“How Should Your Agency Grow – Organically or Through Acquisition? – Episode 026”
by Steve Anderson and Ryan Deeds

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Summary:

In this episode of “The Digital Broker”, Steve and Ryan discuss the need for growth in an agency and compare the pros and cons of organic growth versus acquisitive growth.

By listening to this episode, you will learn:

  • The difference between organic and acquisitive growth
  • How to determine the value of an acquired agency
  • When the operations department should be involved
  • The components of organic and acquisitive growth
  • Problems inherent in each type of growth
  • Distinct kinds of perpetuation models

 


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!

“Ensuring the Perpetuation of the Agency – Growing Owners from Producers (Featuring Cooper Jones) – Episode 024”
by Steve Anderson and Ryan Deeds

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Summary:

In this episode of “The Digital Broker”, Steve and Ryan speak to Cooper Jones, the President of The Crichton Group, the largest independent insurance agency in Middle Tennessee. Together, they discuss the methods that agencies and brokerages can use to ensure their perpetuation over time.

By listening to this episode, you’ll learn:

  • What it is like to grow from being a producer to an agency owner
  • What it takes to be positioned to buy an ownership role in an agency
  • How to identify a successful producer
  • How to transition and empower an agency to being service-oriented
  • The different options for agencies to self-perpetuate

 


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!

“Designing and Implementing a Winning Customer Experience – Episode 023”
by Steve Anderson and Ryan Deeds

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Summary:

In this episode of “The Digital Broker”, Steve and Ryan discuss how insurance agencies must evolve from providing “customer service” to “customer experience.”

By listening to this episode, you’ll learn:

  • What’s the difference between “customer service” and “customer experience”
  • Why it is important to provide more than the minimum expected service
  • How a well-designed customer experience plan can grow a business
  • How to design a customer experience program
  • What specific things can be done to win the loyalty of clients

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!

“How To Develop and Communicate An Agency’s Value Proposition – Episode 022”
by Steve Anderson and Ryan Deeds

Sorry, listening to the audio on this website requires Flash support in your browser. You can try playing the MP3 file directly by clicking here.

Summary:

In this episode of “The Digital Broker”, Steve and Ryan discuss how an agency can identify, define and communicate the “value proposition” that it brings to customers, prospects and the industry as a whole. Ryan and Steve further discuss how developments in technology and business are resulting in fundamental changes for the insurance industry and what that portends for the future.

By listening to this episode, you’ll learn:

  • How to determine the actual value an agency provides to customers and prospects
  • How an agency can answer the question as to why a customer should choose their agency
  • Why it is critical for an agency to successfully articulate their value proposition
  • How an agency can develop proactive services to deliver value and operational excellence
  • How the insurance industry is experiencing a continuing metamorphosis from a focus on loss restoration to one of loss prevention.

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!

“Innovative Approach To Training and Onboarding Account Managers (Featuring Justin Goodman) – Episode 021”
by Steve Anderson and Ryan Deeds

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Summary:

In this episode of “The Digital Broker,” Steve Anderson and Ryan Deeds speak with their guest, Justin Goodman of Goodman Insurance Services about how his agency responded to the challenge of onboarding, training, and retaining new staff by developing their own training platform – TotalCSR.

By listening to this episode, you will learn:

  • The issues involved in creating an in-house training program
  • The problems and costs that smaller agency face when training and retaining top talent
  • How this new way of training can reduce the costs and time it takes to onboard Account Managers
  • How the Total CSR training program works and why it’s changing the landscape

 


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!