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.
George and Charlotte look back at highlights from the last year and give their predictions for the industry in 2022
What you don’t know about your customers can hurt you — and them. In this episode, we talk with Ron Shroyer of Aureus Analytics about how Donna for Agents is helping agents improve their customer experience, increase retention, and grow their agencies.