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We're 3rd generation insurance agency owners, and also brothers. In 2018, we launched our 2nd company, Total CSR, with the aim of reducing new-to-industry onboarding time frames from 2 years, to 2 months. Since then, we’ve traveled the country speaking to thousands of agencies owners and their teams. The Independent Agent Podcast is our attempt to provide helpful answers to your most difficult questions - anonymously of course.
Episodes
Monday Sep 21, 2020
Monday Sep 21, 2020
Beverage – A Brandy Daisy
Part 1: When does it make sense for a producer to remove accounts from their book of business?
Part 2: How do I build rapport with an underwriter who doesn’t trust the agency?
In this episode, Justin and Jordan discuss what agency owners and producers should evaluate to determine when and how ongoing involvement and service needs will be handled for small accounts. They also provide insight into how a producer can work through resentment issues between an underwriter and the agency and build a better working relationship going forward.
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