44. How Do Agencies Build Valuable Experience for Interns?
Beverage – The Martinez Part 1: Should an agency eliminate perks that no longer serve their intended purpose? Part 2: What should agencies include when
September 14, 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.
43. What Are The Potential Consequences of Consolidating Locations?
Beverage – Vodka Quarantine Part 1: Will closing a location cost an agency business? Part 2: What options do employees have when required to handle
September 7, 2020
42. Is A Client Sign Off Truly Necessary?
Beverage – An Island Party Part 1: Do agencies need to collect a signature when a client declines coverage? Part 2: Do agencies need to
August 31, 2020
41. What Should Agencies Do When a VIP Employee Retires and Client Relationships Are at Risk?
Beverage – Gin & Juice Part 1: How do you know when it’s time to hire? Part 2: How should an agency prepare for retirement
August 24, 2020
40. How Should Internal Employee Moves be Managed?
Beverage – The Schmitts! Part 1: Is there proper protocol when employees want to move within the agency? Part 2: Does an agency benefit from
August 17, 2020
39. How Do Managers Reenergize a Team That Has Started to Check Out?
Beverage – The Expat Part 1: What can managers do when the excitement of working from home wears off? Part 2: How should agencies manage
August 10, 2020