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.
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.
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.
Jason Liu of Zywave: Building a Full Stack Insurance Agency Platform — Episode 024
In today’s episode, George and Charlotte talk with Jason Liu of Zywave about how the tech needs of today’s agencies drove their acquisitions and platform build-out.
Recent Happenings in the Insurance Industry (Part 1) – Episode 020
In today’s episode, George and Charlotte discuss some of the acquisitions that have happened in the last few weeks and what that means for independent insurance agents.
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