We’re often asked ‘is it really possible to be both the most advanced automation system and the easiest to use?’ Yes, it is. But, rather than just talking about it, we decided to demonstrate our system and let you decide. Watch this webinar to witness two agents showing how their agencies use ValChoice.
Software Designed to be Used
Have you ever purchased software and then didn’t use it? Was it too hard to use? Was it a CRM system? One of the highlights of this webinar is ValChoice software is built to be used. Our software conforms to the way you work. We don’t expect you to change the way you work in order to use our software. That’s one of the key reasons agents love us. Well, of course it helps that we make them more profitable and help to win more business.
The Agents Featured
Kelly Endicott – Owner, John Dawson Insurance, Columbus, Ohio
George Patterson – Branch Manager, Williamson Insurance, Zanesville, Ohio
The Topics Covered
0:00 – Kenny Hendricks – Housekeeping
2:00 – Kenny – Introductions
2:55 – Dan Karr – ValChoice overview
6:50 – George – Using ValChoice at the point of sale with an MS Outlook addin. Examples with Acuity Insurance and Grange Insurance
20:00 – Kelly – Using ValChoice for renewals to reduce re-marketing by 80% and increase retention
30:30 – Kelly – Upselling with ValChoice. How manager/owners, producers and CSR’s use the system
36:30 – Dan – Turning HawkSoft into a CMS and a CRM
37:30 – Kelly – Training overview plus testing and running campaigns
39:00 – George – Cross selling
50:00 – Kelly – Using ValChoice to help producers build their pipeline
52:00 – Dan – Pricing
54:30 – Kenny – Q & A
Hard Market Use Cases
Holiday Discount
Be sure to take advantage of our 25% discount through December 29, 2023. The promo code is HS-122923.
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