The basic tool used in the work of many brokers is Excel. In our entries, we mentioned that properly collected and processed data in the spreadsheet helps to maintain order and organize work, but they are also a source of numerous problems. In today's article, we want to show you why we think it's not a perfect solution. Dedicated applications for insurance brokers and multiagencies are systems that are not only used to organize work and customer data. These are primarily applications that automate processes.The first reason you should definitely think about the system is because your business is growing and has new employees on board.You started with two people in the team and the mutual exchange of information and sheets was not a problem. What about the team now? The number of communication channels increases with each employee: if we have n people, then there are n*(n-1)/2 communication channels between them. In addition, you always have to take account of random situations when direct exchange of knowled...