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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 […]
What Should Agencies Do When a VIP Employee Retires and Client Relationships Are at Risk?
Agency Owner Articles, Helpful Tips: For Leadership
In this episode, Justin and Jordan dive into the subject of revenue per employee and the numerous other factors that need to be taken into account when making staffing decisions. They also share insight on the necessary steps to ensure a smooth transition of a client relationship from one employee to another. Beverage – Gin […]
Should My Son Work Elsewhere Before Coming into Our Family Agency?
Agency Owner Articles, Helpful Tips: For Leadership
Insurance is oftentimes a family business, but how do you manage transitioning an agency from one generation to the next? Jordan and Justin Goodman discuss their point of view and answer your questions on family agencies from their own personal experience in this episode of the Independent Agent. Cocktails: Justin tries a Negroni Part 1: […]