Hello! I am a licensed agent in VA and have some experience in wholesaling. I only have experience with Forefront as a CRM and smrtphone to dial but I am looking for something more proactive and quicker to do calls wh...

No fraud. just so you know, that’s how auto mechanics work too.

Life and long term care insurance are typically where you see this.After a lot of wrangling, the agent was able to get the policy renewed with the correct bank account number for the auto draft.  

It's very affordable and will save you time with auto messaging, channel manager so you can list on Airbnb and VRBO, and some light task scheduling for cleaners and handymen.

I've been using State Auto for my Landlord policy which is due for renewal in January.

Is the economy there still heavily reliant on the auto makers?

What happens when the repair company says it was an "auto-approve" repair and you say it was a "permission first" repair?

I typically tell my landlords to have the tenant start with whomever does their auto insurance.

And while that can be true with some homes now a days very few agents do anything but MLS as it auto populates to all the on line sites.

You can also take a podcast and take out top 5 things from that episode and use it for marketing.We last year moved everything over to microsoft which has copilot, so all our meetings are in teams which it transcribes the calls and using copilot if someone says "chris send an email to jamie by friday" it will auto create a task for me so I do not need to go in and create it.Regarding lead gen/tracking, copilot can see our CRM and who we have touched base with and who we have not to re engage or engage with them.