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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 May 18, 2020
Monday May 18, 2020
Beverage: Haley’s Sangria
Part 1: How can agencies adjust their approach when struggling to make the transition to a new Agency Management System?
Part 2 : What should a new employee do when the agency doesn’t provide the right resources?
In this episode Justin & Jordan discuss the steps agencies can take when working through obstacles encountered during an agency management system conversion. They also share thoughts on how a new employee can create the resources they need that will set them up for success in their role.
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