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.

In this insightful episode of License to Talk Insurance, your hosts Amanda and Kelsey dive into the essential steps for developing a tech stack tailored to independent insurance agencies. They discuss the critical components of a tech stack, from agency management systems to customer relationship management (CRM) tools, and website essentials.

Amanda and Kelsey provide practical advice on identifying key pain points technology can alleviate, finding and vetting the right vendors, and ensuring your tech solutions are scalable and compliant with industry standards.

They also share tips on avoiding common red flags when choosing tech vendors and highlight the importance of cost transparency and ease of use. Whether you're a new agency owner or looking to optimize your existing tech stack, this episode offers valuable insights to help you streamline your operations and enhance your client interactions.

Tune in to learn how to make informed decisions and build a tech stack that will grow with your agency, saving you time and money while boosting efficiency and client satisfaction.

In this episode of "Licensed to Talk Insurance," hosts Amanda Yaniz and Kelsey Concklin Ramsey dive into the often-overlooked skill of perception checking. Join Amanda, the Director of Marketing, and Kelsey, the Director of Digital Strategy at Chicagoland SIA, as they explore the nuances of effective communication within the insurance industry. They discuss the importance of self-awareness, body language, and adapting to various communication styles, including generational and cultural differences. Through relatable anecdotes and practical tips, Amanda and Kelsey illustrate how mastering perception checking can prevent misunderstandings and foster stronger relationships with clients and colleagues. Tune in to learn how to enhance your communication skills and better serve your clients in this insightful and engaging episode.