Brokers are turning to cloud-based systems as a way to gain new clients from competitors and retain the clients they already have. The increasingly popular platforms can provide a single point of access for a client’s employees, reduce the burden on their HR department and often provide valuable analytics and other forms of data.
Owen Wingate and his brother, West, started their Ponte Vedra Beach, Fla.-based brokerage Abentras in 2004 after spending 15 years at a “traditional agency” – run by their Uncle – where technology was an afterthought.
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