Summary:

In this episode of “The Digital Broker”, Steve and Ryan discuss what is the lifeblood of a successful agency or brokerage – the employees. Today’s podcast explores what it takes to attract, engage, train and retain both seasoned employees and new blood to make an agency.

By listening to this episode, you’ll learn:

• What is “onboarding” and why it is important
• How employees were trained in the past and how that is changing
• How the hiring process can be improved and the most effective ways to retain staff
• What a good onboarding process looks like
• The role of job descriptions and training as part of onboarding
• Identifying the most effective players to drive the process
• Understanding the role of culture and organizational mission
• Understanding roadblocks, obstacles, and problems in the creation of an effective process

It’s Not Too Late to Register

Selecting the best agency management system for your organization is one of the most critical decisions an agency owner makes. Recognizing that agents may want help identifying management system platforms that will work for their agency, I have created the Agency Management System Selection Summit, a webinar series that allows your agency to review different agency management system vendor platforms over a span of 2 weeks.

Here are the highlights of the Agency Management System Selection Summit…

Be sure to take advantage of your subscriber discount.

The Digital Broker podcast is brought to you buy Indio Technologies. Indio turns the application and renewal process into an online TurboTax like experience for your clients. As a result, the 1,000+ agents using Indio provide their clients with a top-rated customer experience, reduce their E&O exposure, and outgrow their competition. To learn more about Indio, click here!

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Summary

In this episode of “The Digital Broker” podcast, Steve and Ryan speak with Chris Roman of Magnum Insurance Agency about transitioning from an agency management software that had been in place for over twenty years to a newer and more robust platform.

By listening to this episode, you’ll learn:

• Issues that arise with a transition from one platform to another
• Making the decision to evaluate a new platform
• Evaluating the pain of transition versus the gain of the new platform
• Gaining buy-in from users and management

Now updated with participating vendors and times

Selecting the best agency management system for your organization is one of the most critical decisions an agency owner makes. Recognizing that agents may want help identifying management system platforms that will work for their agency, I have created the Agency Management System Selection Summit, a webinar series that allows your agency to review different agency management system vendor platforms over a span of 2 weeks.

Here are the highlights of the Agency Management System Selection Summit…

Be sure to take advantage of your subscriber discount.

The Digital Broker podcast is brought to you buy Indio Technologies. Indio turns the application and renewal process into an online TurboTax like experience for your clients. As a result, the 1,000+ agents using Indio provide their clients with a top-rated customer experience, reduce their E&O exposure, and outgrow their competition. To learn more about Indio, click here!

Full Recap

(more…)