In this episode we sit down with Pacific Crest Insurance’s Marketing Director Koby Conrad and Agency Development Director Marcus Flesher to discuss what agents should be focusing on when it comes to marketing and growing their business. Koby covers what will actually make an impact right away and it’s actually easier than you may think.
Enjoy!
In this episode of the Great Independent Podcast, we talk with Marcus Flesher on the topic of Book Ownership and what you should be looking for when partnering with an aggregator.
Shawn Webb Introduces the new Financial Planner Program and how to learn more.
In this Episode, we introduce Mike Willits, Director or Commercial Lines for Pacific Crest Independent Insurance Alliance. Mike gives us a look into the new Commercial University and explains why NOW is an amazing time in the industry to be building a commercial book of business. Huge insights here and a MUST listen for Independent Insurance Agents.
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.
