The calendar year is off and running. We’ve passed renewals, the craziness of the holidays, New Year’s resolutions and we’re sailing. But there are some key routine tasks and processes we need to do each year to thrive, remain complaint, and increase profits. Have you done them?

Don’t worry; today is the day. We have a checklist! And don’t do it alone. Engage that fantastic taskmaster (you know, the one that loves lists) to help get your agency technology bases covered. Simply forward them this list.

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