Andrea Potter

Andrea Potter
Member for 4 years
6 ratings & reviews completed
Average rating:
Reputation: 238
| Title | Vice President, Systems Manager |
|---|---|
| Job Type | Administrator |
| Department | Other |
| Company | Lifestore Insurance |
| Industry | Insurance |
| Size | 11-50 employees |
Expertise
| Product | Experience | Level of Expertise |
|---|---|---|
AMS360 | 10 years | |
Microsoft Excel | 10 years | |
DocuSign | 10 years | |
Zywave Sales Cloud - Agency Management | 5 years | |
Vertafore RiskMatch | 3 years | |
Vertafore Agency Platform | 11 years | |
ZyWave MyWave Client Portal | 11 years |
Badges
Pundit- Insurance Agency Management
Pundit- Customer Relationship Management (CRM)
Pundit- Business Intelligence (BI)
Pundit- Insurance Suites
Ratings and Reviews
| Product | Rating | Rating Date | Review Link |
|---|---|---|---|
| Zywave Sales Cloud - Agency Management | Jul 14, 2022 | Read Review |