2020 Agent Panel
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.