💬 Show Notes

Riding the Waves of Change: Navigating Agency Transitions and Client Challenges

In this episode of Agency Launch, Matt Dietz shares his recent experiences as he navigates the challenges of running an insurance agency amidst a transition period. After losing a producer, Matt finds himself stepping back into production while managing 4,000 policies alongside his team member Meg. He discusses the initial adjustment, the quiet yet productive atmosphere in the office, and the excitement of pursuing new business opportunities.

Matt recounts the story of a complex policy he fought hard to secure for a client purchasing a vacation home, illustrating the hurdles he faced with multiple carriers and the importance of persistence in the insurance industry. He emphasizes the significance of building strong relationships with clients and underwriters, sharing valuable insights on how to effectively communicate and advocate for clients’ needs.

As he tackles the reality of upcoming non-renewals for 40 homeowners policies, Matt offers practical strategies for managing client communications and the importance of getting ahead of the situation. His upbeat attitude and commitment to client service shine through as he reassures listeners that there is plenty of business to pursue, and he invites them to connect for support and coaching opportunities.

Join Matt as he provides a candid glimpse into the daily life of an insurance agency owner, filled with ups, downs, and everything in between. Don’t forget to text “free” to 208-213-8809 for access to a treasure trove of resources aimed at helping you grow your agency.

00:00 Matt Dietz talks about what it's like running an insurance agency

00:57 My agency is going through a transition. I lost a producer recently

02:57 A quick story about a policy that was a real pain to write

07:23 Nothing is easy right now for me with my commercial accounts

08:37 40 homeowners policies that are going to non renew this year for me

11:14 You can connect with Matt via text. 208-213-8809

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