32. What Do You Do When a Producer Goes M.I.A.?
Beverage – High Noon Grapefruit Vodka & Soda Part 1: How can an Account Manager address the fallout created by a producer who is never
June 22, 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.
31. The Struggle is Real When Attempting to Understand Reports From the AMS
Beverage – BuzzBallz Horchata Part 1: How do agency leaders translate report data into effective action? Part 2: Should all employees have access to the
June 15, 2020
30. How Do Agencies Continue to Find Prospects When Traditional Methods Won’t Work?
Beverage – Mike’s Harder Green Apple Part 1: What are some new ways producers can build relationships with clients and prospects? Part 2: What should
June 8, 2020
29. What To Do When Processes and Personalities Don’t Mix
Beverage: Tom Collins Part 1: What should agencies do to overcome clogs in the data gathering and submission process? Part 2: How can employees move
June 1, 2020
28. Do Professional Designations Really Matter?
Beverage: Whiskey Sour Part 1: What should agencies consider when determining goals for the organization? Part 2: What is most valuable when it comes to
May 25, 2020
27. What Should Agencies Do When a System Conversion Does Not Go as Planned?
Beverage: Haley’s Sangria Part 1: How can agencies adjust their approach when struggling to make the transition to a new Agency Management System? Part 2
May 18, 2020