Agency Intelligence

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Heather McBroom. Heather is the CEO of Precision Services. She uses InsuredMine to help agencies streamline processes and take the headache out of setting up their agency for success. Episode Highlights: Heather shares that she and her mother have been in the industry since 1997. (1:32) Heather explains that insurance is something you need to pay attention to in order to be profitable. (5:03) Heather shares how she decided to create a one-note platform to be able to organize everything according to the needs of the business. (7:37) Heather explains that they have saved a lot of time by creating an automation that is in her voice and own brand. (10:37) Heather shares that she created a robust training program for her VAs that are in the Philippines that turned out very well. (12:53) Heather elaborates on being very selective about who she works with as part of her being strategic. (16:22) Heather shares that with the help