Automation with Michelle Mosher

Michelle Mosher, from South Shore Insurance, talks about her transition from face-to-face interaction to a fully automated, online insurance business. Michelle discusses how automation has enabled her to reach far more clients than she could if she met with people in person.

Resources mentioned in the show:

Loom (video screen capture)

Vertafore Catalyst (insurance management system)

eSign (electronic signature system)

Active Campaign (email marketing platform)

Calendly


Michelle has 25 years of experience in the insurance field. To connect you can find her here:

South Sound Insurance

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Annie LaCroixComment