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The Independent Agent
33 minutes | 6 months ago
Season 1 Finale
Beverage – Whiskey SmashPart 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.
20 minutes | 7 months ago
Can You Teach an Old Agency New Tricks?
Beverage – Gin & TonicPart 1: How do you bring an agency into 2020?Part 2: What do employees need to develop leadership skills?In this episode, Justin and Jordan share steps needed for an agency to consistently modernize operations and avoid backsliding back into their comfort zone. They also discuss the tools and trainings agencies need to provide to develop the next generation of leaders in the organization.
18 minutes | 7 months ago
Which Niche is Which?
Beverage – The GimletPart 1: What does an agent need to know when choosing a niche?Part 2: What qualities are most important in leader?In this episode, Justin and Jordan share their thoughts on the most important factors to developing a niche focus. They also provide insight on the characteristics an owner should look for when the need arises to bring another person in to help with management responsibilities in the agency.
18 minutes | 7 months ago
What Options Are There for An Employee Who Regrets Taking a Promotion?
Beverage – The Aperol SpritzPart 1: How does a new employee make the most of an abundance of downtime?Part 2: What should a new manager do when they find themselves struggling with new responsibilities?In this episode, Justin and Jordan give some helpful advice to a new-to-the-industry on making the best use of idle time. They also provide thoughts on steps a new manager can take to overcome hurdles they are experiencing in their new role.
13 minutes | 7 months ago
Is There a Fair Way to Distribute the Accounts of a Retiring Producer?
Beverage – French 75Part 1: How do you make a judgement call on whether a lead is good or bad?Part 2: What should agency leaders consider when splitting up a book of business?In this episode, Justin and Jordan debate what makes an account a less than desirable risk for the agency and what role data plays when determining if incoming leads require more effort than they are worth. They also discuss what factors matter most when an agency needs to transition accounts from a producer who is nearing retirement.
17 minutes | 8 months ago
How Do I Transition Accounts Out of My Book That I No Longer Have Time to Work With?
Beverage – A Brandy DaisyPart 1: When does it make sense for a producer to remove accounts from their book of business?Part 2: How do I build rapport with an underwriter who doesn’t trust the agency?In this episode, Justin and Jordan discuss what agency owners and producers should evaluate to determine when and how ongoing involvement and service needs will be handled for small accounts. They also provide insight into how a producer can work through resentment issues between an underwriter and the agency and build a better working relationship going forward.
17 minutes | 8 months ago
How Do Agencies Build Valuable Experience for Interns?
Beverage – The MartinezPart 1: Should an agency eliminate perks that no longer serve their intended purpose?Part 2: What should agencies include when creating an internship program?In this episode, Justin and Jordan discuss the factors agency leaders should review when considering whether or not to maintain certain perks for producers that no longer appear to generate revenue. They also give helpful advice to an agency struggling with what to do when interns arrive at the office each year.
15 minutes | 8 months ago
What Are The Potential Consequences of Consolidating Locations?
Beverage – Vodka QuarantinePart 1: Will closing a location cost an agency business?Part 2: What options do employees have when required to handle extra duties around the office?In this episode, Justin and Jordan debate the importance of having a local presence and the impact it can have on revenue. They also discuss the struggle agency staff face when they assume the responsibilities of a former employee.
16 minutes | 8 months ago
Is A Client Sign Off Truly Necessary?
Beverage – An Island PartyPart 1: Do agencies need to collect a signature when a client declines coverage?Part 2: Do agencies need to offer extended office hours?In this episode, Justin and Jordan discuss how agencies should handle documentation when a client declines proposed coverage. They also share their thoughts on offering extended hours for client service.
16 minutes | 9 months ago
What Should Agencies Do When a VIP Employee Retires and Client Relationships Are at Risk?
Beverage - Gin & JuicePart 1: How do you know when it’s time to hire?Part 2: How should an agency prepare for retirement of a key employee?In this episode, Justin and Jordan dive into the subject of revenue per employee and the numerous other factors that need to be taken into account when making staffing decisions. They also share insight on the necessary steps to ensure a smooth transition of a client relationship from one employee to another.
16 minutes | 9 months ago
How Should Internal Employee Moves be Managed?
Beverage - The Schmitts!Part 1: Is there proper protocol when employees want to move within the agency?Part 2: Does an agency benefit from participating in carrier advisory boards?In this episode, Justin and Jordan discuss the pros and cons of employees changing positions within an agency. They also share some tips on how to add value to agency-carrier advisory boards.
17 minutes | 9 months ago
How Do Managers Reenergize a Team That Has Started to Check Out?
Beverage – The ExpatPart 1: What can managers do when the excitement of working from home wears off?Part 2: How should agencies manage producer comp plans?In this episode, Justin and Jordan discuss options agencies can use to overcome the challenges of an extended remote work situation. They also dig into producer compensation and share thoughts on the different factors that impact compensation structure.
19 minutes | 9 months ago
How Can An Agency Identify Ineffective Parts of the Sales Process?
Beverage – Deep CleansePart 1: How do you help a struggling producer get on the right track?Part 2: Do leads lists work?In this episode, Justin and Jordan talk about critical parts of the sales process and the information needed to pinpoint where adjustments are needed. They also discuss what works and what doesn’t work when it comes to leads lists.
20 minutes | 9 months ago
What Should An Agency Do When They Have More Carriers Than They Know What To Do With?
Beverage – Mint JulepPart 1: How do we create a more productive employee review process?Part 2: How does an agency decide who makes the cut when they are overwhelmed by too many carrier?In this episode, Justin and Jordan discuss the importance of regular employee performance conversations. They also dig into the various factors that should be considered and steps to take when creating a carrier consolidation plan.
18 minutes | 10 months ago
How Do You Break Up With A Client?
Beverage: Cherry BlossomPart 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.
18 minutes | 10 months ago
Should Growth Opportunities in the Insurance Industry be Contingent on a College Degree?
Beverage – SidecarPart 1: Can I have a successful career in insurance without a college degree?Part 2: How should agencies approach the policy review process?In this episode, Justin and Jordan share their thoughts on what value a college degree has when building a career in the insurance industry. They also discuss the importance of combining proactive conversations with a formalized annual review process.
17 minutes | 10 months ago
The Pros & Cons of Using a CRM
Beverage – Gin FizzPart 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.
23 minutes | 10 months ago
How do I Prepare for Opening My Own Agency?
Beverage – New York SourPart 1: What advice would you give for making the leap from agency employee to agency owner?Part 2: What benefits do agencies need to offer to attract new talent?In this episode, Justin and Jordan share their recommendations on the tools and resources to utilize when starting a new agency. They also discuss the legitimacy of unlimited benefits being a make or break to potential new hires.
18 minutes | a year ago
What Do You Do When a Producer Goes M.I.A.?
Beverage – High Noon Grapefruit Vodka & SodaPart 1: How can an Account Manager address the fallout created by a producer who is never available?Part 2: Should agencies try to accommodate special scheduling requests?In this episode, Justin and Jordan discuss how to address problems created by an absentee agent. They also share some thoughts on different factors agencies need to consider when a full-time employee suddenly wants to go part-time.
22 minutes | a year ago
The Struggle is Real When Attempting to Understand Reports From the AMS
Beverage – BuzzBallz HorchataPart 1: How do agency leaders translate report data into effective action?Part 2: Should all employees have access to the same privileges?Show Notes:In this episode, Justin and Jordan discuss the challenges agency leaders face when trying to decipher confusing reports from the agency management system. They also share their thoughts around flexible scheduling and creating a consistent standard throughout the company.
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