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Smartphone Technology That's Right for You and Your Agency

As an agent, you know that a key element of success is effectively managing your time and business activities in a way that is responsive...
February 12, 2008

As an agent, you know that a key element of success is effectively managing your time and business activities in a way that is responsive to the needs of your current clients while developing new business with prospective clients. This can require a substantial amount of time away from the office.

But even though you're away from the office, you still need to stay connected - minute by minute. Questions will arise that need to be answered. Schedules and appointments need to be confirmed, and they can change. It's not unusual for clients to call your office while you're out, needing to talk to you on the phone about a coverage or claims question - or changes that need to be made.

How can an agent juggle these tasks most effectively? For many, the answer is a BlackBerry smartphone.

An e-mail sent to your BlackBerry from a support person in your agency can detail what clients need so that when you call or meet with them, you're completely informed and can respond as the professional they are relying on to meet their insurance needs.

Having the information you need - when you need it - can make all the difference. For example, on the way to an appointment, you might realize you need some additional information that you didn't bring along. That information can be delivered right to your BlackBerry, saving you a trip back to the office. Or, a question could come up during an appointment. Using the BlackBerry to get that question answered on the spot could be quite impressive to your client or potential client.

As a PIA member, you can save money on phones, connection packages, and accessory bundles through the unique relationship PIA has established with BlackBerry and CDW. You can also benefit from CDW's world-class customer support. To learn more, click here or call the special CDW/PIA member service and support team at 1-888-552-4239.

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