This is the first presentation that is part of a new Virtual Business Development Series for CAHU. This series will include presentations that provide tips, tricks, and tools to help members be more successful and grow their businesses. Due to the nature of the topics, the CAHU Virtual Business Development Series presentations will not be offering CE credit.

Steve Ogden with AgencyBloc will be sharing reasons on why someone should be using an Agency Management System to help with their business. There will be a high-level overview of our system and specific features will be highlighted that can assist in organizing an agent’s book of business. Features include, but are not limited to; automated workflow, commissions, and sales pipeline.

Steve has spent the last 30 years in sales and sales management in the technology space. He got the opportunity to get into the content management space in the early 21st century and has enjoyed helping people transition from a paper-based world. Steve is a Certified Information Professional through AIIM and is certified as an Accounts Payable Solutions Consultant through the IOFM. Accounts Payable as a horizontal is currently in the paper to digital transition.