Topic

2020 Agent Panel

Topic Progress:

Object: In this topic we have 4 top producing agents here at PGI share their experiences in running their agency through the 5 Pillars. These agents discuss the following topics…

Sales: Lead determination v. generation, Where do you draw the line in the sand on accepting new business and servicing existing business considering loss ratios. Working with lead providers.

Retention- How agents are managing retention? Managing claims expectations. Leveraging emails campaign. Annual reviews.

Agency operations: Leveraging technology to train staff. Best practices.

Pipeline- Filling your pipeline

Carrier relationships- using service centers. Network.