Agency Intelligence

In this episode of the Age of Indiependence podcast, host Katlyn Eggar interviews Patty Lares, the CEO of AA Lares Insurance Services. Patty shares how she built her agency from scratch and how they are still seeing success 21 years later. Learn how to layer on new team members strategically, 3 things to know about marketing, and why we want to help people find an insurance career by design and not by accident. Episode Highlights: Patty gives a little background about her team and her agency. (5:17) How has Patty’s agency grown over the past 20 years? (7:02) Patty shares how she’s developed her business using the power of threes. (9:46) Patty gives insight on her social media branding strategies. (11:32) Patty shares how in-office promotions have boosted team morale. (14:10) How does Patty streamline roles within her agency? (16:17) How does Patty’s customer service team feel about cross-sales, upsells, and rounding out accounts? (25:26) What is Patty’s advice for those considering careers in