“Before we started using Harmony, all we had were spreadsheets, we only collected data once a year, and it was self-reported. We weren’t asking member agencies for their codes; we weren’t tracking production or their appointments. We grew our membership by 30% last year. Making sure we have all those new agency codes with all their carriers, and making sure all those codes have been included in our production has been no easy task. Every Carrier report I receive has at least one mistake. Sometimes I find millions in production missing from certain agencies.”
Aileene Cole, VP of Business Strategy
CAA
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