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 the Agency Intelligence podcast, host Jason Cass is joined by Katlyn Eggar, host of Age of Indiependence Podcast. Listen as they discuss leads, retention and significant processes that are beneficial in a modern agency.

Episode Highlights:

  •  Does Jason think automated agencies will take over modern and hybrid agencies? (4:34)
  • Katlyn explains the difference between the modern agency and the automated agency. (6:36)
  •  What skills do we need to be ready for the future of technology? (9:10)
  • Katlyn talks about how to scale processes. (10:58)
  • Katlyn shares some of the most significant processes that you must have in your agency. (14:24)
  • Jason shares where most people tend to have issues with customer experience. (22:36)
  • Katlyn mentions what she loves about technology and automation. (24:23)
  • Katlyn gives a couple of steps on how to close the sale. (28:56)
  • Katlyn shares how the Quantum Assurance Agency has been doing. (41:59)

Key Quotes:

  • “If we’re preparing ahead of time for this crazy, automated agency of the future…We have to start learning marketing, and branding and these crazy things now. ow are you going to interact with clients online in that digital world, and what it’s going to feel like to them? hat are the skills that we need to know to be ready for that?” – Katlyn Eggar
  • “Building out your sales process is really figuring out what you want that conversation and that client experience to look, and feel like, so that branding of your agency happens right upfront. You’re creating a buying experience for the client, not just punching in data that one day a computer is going to be able to do for you.” – Katlyn Eggar
  • “We’ve shown you the success of many agents out there. You know that you’re not just hearing this from me and Kaitlyn, you’re hearing this, you’re reading about it, you’re hearing everywhere…That process is important inside of your business. Everything that we’re asking you to do, and how you felt so uncomfortable as we were talking, that’s the part you’re growing. And, if you keep ignoring that, you’re going to get separated.” – Jason Cass

Resources Mentioned: