Jason Back · Broker Daily Podcast Network · Business Accelerator: Are brokers getting the most out of their tech?
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estimated that 80% of brokers use only 20-30% of their CRM’s capabilities and should be using 70-80%
80% of brokers, 20-30% usage, 70-80% potential
“We used to have a very high closing rate, probably 70, 80 percent. … I want to make sure they understand the problems and what the risks are.”
“We’re mainly in Azure Shop using Azure OpenAI… testing in GCP with Vertex AI, also using their Anthropic models because we can use GCP as the broker, and we know that the data will stay with us”
“I think, though, if you're running your retirement numbers, you should assume something no higher than 8%. I personally only use 6% in my portfolio.”
“I developed a tool that looks at the capabilities of an ask in the job description and aligns it with the capabilities that someone's defining within their resume… using the spider diagram to show the overlay”
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