Episode Synopsis "Taking Stock"

2023 was a challenging year for the insurance industry and insurance agents, to say the least. In this episode of IATS, Doug Coombs invites listeners to take stock of their current situation and discusses items to consider as we head into the new year. The approach is not to provide a series of recommendations, but to ask, “Have you considered this?” as a means for helping your agency succeed next year and beyond. Tune in for some ideas – and the chance to ponder a few concepts that might be applicable to your agency.

Listen "Taking Stock"

More episodes of the podcast Insurance Agents Talk Shop

• Taking Stock
• Improving Retention With Cross-Selling
• Preparing to Sell Commercial Lines
• Insights and Inspiration from IA Evolve 2023
• Maintaining Strong Carrier Connections: A Conversation with Jeff Bair
• Laying the Groundwork for a Powerful Digital Strategy
• Paving the Way for Agency Transformation at IA Evolve
• A Deep Dive Into Aggregators Clusters and Networks
• What’s In A Brand - Part 2
• What’s In A Brand – Part 1
• The Future of SIAA – What it means for members, prospects and the insurance industry
• Applied Systems has Acquired EZLynx – What are the Implications?
• Bundling an Agency with Other Lines of Business
• A Singular Focus – Success with Commercial Lines
• Owning & Managing a Successful Independent Agency
• One Agency’s Path to Independence.
• Successfully Navigating from Captive Agency to Independent Agency.
• A Mobile App Makes Sense Now More Than Ever.
• Agency Perspective on the Current Marketplace.
• The Role of the Wholesale/Brokerage Firm in Insurance Agencies.
• Let’s Talk Video for the Rest of Us
• Life Insurance is Not a Taboo Subject!
• Branding a Family Business
• The Pilot