Vertafore Insurance Podcast

The Secret sauce to this agency’s impressive growth.


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When Sarah Zambrano, the operations director, of Colorado Insurance, started with the agency there were only 4 people on staff including the agency principal, fast forwarding to today there are over 100 people on staff and over 100 million in production.  Sarah credits much of the agency's success to the relentless pursuit of consistent process and procedures.  The procedures that were set up when they were a small agency are still in use today and are still incredibly valuable to the growth of the agency. 

Meet Sarah and hear:

  • How She got started with Colorado Insurance. 
  • What fundamental decision help set them up for success.
  • How having consistent agency standards helps the agency be intentional in their growth
  • Why the customer journey is so important and the processes and procedures they use to maintain consistency in that journey. 
  • How to prepare your agency for success beyond sales and service. 
  •  

    ...more
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    Vertafore Insurance PodcastBy Vertafore

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