In-person and on-site agency CRM training
- Professional CRM audit consulting
- 2 days of customized on-site CRM training
- Library of CRM training material
- AgencyZoom, BetterAgency, InsuredMine
StakWise founder and CEO, Casey Nelson has the right mix of experience and expertise to help your agency maximize it’s CRM usage.
Casey spent 8 years as a high school teacher, and 6 years as COO of Integrity Personal Insurance (McKinney, TX) before launching StakWise.