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.
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.
Kat Ternes of Agency Zoom: The Key Component to Hitting Your Goals – Episode 023
In today’s episode, George and Charlotte talk with Kat Ternes, VP of Revenue at Agency Zoom, about the one step in goal setting most people forget about and how it can make all the difference in the success of your agency.
Get to Know Your Host: George Robertson – Episode 005
#005 – In this episode, we get to know George Robertson. Find out how George became an expert in insurance agency technology and how he’s helping agencies integrate technology so the business runs smoothly and efficiently.
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