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Total CSR Case Study – From Food Service to Insurance in Less Than 30 Days!
Agency Owner Articles, Helpful Tips: For Hiring, Helpful Tips: For Training
Total CSR followed Lei, a new account manager at Goodman Insurance, as she went through licensing, training, and assessments with Total CSR. Watch how going through our training enabled Lei to outperform industry pros with years of experience!
How Can My Small Agency Attract Talent Without The Budget of Larger Firms?
Agency Owner Articles, Helpful Tips: For Hiring, Helpful Tips: For Leadership
Hiring is hard! Learn helpful tips from real agency owners, Justin and Jordan Goodman, on how to hire top talent without a huge budget in this episode of the Independent Agent. Part 1: The account manager does the work and the producer gets paid for it Intermission: Justin tries Green Flash – West Coast IPA […]
My New Hire Won’t Stop Talking About His Old Agency, And It’s Killing Morale
Agency Owner Articles, Helpful Tips: For Leadership, Helpful Tips: For Onboarding
Justin and Jordan offer helpful tips to insurance agency owners on managing relationships and agency culture in this episode of the Independent Agent. Check out the details below! Part 1: A new hire wants to keep talking about the ways they did things at their old agency. Intermission: Justin tries a Grapefruit Goodman Part 2: […]
What Should Agencies Do When a System Conversion Does Not Go as Planned?
Agency Staff Articles, Helpful Tips: For Employees
In this episode Justin & Jordan discuss the steps agencies can take when working through obstacles encountered during an agency management system conversion. They also share thoughts on how a new employee can create the resources they need that will set them up for success in their role. Beverage: Haley’s Sangria Part 1: How can […]
A Producer Tries to Find the Balance Between New Business Activity and Quote to Bind Ratio
Agency Staff Articles, Helpful Tips: For Employees
The Independent Agent podcast gets romantic! Learn about office romances and how to manage pressure from management as a producer in an insurance agency from your favorite brothers. Part 1: An office romance at off-site team building activity Intermission: Justin tries Veuve Clicquot Champagne Part 2: A producer is getting pressure from the agency owner […]
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 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 […]
What Was the Biggest Mistake You Made in Your Career?
Agency Staff Articles, Helpful Tips: For Employees
This episode of the Independent Agent Podcast, Justin and Jordan Goodman discuss how to handle rumors in the workplace and their own biggest career mistakes. Cocktails: Justin tries a Snakebite Part 1: A employee wants to know how to combat rumors and gossip that have turned the office into one giant game of survivor. Part […]