Lines Carriers
  • Managing General Agencies
  • Wholesale Insurance Brokers
  • Retail Insurance Agencies

Meet the speakers

Speaker: Marcus Romero

Marcus Romero

Director, Salesforce
Spinnaker Support
Speaker: Daegan Gray

Daegan Gray

Insurance Lead and Manager, Salesforce Practice
Spinnaker Support