• Episode 23 - Essential Reporting for Insurance Agency Growth

  • Jul 16 2024
  • Duración: 19 m
  • Podcast

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Episode 23 - Essential Reporting for Insurance Agency Growth

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  • Resumen

  • In Episode 23 of "Licensed to Talk Insurance," hosts Amanda Yaniz and Kelsey Concklin-Ramsey welcome back Christine Lee, an agency growth coach at Chicagoland SIA. This episode dives deep into the critical reports that insurance agency owners should be reviewing regularly to ensure growth and profitability. Christine shares her insights on the importance of daily, weekly, monthly, and quarterly reports, focusing on key performance indicators (KPIs) that drive agency success.

    Join us as Christine discusses the essential daily reports that keep processes and procedures in check, the weekly metrics that fuel producer competition, and the monthly and quarterly reports that provide a comprehensive view of the agency's health. Whether it's tracking renewals, managing claims, or monitoring prospecting pipelines, Christine offers practical tips and best practices to help agency owners stay on top of their reporting game.

    Tune in for an informative conversation packed with actionable strategies for independent insurance agents looking to optimize their reporting processes and drive growth in their agencies.
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