Outlook: Challenges and Opportunities Facing The Insurance Industry— Episode 39
George Robertson and Charlotte Hicks look at some of the main challenges facing agents this year and three ways to be successful in 2023.
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.
Wunderite: How Making Customers Your Focus Benefits Everyone — Episode 33
#033 – One form. 550 fields. Agents hate it. Customers hate it. But now there’s another way. Discover how Wunderite has transformed the information-gathering process so it’s simple, effective, and customer-friendly.
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.
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