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.
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.