“You should be seriously considering basically three systems, your CRM, your agency management system and your AI platform.”
RR
Risk Remedy
Profiles in Risk ·
“Risk Remedy sits on top of my AMS. It doesn’t replace my AMS… we exist kind of independently and we’re playing for that vision.”
Profiles in Risk · Yehuda Daniel Katz, Co-Founder & CEO at RiskRemedy - PIR Ep. 874
Play from 13:05
13:05
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What was described
Sell AI-driven back-office technology to retail and wholesale insurance brokers as a platform that sits on top of existing Agency Management Systems (AMS)
Said nearby on the same subject
“You have a vendor program that works in partnership with departments, legal, risk, information technology, your financial systems, that communication really provides a platform for governance”
MR
Marilyn Rivers
Public Risk Management ·
“The platform is designed to integrate smoothly with existing systems, feeling less like an add-on and more like a native part of the infrastructure.”
♫
Said on The Connected Podcast
“I figured, you know what? Let me help broker this meeting. Let me help broker the meeting between what we call the rebels, the COO, who wants to overthrow the HOA group, and the HOA group manager, who does not want to meet.”
GW
Greg Witts
The Perfect RIA ·
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