CMS and or Backend System Onboarding

Package Chosen*
I would like to operate as much as possible out of my Client Management System in order to stay organized and know what I communicated to my prospect or clients:*
CMS Question
I would like to have my client management system set up so that I can focus more on sales*
CMS Question
I think it would be beneficial to have tasks seperated by department*
CMS and Backend Systems and Process Question
I am familiar with Ivans a company that downloads policies and endorsements?*
CMS Question
I want to email only out of hawksoft to be sure that I have clear communication amongst staff members and my clients/prospects*
CMS Question
I am interested in having a schedule created for my day to day operations to keep myself and employees on task and increase production?*
Backend Systems and Process Question
I am interested in learning a text alert platform to send billing reminders and follow up to my clients?*
Backend System and Process Question
I would like to know about how to utilize docusign for policy applications and other documents that I may send to my clients*
CMS and Backend Systems and Process
I would like to know more about email signatures and how they can benefit my company. I would like a copy of email signatures to send to my clients.*
CMS and Backend Systems and Process
My company engages in creating certificates of insurance*
Backend Systems and Process Question
I am interested in a follow up system to get in touch with my clients*
Backend Systems and Process Question
I would like to speak less with underwriters and more with my clients throughout the duration of each day?*
Backend Systems and Process Question
My agency uses a finance company or plans on using a finance company to finance policies?*
Backend Systems and Process Question
I would like to keep my overhead low and sales high for as long as possible?*
Backend Systems and Process Question
I want to make sure I stay compliant with the state laws that I operate in*
Backend Systems and Process Question
I am interested in knowing more about setting expectations and timeframes with my clients and how that benefits my company*
Backend Systems and Process Question
I would like more information on how I can use certain quoting timeframes to increase my sales*
Backend Systems and Process Question
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