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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: […]
How Much Financial Transparency Should There Be Between Agency Principals and Employees?
Agency Owner Articles, Helpful Tips: For Leadership
Finances, transparency, management. If you ever had a question about these topics regarding your insurance agency, this podcast probably covers it. Check out the video below and watch Justin and Jordan Goodman discuss the ins and outs of financial transparency and management. Cocktails: Justin tries a Manhattan Part 1: An employee is upset that the […]
How Do You Address Issues Around Sexism and Gender Discrimination in Your Organization?
Agency Owner Articles, Helpful Tips: For Hiring, Helpful Tips: For Leadership
Sexism and gender discrimination are hot button topics both in and out of the insurance industry. Justin and Jordan will discuss how to handle discrimination from a management perspective in this episode of the Independent Agent Podcast. Cocktails: Justin tries a White Russian Part 1: An HR Manager inquires about addressing an unprofessional comment from […]
Industry Consolidation – What Are Best Practices for Team Building During M&A
Agency Owner Articles, Helpful Tips: For Leadership
It’s always difficult to transition during an acquisition. Learn how to handle this and other stressful scenarios in this episode of the Independent Agent Podcast with brothers Justin and Jordan Goodman. Cocktails: Justin tries a Bootleg Part 1: How do you keep things friendly when tensions run high during an acquisition Part 2: What do […]
Slow to Hire, Fast to Fire
Agency Owner Articles, Helpful Tips: For Leadership
In this episode, Justin & Jordan chat about creating employee accountability when it comes to declining performance while providing numerous suggestions on giving new life to a tired office space. Beverage of Choice: Bulleit on the Rocks Part 1: Strong leadership is required when it comes to challenging conversations with employees. Part 2: What options […]
Valuable Lessons Learned So Far During COVID-19
Agency Owner Articles, Helpful Tips: For Leadership
In this episode, Justin and Jordan discuss the challenges insurance agencies, as well as other businesses, are facing as they weather the financial complications caused by Coronavirus. The guys also make predictions about the effect Coronavirus will have on the insurance industry. Beverage: Tequila Esperanto Seleccion Añejo Part 1: How can agency employees find job […]
How Should Internal Employee Moves be Managed?
Agency Owner Articles, Helpful Tips: For Hiring, Helpful Tips: For Leadership
Tune in for the latest episode of The Independent Agent! Episode 40 Learn about internal shifts in employment and how to provide opportunities for your agents. It’s time for another round of The Independent Agent with your hosts, Jordan and Justin! This week, things get interesting as they tackle two thought-provoking topics: But that’s not […]
The Impact of the Pandemic on the Insurance Industry
Agency Owner Articles, Agency Staff Articles, Helpful Tips: For Leadership
We have certainly seen a fair amount of changes in our world due to the pandemic, but there is more to come. As we continue to adapt and learn from this unprecedented situation, we have yet to determine the long-term impact. The insurance industry has already had to make some uncomfortable shifts. Businesses have downsized […]