Jul 8, 2021
Do you know that almost all of your preferred insurance customer data is handled by one insuretech company?
Ask any independent agent if they have heard of IVANS, and they will undoubtedly say yes.
In fact, most will tell you they have an IVANS account.
But, if you ask them how IVANS operates?
Where the IVANS...
May 8, 2021
HOW TO EFFECTIVELY STAFF AN INSURANCE AGENCY (Including Virtual Assistants and Work-From-Home Team Members)
We will look at:
1. Staffing requirements for an agency based on book size and premium under management;
2. The top 10 ways to locate and attract agency staff prospects;
3. How to Interview Agency...
Feb 21, 2021
Agent Intelligence host Jason Cass interviews Billy R. Williams
10 Months ago Dr. Williams decided he wanted to start playing golf.
Besides becoming a decent golfer, he discovered that the principles that he applies in being the head of a billion-dollar insurance agency-focused investment group, perfectly align with...
Jan 22, 2021
Lack of calendar blocking tasks is a major weakness in most insurance agencies. This master class will teach you how to eliminate that weakness.
This master class will teach you:
How to determine the agency's most important KPI's and Tasks
Decide the who, what, when, and how to manage calendar blocking in an insurance...
Nov 26, 2020
A large captive agency is usually between 5 - 10 Million in Premium.
Craig Wiggins has blown those numbers away, reaching (as of this recording) 36 Million in Premium!
This interview shows how much alike the two titans of the insurance industry are in thoughts and actions.
If you are an independent agency leader, you...