Why Your Agency Needs a Data Purge Policy
Creating a data purge policy can be an essential part of your agency’s spring-cleaning process. A data purge policy should help keep your data organized, relevant, and compliant with current…
Tag: Database
Six Underutilized Features in Agency Management Systems
Contributors: Angela Ford and George Robertson Unlock the full potential of your insurance agency with these six underutilized agent management system features – from automated reporting to real-time carrier submissions.…
Airtable Turns Lists into Actionable Databases
Over the years, I have used various ways to make lists, keep track of projects, and store information. Microsoft Excel or Access has its place, but they seem to be…
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