agency management

Posts Tagged: agency management

2 posts found

How Tolga Demirel Sold His Agency and Built AgencyZoom to Automate Insurance Sales

07/16/2019 · 6 min read

The average agency loses 15 to 20 percent of its book annually to preventable attrition, mostly because nobody followed up between the sale and the renewal. Automation fixes this by making consistent follow-up the default. Automate service workflows as aggressively as sales workflows. That is where retention and profit live.

agency managementleadership

Mega Agency Owner Secrets: How Stephanie Hamilton Runs Multiple Agencies and Keeps Them Thriving

07/03/2019 · 5 min read

Stephanie Hamilton runs multiple mega agencies and identifies five operational non-negotiables: hiring is the most important activity, every process must be documented, sales management and service management require separate leaders, structured communication rhythms replace informal alignment, and retention starts on day one of onboarding.