40. How Should Internal Employee Moves be Managed?

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 […]

39. How Do Managers Reenergize a Team That Has Started to Check Out?

How Do Managers Reenergize a Team That Has Started to Check Out?

Beverage – The Expat Part 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 […]

38. How Can An Agency Identify Ineffective Parts of he Sales Process?

How Can An Agency Identify Ineffective Parts of he Sales Process?

Beverage – Deep Cleanse Part 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 […]

36. How Do You Break Up With A Client?

How Do You Break Up With A Client

Beverage: Cherry Blossom Part 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 […]

34. The Pros & Cons of Using a CRM

The Pros & Cons of Using a CRM

Beverage – Gin Fizz Part 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 […]

33. How do I Prepare for Opening My Own Agency?

How-do-I-Prepare-for-Opening-My-Own-Agency

Beverage – New York Sour Part 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 […]

32. What Do You Do When a Producer Goes M.I.A.?

When your producer goes MIA

Beverage – High Noon Grapefruit Vodka & Soda Part 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 […]

31. The Struggle is Real When Attempting to Understand Reports From the AMS

The Struggle is Real When Attempting to Understand Reports From the AMS

Beverage – BuzzBallz Horchata Part 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 […]