The story that follows is based on real challenges faced by independent insurance agencies, but names and specific details have been changed. “Jackson & Pine Insurance” is a fictitious firm based in Tampa, Florida, created to illustrate the decision-making, trade-offs, and transformation that many growing agencies encounter when evaluating CRM platforms. Chapter 1: Starting Simple—and […] The post When “Simple” Isn’t Wise: Lessons from a Growing Insurance Agency’s CRM Journey ...
