Welcome to the Insurance Agency Trendsetters Podcast
Get a preview of what’s to come on the podcast and meet your hosts Charlotte Hicks and George Robertson
#001 – Join Charlotte Hicks and George Robertson as they discuss trends in marketing and technology to help insurance agents be more profitable and efficient and deliver a customer experience that attracts and retains their ideal clients.
In this podcast you’ll discover how to get more from your agency technology and marketing activities, how to transform your agency into a smoothly running machine, and how to create stronger relationships with your customers so they become promoters of your agency.
#038 — Ron Berg, retiring director of the Agents Council for Technology (ACT) joins us to discuss how technology impacts customer satisfaction, the critical role of cyber security in agencies, and how insurtechs are helping agents serve their customers better.
Jes Lipson, CEO of Levitate joins us to talk about the lost art of keeping in touch and how doing it the right way can spur higher sales and higher agency value.