“You should be seriously considering basically three systems, your CRM, your agency management system and your AI platform.”

Risk Remedy · Profiles in Risk · Yehuda Daniel Katz, Co-Founder & CEO at RiskRemedy - PIR Ep. 874

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What was described

Argues that brokers need three separate systems - a CRM, an AMS, and an AI platform - rather than a single all-in-one solution

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