What To Do When Processes and Personalities Don’t Mix

When agency processes clash with individual personalities, it's essential to streamline workflows and appreciate diverse strengths. Implementing structured procedures and fostering mutual respect can enhance team cohesion and efficiency.

Trenton BerryApril 19, 2021Updated August 14, 20251 min read

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 agency.

Beverage: Tom Collins

Part 1: What should agencies do to overcome clogs in the data gathering and submission process?

Part 2: How can employees move beyond interpersonal conflict?

Justin Goodman

With two decades of experience in the insurance industry, Justin is the co-founder and CEO of Total CSR and the co-founder and Managing Director of Project 55. By the age of 29, Risk and Insurance Magazine recognized him as one of the nation’s top five construction insurance experts. He has also been named to Insurance Business Magazine’s Hot 100 and was most recently honored as the 2024 Insurance Journal Agent of the Year.

Through his leadership at Total CSR, Justin has trained more than 100,000 CSRs, account managers, and producers, driven by his passion for developing the next generation of insurance professionals. When not spending time with his family, he dedicates his free time to speaking at industry events and advising agency owners across the country.

Keep reading

How Can Small Agencies Attract Talent on a Smaller Budget?

How to Prevent Top Producers from Causing Agency Turnover

New Hire's Talks About Old Agency Impacting Morale