Agency Nation Radio - Insurance Marketing, Sales And Technology

Best Practices and Goal Setting for 2025

Informações:

Sinopsis

On this episode of Agency Nation Radio, Jennifer Becker, Big “I” Senior Director of Agent Development and Research and Education, is joined by Andy Siegel of Siegel Insurance and chair of the Big “I” council for Best Practices and Katy Stewart of Olis/Akers/Arney Insurance & Business Advisors and a member of the council for Best Practices to discuss about benefits and data that can be gleaned from the study. The Big “I” Best Practices study is the annual report done in partnership with Reagan Consulting and analyzes the performance of the nation's leading agencies to uncover methods, strategies and procedures. Throughout the episode, the three chat about how these agencies may be using the data to help set goals and make decisions as we enter 2025. Towards the end of the episode, Siegel offers a tip for agencies who are considering or were nominated to become a Best Practices agenct. “The value of the data you get out is priceless. You spend a few hours of time putting all this together, but if you c