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The Great Independent Podcast - Pacific Crest Services

The Great Independent Podcast - Pacific Crest Services

By Pacific Crest Services
Helping independent insurance agents start and build successful independent agencies.
Episode 29 - Agents Working Through COVID - Paula Whitehurst
Episode 29 - Agents Working Through COVID - Paula Whitehurst
June 16, 2020
Episode 28 - Agents Working Through COVID
Episode 28 - Agents Working Through COVID
May 13, 2020
Episode 27 - Risk Management with Elizabeth Langley
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.  Enjoy!
February 15, 2019
Episode 26 - Creating Partnerships with Koby Conrad
In this Episode, we sit down with Pacific Crest Insurance's Marketing Director, Koby Conrad and discuss best practices in creating key partnerships to grow your business. Enjoy! 
February 15, 2019
Episode 25 - Commercial University Updates with Mike Willits
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.  Enjoy!
January 22, 2019
Episode 24 - Key Ingredients that make up a Successful Independent Insurance Agent
In this episode, Marcus Flesher talks about what top characteristics (ingredients) he sees in today's successful independent insurance agents. 
January 10, 2019
Episode 23 - Marketing & Growing Your Agency
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!
December 19, 2018
Episode 22 - Book Ownership
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.
December 17, 2018
Financial Planner Program
Shawn Webb Introduces the new Financial Planner Program and how to learn more.
November 8, 2018
Episode 21 - Commercial University
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.
September 25, 2018
Episode 20 - Why Join An Aggregator
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.
August 30, 2018
Episode 19 – Documentation
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.
April 9, 2018
Episode 18 – Systems Training
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.
February 15, 2018
Episode 16 – Staffing
October 10, 2017
Episode 15 – Underwriting
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.
October 3, 2017
Episode 14 – Travelers Insurance App
Latest episode of The Great Independent
September 26, 2017
Episode 13 – Travelers Insurance Industry Trends
Latest episode of The Great Independent
September 19, 2017
Episode 7 – Cold Calling
August 1, 2017
Episode 6 – Safeco Marketing
July 25, 2017
Episode 3 – FAQ’s
June 20, 2017