CRM

Automation

Revealed – how automation can help agents keep their businesses fully secure

A recent news story (below) will have set alarm bells ringing for agencies up and down the country when it was revealed that a former employee of a high-profile London agency had been accused of stealing the firm’s client database and handing it to a competitor agency in the local area. There have also been other stories about employees stealing cash from an agency and forcing it to close. Mercifully, such incidents are very rare, but they do happen. These incidents highlight the need for agents to have strong security measures and protocols in place, to reduce the chances of databases or money being stolen. This is important for both large corporate agencies and local one-branch agencies alike – who handle large volumes of money and data on an annual basis. How can agents keep themselves safe? Automation really comes into its own when it comes to security. Whether it’s …

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