Is your CRM helping you or just causing frustration? Have you used technology to identify which client is the most profitable based on the time you spend on them? In this episode, MDRT members share their experience with technology and lessons gained while going from implementation to maximization.

You’ll hear from:

Xiao Chen

Chad Demarre

Maria Josefa Garcia

Stacy L. Kahan, CLU, RFC

Episode breakdown:

0:33 – The vision required to grow

2:23 – Utilizing technology to save time, not waste it

3:42 – The progressive adoption of e-signatures

5:37 – The new information you need to gather

8:29 – Navigating the challenges of a meeting that doesn’t take place in person

11:06 – Coaching clients through a phone application

13:32 – The importance of knowing your client well

Listen to the monthly series, MDRT Presents: @mdrtpresents