George Robertson: Tips for Working Remotely
Get a preview of what’s to come on the podcast and meet your hosts Charlotte Hicks and George Robertson
#011 – Although insurance agencies have been designated as “essential businesses,” most agencies have had to shift to working remotely in order to comply with state stay-at-home orders.
In this podcast, George shares:
- How his agency operations changed with remote work
- His top technology tools that have made the shift to remote work go more smoothly
- Cyber-liability impacts to agents and your clients
Top tech tools include:
- Ring doorbell
George stresses the importance of having high-speed internet at every employee’s home as well as implementing extra security measure to ensure customer data is always secure.
Many of your clients have shifted to online selling and have cyber liability exposures now. Be sure to check in with them so they aren’t caught in an uninsured loss.
#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.