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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: […]
Do Professional Designations Really Matter?
Agency Owner Articles, Helpful Tips: For Leadership, Helpful Tips: For Training
In this episode, Justin and Jordan discuss the various factors agency leaders should consider when developing organization wide goals. They also weigh the pros and cons of the different options available for insurance education and debate the value of professional designations. Beverage: Whiskey Sour Part 1: What should agencies consider when determining goals for the […]
My Agency is Requiring Me to Pay the SIR on an E&O Claim Caused by My Account Manager
Agency Owner Articles, Helpful Tips: For Leadership
Is this fair?? Justin and Jordan discuss the who needs to pay the SIR on an E&O claim in this scenario. Also, do outsourcing companies work? Find out in this episode of the Independent Agent. Part 1: We started utilizing an outsourcing company, but my account managers say they are busier than ever Intermission: Justin […]
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 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 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 […]