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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 Oct 26, 2020
Monday Oct 26, 2020
Beverage – Whiskey Smash
Part 1: What do you do when you suspect a client is being dishonest?
Part 2: How can an agency find stability with a carrier despite frequent underwriter turnover?
In this episode, Justin and Jordan discuss the importance of not jumping to conclusions but rather being an advisor to clients if you suspect they are towing a line that may jeopardize their coverage. They also share insight on how to manage the relationship with a key carrier that is constantly assigning new underwriters to the agency.
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