George Robertson and Charlotte Hicks look at some of the main challenges facing agents this year and three ways to be successful in 2023.
#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.
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.
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.