The Insurance Agency Trendsetters Podcast

Episode 023

Kat Ternes of Agency Zoom: The Key Component to Hitting Your Goals

Mar 9, 2021

George and Charlotte talk with Kat Ternes, VP of Revenue at Agency Zoom, about the one step in goal setting most people forget about and how it can make all the difference in the success of your agency.

#023 – In today’s episode, George and Charlotte talk with Kat Ternes, VP of Revenue at Agency Zoom, about the one step in goal setting most people forget about and how it can make all the difference in the success of your agency.

Just some of what’s covered in today’s discussion:

Most agency owners are great at two of the three key steps in goal setting. It’s the critical third step that can make the difference between achieving a goal and missing it.

Agency zoom is helping agency owners see if their goals are being met and what’s working the best.

Are you optimizing your business?  You may already have enough leads. But do you know which leads are producing the most clients or the best clients?

Do you know when you need humanize the buyer’s experience and how?

When you do, you’ll have more flexibility with prospects, and you’ll be able to diversify off of the lead source, lead type, and buying stage they are in.

What’s worse than a bad review? No reviews! Kat discusses how critical Google reviews are for a business and ways to use them you may not have thought about. Plus, she gives some tips on when and how to get those valuable reviews.

You get referrals… but are you connecting the referring customer to their referral and their ultimate satisfaction with your agency?

Kat explains the difference between data and meaningful data and why you shouldn’t focus on just getting data for data’s sake.

She reminds us that independent agents must stay irreplaceable and how we can overcome the challenges we face and thrive as agency owners.

Circling back to goals, Kat has a winning idea on how to make sure your agency is nailing all three steps in goal setting. Good news – you don’t have to do it all yourself! 

Links:

Find out more about Agency Zoom

Hosts & Guests

Charlotte Hicks

George Robertson

 Kat Ternes

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