Agency Freedom

E79: Vonda Copeland On Leadership and Caring Well

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In this episode, James talks with Vonda Copeland, Operations Specialist at Copeland Insurance Agency.


To learn more about Copeland Insurance Agency, visit https://www.copelandins.com/

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Episode Highlights:

  • Vonda discusses how she got into the insurance industry and mentions that everyone seems to have a strange story about how they got into the industry. (3:10)
  • Vonda shares what it is like working in an agency with her husband and mentions that despite having both strong personalities, they are able to figure out things and meet in the middle. (15:27)
  • Vonda explains that a checklist is important to make sure that important details are not missed and better understand missed opportunities. (20:09)
  • Vonda emphasizes the significance of running credit reports and offers some examples of what might go wrong with your quotes if you do not pay attention to them. (28:11)
  • Vonda shares how they use automation effectively in their agency and where it should not be used. (33:56)
  • Vonda explains that Copeland Insurance Agency caters to different types of markets including custom harvesters, people in the fire field, and main street businesses. (38:14)
  • Vonda mentions that she will not be starting a podcast anytime soon because she is currently redoing their tech stack. (42:48)
  • Vonda discusses the benefits of using Agency Zoom, including its ease of use. (46:57)
  • Vonda mentions that Copeland Insurance has some really great personal lines tools right now, and ModAdvisor has been a huge improvement for them. (52:03)


    • Key Quotes:

    • "I'm kind of like the technology nerd. I love trying out new things. If anybody ever wants to beta test a program, I'm all in. - Vonda Copeland 
    • "I'm also really a stickler on, you do the do’s and don’t do the don'ts. And if you don't do the do's or do the don'ts, then you know, that's when the disciplinary teacher comes out." - Vonda Copeland
      • ...more
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