ASSEMBLING THE BUILDING BLOCKS TO EFFICIENT WORKFLOWS
Insurance Agency Automation Associates
Remote services are typically custom projects designed specifically to the needs of the agency. This can be pre-migration setups, uploading lead lists, creation of target lists or campaigns, changes to settings, creation of form letters/proposals/summaries or just about anything else that can be imagined.
These services are those that do not typically require involvement from your staff. Perhaps it is a onetime task that you do not necessarily need to be trained in.