Nov 12
2025
Small Agency, Big Insights: Using CRM Dashboards to Make Smarter Business Decisions
Running a small insurance agency is a balancing act—part service, part sales, and part strategy. Every decision, from staffing to marketing spend, can impact the bottom line. But while large agencies have data analysts and big budgets to guide their moves, smaller firms often rely on gut instinct. The challenge is that instinct, while valuable, can only take you so far.
