I went with the CSR24 program from Artizan and will update in a few months to let anyone who is interested know how it is going. I have to say for any agency that does a lot of Evidence of insurance or Certs and are not interested in anymore then that, give Jasmine Winters a call at CertsNow (ebix.c...

I whole heartedly agree that for client retention hands on and direct support is needed. I have several large (100 +) unit assocations and in order for to keep up with the evidence of insurance demands from the lenders I either need to hire someone one specific or use one of these programs so the le...

Any one using or used either of these products? What is your experience?

Would you rather have a contract that offered higher commission percentages or stay with the current standard of offering contingencies if you reach a certain benchmark with favorable a loss ratio? The younger owners were more open to getting a higher commission, where the older ones liked the conti...