Resources
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Episode 030 - The Digital Broker Podcast
Confronting Agency Fears To Step Outside and Try New Technologies
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Episode 051 - The Digital Broker Podcast
Outsourcing Done Right: The Insurance Agent’s Guide To Upwork
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Episode 047 - The Digital Broker Podcast
Chatbots: The Insurance Agent's Friend And Part-Time Rival
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Episode 032 - The Digital Broker Podcast
Data, Culture, and Innovation In Insurance Agency Practices
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Episode 022 - The Digital Broker Podcast
How To Develop and Communicate An Agency’s Value Proposition
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Episode 020 - The Digital Broker Podcast
How to Attract and Retain Millennials in the Insurance Industry
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Episode 067 - The Digital Broker Podcast
Coverage Problems: How “Little” Things Make a Big Difference
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Episode 072 - The Digital Broker Podcast
InsureTech Connect Embraces Agencies: Interview With Jay Weintraub
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Episode 054 - The Digital Broker Podcast
Account Manager Technology: What Is Useful, What Isn’t For Your Insurance Agency
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Episode 024 - The Digital Broker Podcast
Ensuring the Perpetuation of the Agency – Growing Owners from Producers
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Episode 031 - The Digital Broker Podcast
Google’s Nine-Figure Investment in Applied Systems (Interview With Reid French)
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Episode 069 - The Digital Broker Podcast
Growth Is a Choice: How Insurance Agencies Make It
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Episode 026 - The Digital Broker Podcast
How Should Your Agency Grow – Organically or Through Acquisition?
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Episode 083 - The Digital Broker Podcast
Weather Damage: How To Help The Insured Before and After
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Episode 042 - The Digital Broker Podcast
Building Your Insurance Agency’s Operational Team: Who To Hire And When
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Episode 100 - The Digital Broker Podcast
Remote Work Made Simple: Getting Started Right Away
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Episode 099 - The Digital Broker Podcast
Bad Days at the Office: Why They Happen, How to Deal with Them
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Episode 057 - The Digital Broker Podcast
Performance Reviews For Insurance Agencies: Instruments Of Operational Excellence
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Episode 043 - The Digital Broker Podcast
Leveraging Checklists To Streamline Insurance Agency Operations
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Episode 037 - The Digital Broker Podcast
The World Through The Eyes Of An Insurance Account Manager (Featuring Melissa Wilder)
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Episode 079 - The Digital Broker Podcast
Onboarding Agency Staff Made Easy: The Story of Total CSR
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Episode 028 - The Digital Broker Podcast
How Insurance Agencies Can Minimize The Productivity Lost From Email
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Calculator
Commercial Lines New Business Calculator
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Calculator
Commercial Lines Time Savings Calculator
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Episode 107 - The Digital Broker Podcast
Producer Compensation and the Impact on the Agency
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Episode 021 - The Digital Broker Podcast
An Innovative Approach To Training and Onboarding Account Managers
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Episode 082 - The Digital Broker Podcast
Optimizing Insurance Field Inspections: How Technology Can Help
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Episode 006 - The Digital Broker Podcast
Measuring Growth
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Episode 009 - The Digital Broker Podcast
Outsourcing Agency Operations: Why, When, and Where? (Part 1)
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Episode 071 - The Digital Broker Podcast
Duds, False Starts, and Other Disappointments: Getting Technology To Work and Keep Working
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Episode 035 - The Digital Broker Podcast
Remote Work: What To Weigh Before Going Through With It
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Episode 038 - The Digital Broker Podcast
Document Management: When To Store And When To Let The Carrier Handle It
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Episode 018 - The Digital Broker Podcast
How To Create A Culture That Keeps Employees Engaged
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Episode 074 - The Digital Broker Podcast
How Artificial Intelligence Creates Jobs, Protects The Insured, and Saves Insurance Agencies Money
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Episode 080 - The Digital Broker Podcast
Virtual Assistance: Reinforcements of Operational Excellence
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Episode 011 - The Digital Broker Podcast
Text Messaging For Insurance Agencies (Rules of Engagement)
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Episode 061 - The Digital Broker Podcast
Five Indicators of an Insurance Agency’s Well-Being
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Episode 013 - The Digital Broker Podcast
Text Messaging For Insurance Agencies (How To Implement)
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Episode 023 - The Digital Broker Podcast
Designing and Implementing a Winning Customer Experience
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Episode 049 - The Digital Broker Podcast
Operationalizing Sales And Marketing: First Steps For Insurance Agents
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Episode 048 - The Digital Broker Podcast
Making Goals Happen: Strategic Planning For Insurance Agencies
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Episode 084 - The Digital Broker Podcast
Net Promoter Score: Why Insurance Agencies Need It
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Episode 095 - The Digital Broker Podcast
Can You Name The Three Types of Retention in Insurance?
