6.6K
Downloads
50
Episodes
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 06, 2020
Monday Jul 06, 2020
Beverage – Gin Fizz
Part 1: What should agencies look for in a CRM system?
Part 2: What options does an employee have when their workload suddenly doubles?
In this episode, Justin and Jordan share their thoughts and experience on the challenges, features, and options available when using CRM system. They also provide a few ideas on how an employee can address concerns when they are unexpectedly given additional responsibilities.
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.