Agency Intelligence

Agency Intelligence


Agency intelligence podcast, is your top insurance podcast with two unique series that let you hear from and learn from both agency owners and industry influencers. Agents Influence is your weekly guide to the latest and greatest thought leaders the industry has to offer. Agency Intelligence covers real data from real agents in real agencies.

In this episode of Agents Influence podcast, host Jason Cass interviews Alexander Low, Head of Enterprise Strategy & Operations at Lately. Alexander talks about his approach in the insurance industry and explains what Lately is all about.

Episode Highlights:

  • What has attributed to Alexander’s success, skill or luck? (4:50)
  • Alexander shares his background. (5:41)
  • Alexander explains how to shift your mindset. (8:04)
  • Alexander explores why Lately has been such a helpful product. (10:00)
  • Alexander shares what B2B true relationships are all about. (15:38)
  • What made Alexander write the article called, ‘CRM Is Dead, Long Live the CRM’? (19:26)
  • Alexander shares a story about the CMO from IBM about 10 years ago. (25:25)

Key Quotes:

  • “You have to lose to win, though, sometimes. You ought to take the losses when you take them. As long as you learn from those losses and then build on that, then that should help the winning. I’m all about winning.” – Alexander Low
  • “Businesses that start to understand that… I don’t care whether you’re a solopreneur or a global multi-billion dollar organization, everybody has the same challenges. What COVID has done has changed how our buyers buy and this is across all industries.” – Alexander Low
  • “CRM system is just simply a record of truth, car clients, relationship management. It should just do that, it should record conversations, contact details of what is happening in that relationship between you, and your prospects, and your client.” – Alexander Low

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