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💬 Show Notes

Building a Tech-Forward Insurance Agency with Mandy Reed

In this episode, Matt Dietz welcomes Mandy Reed, founder of We Build Stacks, to discuss the critical role of technology in modern insurance agencies. With over 20 years of experience in the insurance and fintech industries, Mandy shares her journey from being a captive agent to establishing a tech-focused company dedicated to helping agencies streamline their operations. They explore the essential tech stack for new agents, the importance of owning data, and how to effectively transition legacy agencies into the digital age. Mandy emphasizes the need for strategic decision-making when it comes to technology adoption, while also cautioning against the pitfalls of relying too heavily on tech solutions. This episode is packed with insights and practical advice for agency owners looking to enhance their efficiency and embrace the future of insurance.

00:00 This is the show where I talk about what it's like to run an insurance agency

01:28 Mandy Reed is the founder of We Build Stacks

01:44 You've been in the insurance industry and then in fintech before

05:17 We build stacks to help insurance agents design workflows for agents

07:05 Single agency owners need us most if they are looking at their strategy

09:42 M.J.: I would first start with asking what agency management system is

12:30 Everyone needs a CRM, an ams, a good phone system

15:38 Adapt API is a must for independent agents who don't have downloads

17:49 If you want to sell your agency and you still have file cabinets, start there

20:59 A lot of agents look at tech and they have the shiny object syndrome

22:44 I think some agents lean on tech too hard when it comes to tech

28:46 Manny, thank you so much for coming on and sharing tipsShow notes created by https://headliner.app

Show notes created by https://headliner.app

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