In this episode of the Great Independent Podcast we talk with our very own Marcus Flesher on the reasons an agent should join an aggregator and things to look for when considering your options.

Tracy Kyle, a CSR of 30+ years and Pacific Crest's current in-house trainer, discusses the importance of documenting a client file every time it's opened. She breaks down the who, what, when, where and why's for independent insurance agents to follow for best practice.

This episode takes a look at how new independent insurance agents are integrated into the systems and technology they have to learn. Pacific Crest Insurance provides sufficient training for their new independent agents, but also recommend a variety of supplemental platforms that agents can turn to when looking to learn on their own.

Nathan Capps, a former underwriter for Safeco turned Independent Agent, joins the show. He discusses his experience as a company underwriter and how it helps him now that he's an independent agent with Pacific Crest.

Latest episode of The Great Independent

Latest episode of The Great Independent