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Guide
A Path Forward to a Digital Application and Renewal Process
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Episode 109 - The Digital Broker Podcast
Fundamentals Of A Digital Broker Mindset
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Episode 110 - The Digital Broker Podcast
Farewell, Ryan Deeds: What We Learned After Two Years of The Digital Broker
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Video
Indio’s Send to Carrier Digital Submissions
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Brochure
Indio Send to Market
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Webinar
The State of Insurance Renewals: Benchmarks, Bottlenecks and Best Practices
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Webinar
Digitize the Application Process to Renew and Win New Business
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Webinar
Everything You Always Wanted to Know About Indio
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Episode 050 - The Digital Broker Podcast
Sales and Marketing: Successful Processes For Insurance Producers
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Episode 070 - The Digital Broker Podcast
Millennial Employees: How To Hire Them, How To Keep Them, How To Motivate Them
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Episode 075 - The Digital Broker Podcast
The Story of Indio: Why Indio Bet On The Independent Broker
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Episode 097 - The Digital Broker Podcast
Thought Leadership in Insurance: How to Think Like Billy Williams
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Episode 033 - The Digital Broker Podcast
Insurance Agent’s Blueprint For Digital Transformation
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Episode 081 - The Digital Broker Podcast
Forward Thinking Strategies For Insurance Agency Marketing
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Episode 063 - The Digital Broker Podcast
Customer Touchpoints That Your Agency Might Be Overlooking
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Episode 029 - The Digital Broker Podcast
How To Utilize Email Technology To Improve Insurance Agency Operations
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Episode 092 - The Digital Broker Podcast
How to Stay Focused on the Customer as Your Insurance Agency Grows
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Episode 010 - The Digital Broker Podcast
Outsourcing Agency Operations: Why, When, and Where? (Part 2)
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Episode 056 - The Digital Broker Podcast
Employee Incentives That Work For Insurance Agencies
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Episode 012 - The Digital Broker Podcast
Text Messaging For Insurance Agencies (How To Implement)
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Episode 094 - The Digital Broker Podcast
Booked vs Estimated Revenue: Which Is More Useful as a Metric?
