Beverage: Cherry Blossom
Part 1: How do you know when enough is enough with a difficult client?
Part 2: What is the best way to introduce outsourcing to agency employees?
In this episode, Justin and Jordan share thoughts on criteria to evaluate when deciding if it’s time to end a client relationship. They also discuss the different talking points to use with agency staff when bringing outsourcing into the operations.
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?
Is There a Fair Way to Distribute the Accounts of a Retiring Producer?
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?
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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