Team Efficiency

In the time of COVID-19, Customer Service Teams are your business’s front line workers. 2020 has become a...

Offices are increasingly recognizing the benefits of virtual meetings. The mandate to shelter-in-place and work remotely has brought...

Even before the COVID-19 pandemic, working at home was becoming an increasingly common trend.

There’s a reason that Andrew Jewell was named the Farmers 2018 Business Insurance Agent of the Year, beating out over 14,000 other candidates; he is a top-tier professional with years of unparalleled insurance expertise.

David Offutt uses his ten years of telecom sales experience to run an insurance company that has made toppers every year since opening for business. Hear how he transformed a two-man operation into a thriving sales operation with no end in sight.

Starting out in the insurance business in 2008, Craig quickly learned he needed to implement a strategy for running a successful insurance agency. He developed a winning strategy which he then developed into an agency to help struggling businesses to efficiently recruit, hire and train LSP’s. Craig believes that cutting edge technology is a key component to running and effective insurance agency. Automating as much of the CRS and lead management work will free up more time for focusing on client needs.

Starting out a trial run with only 6 employees, Brent Heurter’s Healthy Halo Insurance call center quickly exploded to included 20-40 full time employees. HIs unique approach to generating exclusive leads and working those leads has become a hallmark of his success. Automation has been another significant portion of his success. Learn some of his tips and tricks in this interview.

Ramsey Barnette has been an Allstate Agent in California for just over a year and has gone from 489 signed contract packages to almost 800 utilizing DYL’s lead activity tool. Ramsey unequivocally believes there is "gold" in the lead activity tool. He works hard and believes if you respect your clients and earn their trust, they will be clients for life.

Farmers agent Mark Schlegel has built one of the strongest agencies in the Southwest United States. He is a member of the President's Council...