Independent Insurance Agent openbaar
[search 0]
Meer

Download the App!

show episodes
 
T
The Independent Agent

1
The Independent Agent

Jordan Goodman & Justin Goodman

Unsubscribe
Unsubscribe
Maandelijks
 
We're 3rd generation insurance agency owners, and also brothers. In 2018, we launched our 2nd company, Total CSR, with the aim of reducing new-to-industry onboarding time frames from 2 years, to 2 months. Since then, we’ve traveled the country speaking to thousands of agencies owners and their teams. The Independent Agent Podcast is our attempt to provide helpful answers to your most difficult questions - anonymously of course.
 
Loading …
show series
 
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 you suspect they are towing a l…
 
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 trainings agencies need to prov…
 
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 look for when the need arises to…
 
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 of idle time. They also provide thoug…
 
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 what role data plays when determining if incoming leads requir…
 
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 servic…
 
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 lo…
 
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 the struggle agency staff fac…
 
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 hours f…
 
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 when making staffing decisions. They also share insight on th…
 
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-…
 
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 and share thoughts…
 
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 doesn’t work when it comes to leads li…
 
Beverage – Mint Julep Part 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 co…
 
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 the different talking points t…
 
Beverage – Sidecar Part 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 pr…
 
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 ideas on how an employee …
 
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 agency. They also discuss the legitimacy…
 
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 some thoughts on di…
 
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 sha…
 
Beverage – Mike’s Harder Green Apple Part 1: What are some new ways producers can build relationships with clients and prospects? Part 2: What should agencies do to manage issues with agency bill premiums? Show Notes: In this episode, Justin and Jordan give advice on new ways producers can reach their ideal candidate when the conventional ways of m…
 
Beverage: Tom Collins Part 1: What should agencies do to overcome clogs in the data gathering and submission process? Part 2: How can employees move beyond interpersonal conflict? Show Notes: In this episode, Justin and Jordan provide insight on steps agencies can take to simplify the quoting process in a way that will ultimately use everyone’s tim…
 
Beverage: Whiskey Sour Part 1: What should agencies consider when determining goals for the organization? Part 2: What is most valuable when it comes to insurance education and designations? Show Notes: In this episode, Justin and Jordan discuss the various factors agency leaders should consider when developing organization wide goals. They also we…
 
Beverage: Haley’s Sangria Part 1: How can agencies adjust their approach when struggling to make the transition to a new Agency Management System? Part 2 : What should a new employee do when the agency doesn’t provide the right resources? In this episode Justin & Jordan discuss the steps agencies can take when working through obstacles encountered …
 
Beverage: A Tekiwi Part 1: What qualities should agency owners look for when hiring? The job market in the insurance industry continues to get more aggressive. The need for bringing talent in is being felt at many agencies regardless of size or location. And while there may be several responses to a job posting, not every potential hire is going to…
 
Beverage - Kamikaze Part 1: What should employees do when they are struggling to manage work at home? Part 2: How do agencies handle the conversation around premium refund directives? In this episode, Justin and Jordan discuss the critical importance of communication as employees face new challenges managing work in a remote environment. They also …
 
Beverage: The Libertine Part 1: How can agencies manage expenses as revenues shrink during COVID-19? Part 2: What should agency owners consider when deciding if employees should continue remote work or return to the office? In this episode, Justin and Jordan discuss different approaches agencies can take to handle finances as revenues drop and budg…
 
Beverage: Michter’s Single Barrel 10 Year Bourbon and Michter’s Single Barrel 10 Year Straight Rye Part 1: Where can producers put their focus to continue succeeding despite massive business closures during the pandemic? Part 2: How should agencies invest during time of economic uncertainty? In this episode, Justin and Jordan debate the whether foc…
 
Beverage: Tequila Esperanto Seleccion Añejo Part 1: How can agency employees find job security in the middle economic uncertainty caused by COVID-19? Part 2: What kind of impact should agencies expect as a result of COVID-19? In this episode, Justin and Jordan discuss the challenges insurance agencies, as well as other businesses, are facing as the…
 
Beverage of Choice: Old Fashioned with a Twist Part 1: How do you know what employees are up to in a remote work environment? Part 2: How and why agents should continue adding value and building relationships with prospects. In this episode, Justin and Jordan talk about best practices when managing a remote workforce and how agents can continue suc…
 
Beverage of Choice: Bulleit on the Rocks Part 1: Strong leadership is required when it comes to challenging conversations with employees. Part 2: What options do employees have when the office decor is less than desirable In this episode, Justin & Jordan chat about creating employee accountability when it comes to declining performance and provide …
 
Beverage of Choice: Corona Part 1: What is the right approach when agency leadership tries to back out on paying a bonus? Part 2: How do you get all departments working together when cross-selling is part of your growth and retention strategy? In this episode, Justin & Jordan discuss the why and how an employee can address issues with agency leader…
 
Cocktails: Justin tries a Mojito Part 1: The low person on the totem pole is stuck meeting with carrier marketing reps and wants some help Part 2: Agency management doesn't want to pay for employee development, but expects the employee to report on their findings from conferencesDoor Jordan Goodman & Justin Goodman
 
Cocktails: Justin tries a Manhattan Part 1: An employee is upset that the agency owner avoids sharing financials so they don't have to justify raises or bonuses. Part 2: How much access to financial information do you give your bookkeeper?Door Jordan Goodman & Justin Goodman
 
Cocktails: Justin tries a Negroni Part 1: A parent wants to know if they should send their son to another agency to learn prior to joining the family agency. Part 2: The younger and older generation of a family agency can't see eye to eye - should they split up?Door Jordan Goodman & Justin Goodman
 
Cocktails: Justin tries a Paloma Part 1: An employee received an opportunity outside of the industry, but wants to know how easy it would be to come back if it doesn't work out. Part 2: A new hire wants to know the best steps to success in their first 12 months.Door Jordan Goodman & Justin Goodman
 
Part 1: A producer tells an account manager they are switching agencies and taking their book. What is the account managers ethical obligation to tell management? Intermission: Justin tries a Kombrewcha (Hard Kombucha) Part 2: An agency owner wants to be honest about the challenges an African American producer at his agency may face with clients…
 
Part 1: An office romance at off-site team building activity Intermission: Justin tries Veuve Clicquot Champagne Part 2: A producer is getting pressure from the agency owner on his quote-to-bind ratio because the carriers are putting pressure on the agencyDoor Jordan Goodman & Justin Goodman
 
Justin and Jordan discuss the challenges they faced as brothers who are business partners. What they learned about themselves, each other, and how they overcame the obstacles that almost caused the relationship to dissolve. Drink of Choice: Joseph Phelps 2016 Cabernet SauvignonDoor Jordan Goodman & Justin Goodman
 
Part 1: We started utilizing an outsourcing company, but my account managers say they are busier than ever Intermission: Justin tries a Dirty Martini Part 2: A producer is required to pay the $10,000 SIR on an E&O claim caused by the account managerDoor Jordan Goodman & Justin Goodman
 
Loading …

Korte handleiding

Google login Twitter login Classic login