ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Is There a Fair Way to Distribute the Accounts of a Retiring Producer?"
Episode Synopsis
Beverage – French 75
Part 1: How do you make a judgement call on whether a lead is good or bad?
Part 2: What should agency leaders consider when splitting up a book of business?
In this episode, Justin and Jordan debate what makes an account a less than desirable risk for the agency and what role data plays when determining if incoming leads require more effort than they are worth. They also discuss what factors matter most when an agency needs to transition accounts from a producer who is nearing retirement.
Part 1: How do you make a judgement call on whether a lead is good or bad?
Part 2: What should agency leaders consider when splitting up a book of business?
In this episode, Justin and Jordan debate what makes an account a less than desirable risk for the agency and what role data plays when determining if incoming leads require more effort than they are worth. They also discuss what factors matter most when an agency needs to transition accounts from a producer who is nearing retirement.
More episodes of the podcast The Independent Agent
Season 1 Finale
26/10/2020
Can You Teach an Old Agency New Tricks?
19/10/2020
Which Niche is Which?
12/10/2020
Is A Client Sign Off Truly Necessary?
31/08/2020
In God we trust