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you and your insurance agency

What Should Agencies Do When a System Conversion Does Not Go as Planned?

Agency Staff Articles, Helpful Tips: For Employees

In this episode Justin & Jordan discuss the steps agencies can take when working through obstacles encountered during an agency management system conversion. They also share thoughts on how a new employee can create the resources they need that will set them up for success in their role. Beverage: Haley’s Sangria Part 1: How can […]

A Producer Tries to Find the Balance Between New Business Activity and Quote to Bind Ratio

Agency Staff Articles, Helpful Tips: For Employees

The Independent Agent podcast gets romantic! Learn about office romances and how to manage pressure from management as a producer in an insurance agency from your favorite brothers. Part 1: An office romance at off-site team building activity Intermission: Justin tries Veuve Clicquot Champagne Part 2: A producer is getting pressure from the agency owner […]

How Do Agencies Continue to Find Prospects When Traditional Methods Won’t Work?

Agency Staff Articles, Helpful Tips: For Employees

In this episode, Justin and Jordan give advice on new ways producers can reach their ideal candidate when the conventional ways of meeting them are no longer an option. They also share some thoughts on how agencies can regain control of problematic agency bill balances. Beverage – Mike’s Harder Green Apple Part 1: What are […]

How Do I Convince my Agency to Provide Me with a Larger Marketing Budget?

Agency Staff Articles, Helpful Tips: For Employees

Justin and Jordan Goodman discuss producer marketing budgets and other insurance agency topics in this episode of The Independent Agent podcast. Part 1: A producer receives higher than normal commission splits, but not enough marketing resources Intermission: Justin tries a Guinness Part 2: What is the appropriate dress code for agency employees?

Racial Challenges for Producers in the 21st Century… It’s Still an Issue

Agency Staff Articles, Helpful Tips: For Employees

In this episode of the Independent Agent, Justin and Jordan Goodman sample a hard Kombucha and hit some hard topics on diversity and ethical producer practices. Part 1: A producer tells an account manager they are switching agencies and taking their book. What is the account manager’s ethical obligation to tell management? Intermission: Justin tries […]

How Do I Maximize My First 12 Months in the Insurance Industry?

Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Onboarding

Whether you are entering the insurance industry for the first or second time, Justin and Jordan Goodman have some tidbits of wisdom to share with you in this episode of the Independent Agent. Cocktails: Justin tries a Paloma Part 1: An employee received an opportunity outside of the industry, but wants to know how easy […]

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 […]

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: […]

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: […]

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.  The long-term impact is yet to be determined as we continue to adapt and learn from an unprecedented situation.  The insurance industry has already had to make some uncomfortable shifts. Businesses have downsized […]