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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 Jul 20, 2020
Monday Jul 20, 2020
Beverage: Cherry Blossom
Part 1: How do you know when enough is enough with a difficult client?
Part 2: What is the best way to introduce outsourcing to agency employees?
In this episode, Justin and Jordan share thoughts on criteria to evaluate when deciding if it’s time to end a client relationship. They also discuss the different talking points to use with agency staff when bringing outsourcing into the operations.
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