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What To Do When Processes and Personalities Don’t Mix
Agency Owner Articles, Helpful Tips: For Leadership
In this episode, Justin and Jordan provide insight on steps agencies can take to simplify the quoting process in a way that will ultimately use everyone’s time more efficiently and drive more consistent results. They also share their thoughts on importance of navigating personality differences and focusing on appreciating skills that colleagues bring to the […]
The Struggle is Real When Attempting to Understand Reports From the AMS
Agency Owner Articles, Helpful Tips: For Leadership
In this episode, Justin and Jordan discuss the challenges agency leaders face when trying to decipher confusing reports from the agency management system. They also share their thoughts around flexible scheduling and creating a consistent standard throughout the company. Beverage – BuzzBallz Horchata Part 1: How do agency leaders translate report data into effective action? […]
How Do Agencies Continue to Find Prospects When Traditional Methods Won’t Work?
Agency Staff Articles, Helpful Tips: For Employees
In this episode, Justin and Jordan give advice on new ways producers can reach their ideal candidate when the conventional ways of meeting them are no longer an option. They also share some thoughts on how agencies can regain control of problematic agency bill balances. Beverage – Mike’s Harder Green Apple Part 1: What are […]
How Do I Prepare for Opening My Own Agency?
Agency Owner Articles, Helpful Tips: For Leadership
In this episode, Justin and Jordan share their recommendations on the tools and resources to utilize when starting a new agency. They also discuss the legitimacy of unlimited benefits being a make or break to potential new hires. Beverage – New York Sour Part 1: What advice would you give for making the leap from […]
How Do I Tell an Employee of the Opposite Sex That They Need to Wear Deodorant?
Agency Owner Articles, Helpful Tips: For Leadership
Learn how to navigate challenging and delicate situations in an insurance agency, such as hygiene and family relationships, in this episode of the Independent Agent podcast with Justin and Jordan Goodman. Part 1: The agency owner brought his son in as a new producer, and I wanted the job. Intermission: Justin tries a Ketel Soda […]
How Do I Convince my Agency to Provide Me with a Larger Marketing Budget?
Agency Staff Articles, Helpful Tips: For Employees
Justin and Jordan Goodman discuss producer marketing budgets and other insurance agency topics in this episode of The Independent Agent podcast. Part 1: A producer receives higher than normal commission splits, but not enough marketing resources Intermission: Justin tries a Guinness Part 2: What is the appropriate dress code for agency employees?
Racial Challenges for Producers in the 21st Century… It’s Still an Issue
Agency Staff Articles, Helpful Tips: For Employees
In this episode of the Independent Agent, Justin and Jordan Goodman sample a hard Kombucha and hit some hard topics on diversity and ethical producer practices. Part 1: A producer tells an account manager they are switching agencies and taking their book. What is the account manager’s ethical obligation to tell management? Intermission: Justin tries […]
How Do I Maximize My First 12 Months in the Insurance Industry?
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Onboarding
Whether you are entering the insurance industry for the first or second time, Justin and Jordan Goodman have some tidbits of wisdom to share with you in this episode of the Independent Agent. Cocktails: Justin tries a Paloma Part 1: An employee received an opportunity outside of the industry, but wants to know how easy […]
How Do Managers Reenergize a Team That Has Started to Check Out?
Agency Owner Articles, Helpful Tips: For Leadership
In this episode, Justin and Jordan discuss options agencies can use to overcome the challenges of an extended remote work situation. They also dig into producer compensation and share thoughts on the different factors that impact compensation structure. Beverage – The Expat Part 1: What can managers do when the excitement of working from home […]
How Can An Agency Identify Ineffective Parts of The Sales Process?
Agency Owner Articles, Helpful Tips: For Leadership
In this episode, Justin and Jordan talk about critical parts of the sales process and the information needed to pinpoint where adjustments are needed. They also discuss what works and what doesn’t work when it comes to leads lists. Beverage – Deep Cleanse Part 1: How do you help a struggling producer get on the […]