The Way Forward – Financial and Marketing Tips for Agents
As the economy restarts, there are critical steps every agency owner must take now to ensure the health and success of their agency. Discover what you must do in order to protect your business now and in the future.
#012 – As we emerge from stay-at-home orders with a greatly weakened economy, here’s what agents need to do now to ensure the health of their agencies.
We discuss the three most important financial actions to take, three areas of clarity every business must have today, and the three keys to successful customer acquisition.
Charlotte goes into more detail in the new special report, The Way Forward — A Crisis Recovery Roadmap. You can download your free copy here:
#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.