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Episode 088 - The Digital Broker Podcast
Appreciation: Inspiring Employees to Do Their Best Work
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Episode 019 - The Digital Broker Podcast
Understanding The Critical Role of Human Resources Within An Insurance Agency (Featuring Michelle Trueblood)
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Episode 017 - The Digital Broker Podcast
Hiring and Retaining Quality Employees: How Effective Onboarding Keeps An Insurance Agency Afloat
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Episode 086 - The Digital Broker Podcast
Ryan Hanley: Figure Out What Your Product Means to Customers
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Episode 058 - The Digital Broker Podcast
Getting Serious About Niching: Introduction For Insurance Agencies
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Episode 039 - The Digital Broker Podcast
Agents’ Paradise: Designing A Work Environment For Insurance Agencies
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Episode 087 - The Digital Broker Podcast
Introduction to Video Marketing: Overcoming Initial Obstacles
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Episode 068 - The Digital Broker Podcast
The Digital Producer: How David W. Clausen Built a Lead Engine Online
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Episode 078 - The Digital Broker Podcast
The IT Dilemma: New Challenges, Old Habits
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Episode 055 - The Digital Broker Podcast
Measuring Performance For Insurance Agency Account Managers: Qualities To Look For
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Product Brochure
Indio
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Webinar
Remote Work: A Broker’s Guide to Operating Virtually
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Annual Report
State of Insurance Renewals
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Episode 108 - The Digital Broker Podcast
Virtual Meetings: Here to Stay
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Webinar
Agency Roundtable: Adapting Your Business for the Future
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Webinar
The Future of Commercial Lines Submissions
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Episode 105 - The Digital Broker Podcast
Leadership in Times of Crisis: Flexibility, Conviction, and Courage
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Episode 106 - The Digital Broker Podcast
The Power of a Podcast: Visibility, Authority, and Opportunity
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Episode 052 - The Digital Broker Podcast
Compensation Structures: How To Pay Insurance Agency Staff Fairly
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Episode 041 - The Digital Broker Podcast
How Insurance Agencies Can Profit From Small Commercial Lines
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Episode 053 - The Digital Broker Podcast
Account Manager Burnout: Is Your Insurance Agency Afflicted, And What To Do About It
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Episode 007 - The Digital Broker Podcast
Account Managers Are The Heart And Soul Of The Agency
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Episode 077 - The Digital Broker Podcast
Leadership, Revisited: Key Responsibilities of a Leader
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Episode 025 - The Digital Broker Podcast
How New Technology and Data Are Changing The Insurance Market (Featuring Frank Sentner)
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Episode 008 - The Digital Broker Podcast
APIs and Why Your Agency Should Care
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Episode 101 - The Digital Broker Podcast
COVID-19 and Insurance: What Your Agency Can Do
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Episode 090 - The Digital Broker Podcast
Surviving the “Wild West” of Insurtech: Tips from a Big Data Chief
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Episode 045 - The Digital Broker Podcast
Unlocking Agency Data: How Indio Uses Data To Help Agents Improve Customer Experience (Featuring Adam Bratt)
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Episode 098 - The Digital Broker Podcast
Offboarding: How to Leave an Agency Without Causing Damage
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Episode 096 - The Digital Broker Podcast
Can You Name The Three Types of Retention in Insurance?
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Episode 102 - The Digital Broker Podcast
Staying Productive During Lockdown: Advice from Olivia Schmitt
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Episode 073 - The Digital Broker Podcast
How Innovation (Really) Happens: Interview With Ron Glozman of Chisel AI
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Episode 062 - The Digital Broker Podcast
Work-Life Balance in the Insurance Industry
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Episode 027 - The Digital Broker Podcast
The Need For Speed For Insurance Agencies
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Episode 093 - The Digital Broker Podcast
Values Help Insurance Agencies Deliver Value in Uncertain Times
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Episode 064 - The Digital Broker Podcast
IT Support: Common Issues Affecting Insurance Agencies
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Episode 060 - The Digital Broker Podcast
Understanding Value From The Customer’s Point Of View
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Episode 040 - The Digital Broker Podcast
Anatomy Of The Perfect Workstation For Insurance Agents
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Episode 066 - The Digital Broker Podcast
The Renewal Process: Timing, Teamwork, And Communication
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Episode 034 - The Digital Broker Podcast
How To Become The Leader Your Agency Needs
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Episode 104 - The Digital Broker Podcast
Great Days at Work: How They Happen, How To Keep Them Coming
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Quiz
The Digital Future of Commercial Lines
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eBook
The Future Is Now: A Guide to Adapting Your Brokerage to the New Norm
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Video
Digital Submissions to Move the Needle for CalNonprofits
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Video
Bring Your Application and Renewal Process into the Digital Age
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Webinar
New Year, New Application and Renewal Process
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Webinar
The Modern Solution for the Insurance Application and Renewal Process