Navigating Technology and Processes Pt. 4 - Stephen Harrington-Descoteaux

In this episode of the Insurance Perspectives podcast, Stephen Harrington-Descoteaux discusses the importance of agency culture, the role of technology in independent insurance agencies, and the necessity of clean data. He emphasizes the balance between automation and personal touch, especially in client interactions, and shares insights on how agencies can maximize their technology usage.

Takeaways

• Culture is crucial for independent agents to thrive.
• Understanding agency needs is key to growth.
• Automation can streamline many agency processes.
• Not everything should be automated; personal touch matters.
• Clean data is essential for effective decision-making.
• Maintaining personal connections is vital in larger agencies.

Learn more about Agency Performance Partners:
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To connect with Stephen, reach out via LinkedIn by clicking here or contact via the Agency Performance Partners website.

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Intro/Outro music by Denys Kyshchuk from Pixabay