P&C insurance brokers have been managing digital marketing campaigns for years. But are they using the right techniques and strategies? Nancy Kwan will provide insights to questions brokers are asking about their marketing campaigns and their Customer Relationship Management (CRM) strategies, plus she’ll delve into areas where brokers may not know they are facing challenges.
Nancy Kwan is a marketing consultant and customer experience strategist with over 17 years of industry experience. She held key leadership roles in insurance marketing and technology consulting firms at Aviva, Sun Life. CAA Insurance, Ontario Teachers Insurance Plan and CPA Professional Liability Plan, and more recently Bubblebox, a Salesforce Consulting Partner. Nancy will share her perspectives to help P&C brokers more effectively manage digital marketing and Customer Relationship Management (CRM) programs.