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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 […]
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 […]
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 […]
Death By Meetings
Agency Staff Articles, Helpful Tips: For Employees
In this episode, Justin and Jordan Goodman of Total CSR discuss how to hold effective meetings, and how to handle unethical behavior by your insurance agency coworkers. Cocktails: Justin tries a Skinny Jalapeno Margarita Part 1: An employee wants to know what to do when a co-worker confides in them about unethical behavior Part 2: […]
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 […]
How Does an Agency Shift for Success During a Pandemic?
Agency Owner Articles
In this episode, Justin and Jordan talk about best practices when managing a remote workforce and how agents can continue successfully prospecting by providing valuable information to potential customers. Beverage of Choice: Old Fashioned with a Twist Part 1: How do you know what employees are up to in a remote work environment? Part 2: […]
What Strategies Should Agencies and Producers Use to Overcome Challenges Presented by the Pandemic?
Agency Staff Articles, Helpful Tips: For Employees
In this episode, Justin and Jordan debate whether focusing on a specific niche can be a winning strategy for producers as more and more businesses shut down as a result of the pandemic. They also share how lessons learned in 2008 have helped them prepare for another recession. Beverage: Tequila Esperanto Seleccion Añejo Part 1: […]