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

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 agencies adjust their approach when struggling to make the transition to a new Agency Management System?

Part 2 : What should a new employee do when the agency doesn’t provide the right resources?

About the Author

Justin Goodman has spent the past 20 years in insurance. He is the co-founder and CEO of Total CSR and co-founder and Managing Director of Project 55. By the age of 29, he was recognized as one of the top five construction insurance experts nationwide by Risk and Insurance Magazine. He also was named to Insurance Business Magazine’s Hot 100 and most recently the 2024 Insurance Journal Agent of the Year. Justin has trained over 50,000 CSR’s, account managers and producers through his work at Total CSR. He has a passion for developing the next generation of insurance professionals. When not with his family, he devotes his free time to speaking engagements and advising agency owners across the country.