This week we welcome James Jenkins, Owner & Founder of Risk Well!
As a prior Farmers agent, James talks about how it is now a few years removed from the captive side.
James talks about looking at his tech stack, and how he determines what to use for his agency.
James talks about when he started his agency, it was a different name. He shares his why behind the rebrand of Risk Well.
James dives into the first days of Risk Well and the challenges they faced on day one.
James touches on “capturing the mistake”. How his team always stops to review the mistake, listen to their own calls and constantly learn.
James talks about finding your ideal prospect, and simply duplicating that client by asking for the introduction to other “dream clients”.
James talks about how he recently sold his personal lines book to hyper focus on real estate investors and commercial accounts.
James wraps up by talking about the filiters he uses in his agency. Terminate, automate and delegate.