In this Episode we talk with Elizabeth Langley, a Financial Advisor. Elizabeth tells us what goes into managing her client portfolios and how Insurance products and relationships with agents play a key role.
In this episode Mike Willitis, our Commercial Lines Director updates us on some of the amazing results and feedback they are getting since the launch of the this program. Mike also comments on what he is seeing for the future of P&C agents and why commercial lines should be a pillar in their business.
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.
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.
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.
This episode takes a look at how new independent insurance agents are integrated into the systems and technology they have to learn. Pacific Crest Insurance provides sufficient training for their new independent agents, but also recommend a variety of supplemental platforms that agents can turn to when looking to learn on their own.
Nathan Capps, a former underwriter for Safeco turned Independent Agent, joins the show. He discusses his experience as a company underwriter and how it helps him now that he's an independent agent with Pacific Crest.