Tony chats with Elan Gefen, Go to Market Lead at Eventual Treasury, a revenue co-pilot for insurance agents and brokers. They do 3 basic things: 1. Help with auto revenue reconciliation. 2. Revenue recovery. 3. Real-time financial forecasting. Overall, they solve huge issues on the financial and accounting side of insurance agency operations.

Elan Gefen: https://www.linkedin.com/in/elan-gefen-35104365/
Eventual Treasury: https://www.eventualtreasury.com/

Video Version: https://youtu.be/dkID4hL7PaM