50. Season 1 Finale
Beverage – Whiskey Smash Part 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 […]
49. Can You Teach an Old Agency New Tricks?
Beverage – Gin & Tonic Part 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 […]
48. Which Niche is Which?
Beverage – The Gimlet Part 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 […]
47. What Options Are There for An Employee Who Regrets Taking a Promotion?
Beverage – The Aperol Spritz Part 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 […]
46. Is There a Fair Way to Distribute the Accounts of a Retiring Producer?
Beverage – French 75 Part 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 […]
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 […]
44. How Do Agencies Build Valuable Experience for Interns?
Beverage – The Martinez Part 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 […]
43. What Are The Potential Consequences of Consolidating Locations?
Beverage – Vodka Quarantine Part 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 […]
42. Is A Client Sign Off Truly Necessary?
Beverage – An Island Party Part 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 […]
41. What Should Agencies Do When a VIP Employee Retires and Client Relationships Are at Risk?
Beverage – Gin & Juice Part 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 […]