Jeff Hogue joins Jimi and Scott in this episode to talk about the insurance industry, client acquisition and retention and QuoteWizard's acquisition by Lending Tree.

SetShape.com to begin your journey with Shape today!

Show Highlights:

00:45 - Meet Jeff Hogue

01:15 - What is Quote Wizard

03:30 - How Shape is more advanced than the competition

05:05 - Being Acquired by Lending Tree

06:55 - The power of scripting in Shape

10:20 - Great follow up techniques

16:00 - The evolution of client contact

20:00 - Data collection and management

26:00 - Top three things keys for success at Quote Wizard

30:00 - The power of Shape IQ

32:50 - Nurturing a lead

36:30 - Client education

39:15 - “You need to keep reading to keep learning!”

40:00 - [email protected]

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