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Separate Process from Service Before You Can't
Tue, Jun 23 @ 2:00 PM - 3:00 PM ET
Free for Basic & Full Access Agency Subscribers
The economics of running an insurance agency have fundamentally changed, and the old model of having service professionals manage or perform process work is no longer sustainable. Agencies that separate insurance process from insurance service are seeing better client experiences, higher team satisfaction, and margins that simply can't be achieved any other way.
Join Seth Zaremba, b atomic, as he makes the case for why the shift is already happening and why the only question is whether it happens to you or by you.
What You’ll Learn:
- The new math of agency unit economics and why the old model is breaking
- How removing human processing from routine transactions actually increases retention while employee burnout, and what that means for your bottom line
- How to achieve industry-best agency margins on your most expensive operational line item
- How to manage process through AMS data, VoIP, and email to drive the lowest cost per transaction
Why It Matters:
A shift in both customer expectations and carrier requirements is redefining what operational efficiency looks like for independent agencies. The agencies that act now will set the standard. Those that don't will find the decision made for them.
Come Prepared:
Before attending, take a few minutes to pull these two numbers from your agency:
- Total number of activities your agency completed over the past year
- Your annual service team payroll
You'll use them during the session — and they may change how you see your operations.
Speakers:
Seth Zaremba |
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