50. Season 1 Finale
Beverage – Whiskey Smash Part 1: What do you do when you suspect a client is being dishonest? Part 2: How can an agency find
October 26, 2020
About
We’re 3rd generation insurance agency owners, and also brothers. Even though we had the same upbringing, we see the world very differently. This caused significant issues in our early years, but we eventually embraced the idea that every coin needs 2 sides to be complete. In 2018, we launched our 2nd company, Total CSR, with the aim of reducing new-to-industry onboarding time frames from 2 years, to 2 months. Since then, we’ve traveled the country speaking to thousands of agency owners and their teams – and we’ve come to realize 2 things:
1. We all struggle with similar challenges, regardless of size and location
2. Often times we are too embarrassed to ask for help
The Independent Agent Podcast is our attempt to provide helpful answers to your most difficult questions – anonymously of course. Thanks for listening.
49. Can You Teach an Old Agency New Tricks?
Beverage – Gin & Tonic Part 1: How do you bring an agency into 2020? Part 2: What do employees need to develop leadership skills?
October 19, 2020
48. Which Niche is Which?
Beverage – The Gimlet Part 1: What does an agent need to know when choosing a niche? Part 2: What qualities are most important in
October 12, 2020
47. What Options Are There for An Employee Who Regrets Taking a Promotion?
Beverage – The Aperol Spritz Part 1: How does a new employee make the most of an abundance of downtime? Part 2: What should a
October 5, 2020
46. Is There a Fair Way to Distribute the Accounts of a Retiring Producer?
Beverage – French 75 Part 1: How do you make a judgement call on whether a lead is good or bad? Part 2: What should
September 28, 2020
45. How Do I Transition Accounts Out of My Book That I No Longer Have Time to Work With?
Beverage – A Brandy Daisy Part 1: When does it make sense for a producer to remove accounts from their book of business? Part 2:
September 21, 2020