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Boosting Service Efficiency with a Virtual Assistant
A fast-growing HVAC service company was struggling to manage customer inquiries, scheduling, and billing. Their Customer Service Representative (CSR) spent most of the day buried in admin tasks ...

Independent Insurance Agency Growing Pains
A Connecticut mid-sized Insurance agency was experiencing significant growth selling auto and home insurance year after year. They hired one producer then added another. The producers were selling two clients …

Customer Success Manager Stress
A small SEO company was experiencing significant growth. Great customer service to manage the growth while keeping the customers engage and buying more services were crucial. Problem: The owner placed …

Lead Generation-The Old-Fashioned Way- With a Twist
Not all new marketing approaches are the best. Top insurance agents have several lead generation strategies. Networking by creating contact spheres along with centers of influence is always the best …
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