Agency Intelligence

In this episode of Agency Intelligence podcast, host Jason Cass interviews Vonda Copeland, CPIA, CWCU, Vice President of Operations Administration at Copeland Insurance Agency. Vonda talks about her approach in the insurance industry and her acquisition development.  Episode Highlights: What has attributed to Vonda’s success, skill or luck? (14:48) Vonda shares how she got into the insurance industry. (15:43) Vonda mentions her very first role in the agency. (20:48) Does Vonda still utilize Quickbooks or does she prefer AMS? (22:36) Vonda shares how Jay’s vision has improved the agency. (24:08) Vonda shares how their acquisitions have developed. (27:37) Vonda explains how she manages acquisitions and growth. (30:35) Why does Vonda feel it’s important to utilize a calendar? (33:37) Vonda mentions why developing resilience is key. (40:36) Key Quotes: “You all have to remember that we work in risk management. We work with the knowledge that we have to provide a safe work environment. And, w