The calendar year is off and running. We’ve passed the 1/1 renewals, the craziness of the holidays, New Year’s resolutions, and we’re sailing. But there are some key routine tasks and processes we need to do each year to thrive, remain compliant, and increase profits. Have you done them?

Don’t worry; today is the day. We have a checklist! And don’t do it alone. Engage that fantastic taskmaster (you know, the one that loves lists) to help get your agency technology bases covered. Simply forward them this list, watch this deep dive session, and use it to make a difference for your agency. Note your takeaways now, and throw some time in your calendar to think through next steps.