Agency Intelligence

Agency Intelligence

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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 Agency Intelligence podcast, Jason Cass speaks with Erik Garcia of Garcia Insurance Services in New Orleans, about the importance of establishing specific processes and workflows for your insurance agency.
These two insurance business owners get their creative juices flowing with tips on which apps and services help with work, and which books inspire their methods.
They examine teamwork, automation, and customer renewals. Jason Cass and Eric Garcia even speak about situations that call for firing clients to justify the time spent and the revenue associated with that time.