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Client Services Megan Lockhart Client Services Megan Lockhart

Ep. 546 Insuring the Future: AI Tools for Modern Brokers

Rancho Mesa President David Garcia and Erik Vandermaus, Executive Vice President with BrokerPRO, a data and insight company that’s transforming the insurance industry. Discover how their technology is empowering brokers to streamline workflows, personalize client interactions, and stay competitive in a rapidly evolving market. discuss how to deal with current or former employees who post slanderous videos online, and ways to prevent it from occurring.

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