p
phillip_booner

PHILLIP BOONER

@phillip_booner

INSURANCE AGENCY MANGEMENT SYTEMS EXPERT

Regno Unito
Inglese, Francese
Alcune informazioni sono riportate in lingua inglese.
Chi sono
Hello i am Phillip, I help insurance agencies turn their CRM into a powerful growth and operations system. As an Insurance CRM & Automation Specialist, I set up, optimize, and automate EZLynx, AgencyZoom, AgencyBloc, HawkSoft, AMS360, Applied Epic, and InsuredMine covering lead management, sales pipelines, follow-ups, policy workflows, renewals, integrations, and reporting. I don't just configure software build systems around your agency's workflow to reduce manual work, improve follow-up, and keep your team organized. Need a CRM that works as hard as your agency? Let's build it.... Continua a leggere

Competenze

p
phillip_booner
PHILLIP BOONER
offline • 

Consulta i miei servizi

Gestione CRM
I will setup ezlynx agencyzoom applied epic ams360 hawksoft insuredmine insurance CRM
Gestione CRM
I will automate insurance CRM lead follow up renewals and workflows for agencies system