The Insurance Agency Trendsetters Podcast

Episode 037

Jes Lipson: The Lost Art of Keeping in Touch

Apr 5, 2022

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.
#037 — 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.

Just some of what we cover in our discussion:

  • The problem with most email services today
  • How you can stay top of mind with your prospects and customers
  • The difference between networking and building relationships
  • A surprise use for Levitate — what he calls “black belt mode”
  • What’s coming next for Levitate users

We also talk about the key advantage small agencies have over larger agencies that few leverage to win more accounts.

Links:

Find out more about Levitate: Levitate.ai

Connect with Jes Lipson: jes@levitateapp.com

Hosts & Guests

Charlotte Hicks

George Robertson

Jes Lipson

Related Episodes

Diane Wagner: Designing the Path from Exclusive Agent to Independent Agent — Episode 36

Diane Wagner and the First Choice Agents Alliance had a huge task: Help Nationwide agents negotiate the transition from Exclusive Agent to Independent Agent.

Hear how the transition has gone, how FCAA is helping agencies thrive, and how they are partnering with IIANC to tackle the biggest challenge in the industry today — attracting new talent.

0 Comments

Submit a Comment

Your email address will not be published.