Beverage – French 75
Part 1: How do you make a judgement call on whether a lead is good or bad?
Part 2: What should agency leaders consider when splitting up a book of business?
In this episode, Justin and Jordan debate what makes an account a less than desirable risk for the agency and what role data plays when determining if incoming leads require more effort than they are worth. They also discuss what factors matter most when an agency needs to transition accounts from a producer who is nearing retirement.
Season 1 Finale
Can You Teach an Old Agency New Tricks?
Which Niche is Which?
What Options Are There for An Employee Who Regrets Taking a Promotion?
How Do I Transition Accounts Out of My Book That I No Longer Have Time to Work With?
How Do Agencies Build Valuable Experience for Interns?
What Are The Potential Consequences of Consolidating Locations?
Is A Client Sign Off Truly Necessary?
What Should Agencies Do When a VIP Employee Retires and Client Relationships Are at Risk?
How Should Internal Employee Moves be Managed?
How Do Managers Reenergize a Team That Has Started to Check Out?
How Can An Agency Identify Ineffective Parts of the Sales Process?
What Should An Agency Do When They Have More Carriers Than They Know What To Do With?
How Do You Break Up With A Client?
Should Growth Opportunities in the Insurance Industry be Contingent on a College Degree?
The Pros & Cons of Using a CRM
How do I Prepare for Opening My Own Agency?
What Do You Do When a Producer Goes M.I.A.?
The Struggle is Real When Attempting to Understand Reports From the AMS
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