Finding Peak Podcast

RHS 111 - Kat Ternes on the Secret to Insurance CRM Success

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In this episode of The Ryan Hanley Show, Ryan Hanley is joined by Katherine Ternes, Vice President of Revenue at AgencyZoom. Kat joins the podcast to share her unique and dynamic expertise on developing processes and implementing a CRM inside independent insurance agencies. Kat is one of the most interesting people in the insurance industry. Did you know she's a world-class trap shooter? This is an episode you don't want to miss...


Episode Highlights:

  • Kat mentions an embarrassingly wonderful part of her being a geriatric millennial. (12:57)
  • Kat shares her interests in competitive sports. (17:59)
  • Kat mentions one of the things she learned that people want to strive toward.(27:37)
  • Kat shares what people can achieve from being resourceful. (32:41)
  • Kat mentions why she’s very proud of her team. (34:48)
  • Kat explains what AgencyZoom is all about. (38:52)
  • Kat discusses why employee enablement is so important. (40:31)
  • Kat explains how to manage your sales processes. (50:18)
  • How does Kat manage to keep track of their goals? (1:03:13)


    • Key Quotes:

    • “There's a matching component to grit that is actually able to be taught and able to be nurtured when you're exhausted. And, that's resourcefulness. Gritty people learn how to build up their resources.” - Katherine Ternes
    • “We've hit all of the goals that the business sets, but, my own personal goals, I either need to lean into the resourcefulness and just say like, it's okay to have a moment of rest. Or, I have to get gritty real quick here. And it's really fun to be at that crux.” - Katherine Ternes
    • “The teams that go and investigate the stuff that gets put on the roadmap and they test it, and they beta use it...those are the ones that make a world of difference. Those are the ones that take technology from being 150 agencies and it's just one person's opinion, and it's some engineers building stuff. You guys are the ones that take it and really build it into what independent agents need.” - Katherine Ternes


      • Resources Mentioned:

      • Katherine Ternes LinkedIn
      • Agency Zoom
      • Reach out to Ryan Hanley

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        Finding Peak PodcastBy Ryan Hanley, Bleav