Navigating Technology and Processes Pt. 2 - Peggy Corbett

In this episode of the Insurance Perspectives podcast, Kenny Hendricks speaks with Peggy Corbett of Agency Transformations about the intersection of technology and process in independent insurance agencies. They discuss the importance of revitalizing business processes and how automation can enhance agency operations. Peggy emphasizes the need for strong client interaction and the significance of utilizing technology effectively.

Takeaways

• Agencies often underutilize their existing technology.
• Automation can help streamline mundane tasks.
• Understanding the market is essential for client education.
• Agencies should focus on maximizing their management systems.
• Technology should complement existing processes, not replace them.
• Regular account reviews are vital for client relationships.
• Agencies need to support carriers that support them.

Learn more about Agency Transformation
https://www.agencytransform.com/
https://www.facebook.com/agencytransform

To connect with Peggy, reach out via LinkedIn by clicking here or contact via the Agency Transformation website.

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Intro/Outro music by Denys Kyshchuk from Pixabay