38. How Can An Agency Identify Ineffective Parts of he Sales Process?
Beverage – Deep Cleanse Part 1: How do you help a struggling producer get on the right track? Part 2: Do leads lists work? In
August 3, 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.
37. What Should An Agency Do When They Have More Carriers Than They Know What To Do With?
Beverage – Mint Julep Part 1: How do we create a more productive employee review process? Part 2: How does an agency decide who makes
July 27, 2020
36. How Do You Break Up With A Client?
Beverage: Cherry Blossom Part 1: How do you know when enough is enough with a difficult client? Part 2: What is the best way to
July 20, 2020
35. Should Growth Opportunities in the Insurance Industry be Contingent on a College Degree?
Beverage – Sidecar Part 1: Can I have a successful career in insurance without a college degree? Part 2: How should agencies approach the policy
July 13, 2020
34. The Pros & Cons of Using a CRM
Beverage – Gin Fizz Part 1: What should agencies look for in a CRM system? Part 2: What options does an employee have when their
July 6, 2020
33. How do I Prepare for Opening My Own Agency?
Beverage – New York Sour Part 1: What advice would you give for making the leap from agency employee to agency owner? Part 2: What
June 29, 2020