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Two agents show how they use ValChoice in a hard market

How Agents Use ValChoice in This Hard Market

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.

Click the button below to get more information and have the option of purchasing a subscription:


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Author Rating
Aggregate Rating
5 based on 1 votes
Software Name
Automation Software for Insurance Agents
Operating System
Cloud Based
Software Category
Insurance Agent Automation
$ 25% discount
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