Episode Synopsis "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.

Listen "Episode 18 – Systems Training"

More episodes of the podcast The Great Independent Podcast - Pacific Crest Services

• Episode 29 - Agents Working Through COVID - Paula Whitehurst
• Episode 28 - Agents Working Through COVID
• Episode 27 - Risk Management with Elizabeth Langley
• Episode 26 - Creating Partnerships with Koby Conrad
• Episode 25 - Commercial University Updates with Mike Willits
• Episode 24 - Key Ingredients that make up a Successful Independent Insurance Agent
• Episode 23 - Marketing & Growing Your Agency
• Episode 22 - Book Ownership
• Financial Planner Program
• Episode 21 - Commercial University
• Episode 20 - Why Join An Aggregator
• Episode 19 – Documentation
• Episode 18 – Systems Training
• Episode 16 – Staffing
• Episode 15 – Underwriting
• Episode 14 – Travelers Insurance App
• Episode 13 – Travelers Insurance Industry Trends
• Episode 12 – Travelers Insurance and Digital Marketing
• Episode 11 – Travelers Insurance Sales Executives
• Episode 10 – Shane Albee and California Independent Agents
• Episode 9 – Laird Rixford – Websites for Insurance Agents
• Episode 7 – Cold Calling
• Episode 6 – Safeco Marketing
• Episode 5 – Texas Farmers Agents
• Episode 4 – The Nuances of Florida
• Episode 3 – FAQ’s
• Episode 2 – Carrier Appointments