As a manager, there are several recurring pain points I encounter that, if resolved, could streamline my work and enhance overall efficiency. However, collecting and consolidating financial data from different departments or systems is often time-consuming. Each department may use different formats or systems, creating a need for manual adjustments and checks to ensure accuracy. A tool that could seamlessly integrate and reconcile data from multiple sources would be invaluable.

Cold calling leads is one of the most brutal parts of selling insurance. A way to analyze, and break down what to say to a prospect, how to handle certain objections would be amazing but doesn't currently exist. Having a predetermined script based off data from 1000s calls to create and refine a highly effective script is a dream for agents

The lack of consistency in storing our correspondence on client activity.