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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 Jan 20, 2020
Racial Challenges for Producers in the 21st Century... It's Still an Issue
Monday Jan 20, 2020
Monday Jan 20, 2020
Part 1: A producer tells an account manager they are switching agencies and taking their book. What is the account managers ethical obligation to tell management?
Intermission: Justin tries a Kombrewcha (Hard Kombucha)
Part 2: An agency owner wants to be honest about the challenges an African American producer at his agency may face with clients

Sunday Jan 12, 2020
How Do I Convince my Agency to Provide Me with a Larger Marketing Budget?
Sunday Jan 12, 2020
Sunday Jan 12, 2020
Part 1: A producer receives higher than normal commission splits, but not enough marketing resources
Intermission: Justin tries a Guinness
Part 2: What is the appropriate dress code for agency employees?

Monday Jan 06, 2020
Monday Jan 06, 2020
Part 1: The agency owner brought his son in as a new producer, and I wanted the job
Intermission: Justin tries a Ketel Soda Lime (extra lime!)
Part 2: A male agency owner needs to talk hygiene with a female employee

Monday Dec 30, 2019
Monday Dec 30, 2019
Part 1: An office romance at off-site team building activity
Intermission: Justin tries Veuve Clicquot Champagne
Part 2: A producer is getting pressure from the agency owner on his quote-to-bind ratio because the carriers are putting pressure on the agency

Monday Dec 23, 2019
Monday Dec 23, 2019
Justin and Jordan discuss the challenges they faced as brothers who are business partners. What they learned about themselves, each other, and how they overcame the obstacles that almost caused the relationship to dissolve.
Drink of Choice: Joseph Phelps 2016 Cabernet Sauvignon

Monday Dec 16, 2019
Monday Dec 16, 2019
Part 1: We started utilizing an outsourcing company, but my account managers say they are busier than ever
Intermission: Justin tries a Dirty Martini
Part 2: A producer is required to pay the $10,000 SIR on an E&O claim caused by the account manager

Monday Dec 09, 2019
Are Account Managers Second Class Citizens?
Monday Dec 09, 2019
Monday Dec 09, 2019
Part 1: An Account Manager is frustrated because she can't leave work to see her kids play sports, but the producer is allowed to
Intermission: Justin tries a Moscow Mule
Part 2: My staff doesn't want to train the new hires

Monday Dec 02, 2019
My New Hire Won't Stop Talking About His Old Agency, And It's Killing Morale
Monday Dec 02, 2019
Monday Dec 02, 2019
Part 1: A new hire wants to keep talking about the ways they did things at their old agency
Intermission: Justin tries a Grapefruit Goodman
Part 2: An account manager wants to stop getting bulldozed by the client

Monday Nov 25, 2019
How Can My Small Agency Attract Talent Without The Budget of Larger Firms?
Monday Nov 25, 2019
Monday Nov 25, 2019
Part 1: The account manager does the work and the producer gets paid for it
Intermission: Justin tries Green Flash - West Coast IPA
Part 2: An agency owner wants to hire and retain strong talent without the budget of larger agencies

Wednesday Nov 13, 2019
My Top Producer is the Main Cause of Staff Turnover
Wednesday Nov 13, 2019
Wednesday Nov 13, 2019
Part 1: The top producer is causing major staff turnover issues
Intermission: Justin tries Lagavulin 16
Part 2: An account manager has to hand bad news to the insured, and it was the agency's fault