Agency Intelligence

In this episode of The Ryan Hanley Show, Ryan Hanley interviews Andrew Darlington, the president of Veritas Risk Management and Insurance Services out of Johnson City, Tennessee. While Andrew might operate out of a small town, the way he approaches building and marketing his agency is anything but small town-minded. This is an episode of the show you don’t want to miss. Episode Highlights: Andrew shares his experience of being one of the first to use Salesforce for insurance. (07:12) Andrew talks about how they create their process by writing it down and using Salesforce to automate it. (12:10) Andrew discusses how long it took and how much he has spent building out Hubspot in their system, which he believes is a phenomenal system. (17:14)  Andrew shares that one of the advantages of Salesforce is that it is completely customizable. (21:26) Andrew explains that one-way Salesforce can take it to the next level is by making its system unbreakable. (26:09) Andrew talks about the reporting systems that