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Investment & Retirement

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A Tale of Two Agents: Independent vs. Captive – Who Holds the Advantage? Who Will Prevail?

By ERICA RELAFORD

12 hours ago

It is the best of independence and the worst of competition. It is an age of accumulation, yet also an age of freedom. It is a season of shared CRMs, but it is also a season of IMO tapping into independent agent data. Savvy IMO owners who are grabbing independent agents' data would call this cost-cutting, but independent agents who voluntarily enter their clients' information into their CRM systems and then lose clients to IMO-captive agents who can see their clients' information on the backend are unwitting victims. Beneath the polished surface of national Independent Marketing Organizat...

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12 hours ago
On Erica Relaford

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