The importance of flow.
Suzilla: Family Business Podcast

The importance of flow.

2024-10-03

There are people that treat insurance and other services as a transactional model. Pull a lever and coverage comes out. Suzie and I have always treated it as a wild river process. Where clients move from pool to pool, lingering where they need more and moving quickly to the next process when needed. Today, we are looking at flow and how quickly things can jam up if we were just focused on a single transaction.

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