Episode Synopsis "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.

Listen "Episode 19 – Documentation"

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