Jes Lipson: The Lost Art of Keeping in Touch — Episode 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.
A Look Back at 2021 and a Look Ahead to 2022 — Episode 035
George and Charlotte look back at highlights from the last year and give their predictions for the industry in 2022
Ron Shroyer: Leveraging Data to Add Value to Your Customers and Your Agency — Episode 34
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.
Aubie Knight: Helping Agencies Thrive in the Insurtech World — Episode 032
Aubie Knight of IIANC see a “great day of reckoning” coming for insurance agents. Find out how IIANC is helping their agents prepare and succeed as the insurance landscape changes.
Chris Lane of Tarmika: Building the Path of Least Resistance – Episode 25
In today’s episode, George and Charlotte talk with Chris Lane of Tarmika about streamlining the commercial lines quoting process so agents can focus their time on the customer, not carrier applications.
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