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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 […]

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 […]