45. How Do I Transition Accounts Out of My Book That I No Longer Have Time to Work With?

Beverage – A Brandy Daisy

Part 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.