Insurance and Beyond

Episode 15: Part 3: New year Goal setting and (KPI's)


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In this episode of the Insurance and Beyond podcast, Devin, Chuck, and Mike engage in a lively discussion about the importance of Key Performance Indicators (KPIs) in the insurance industry. They explore how KPIs can drive business success, the significance of bundling insurance products, and the necessity of maintaining a personal touch as agencies grow. The conversation also touches on the challenges of dealing with family and friends in business, the ethics of sales practices, and the value of building genuine relationships with clients. Throughout the episode, the hosts emphasize the need for effective communication and the role of technology in enhancing agency performance.

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Insurance and BeyondBy Nathaniel Ransom