))
Episode 25 - From Onboarding to Perpetuation: Comprehensive Support for Agency Success
Manage episode 440615825 series 3406818
Contenu fourni par Amanda Yaniz. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Amanda Yaniz ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
In this episode, Kelsey sits down with Jenny McNulty to discuss the comprehensive range of support services available to new and established insurance agencies. They explore the hands-on guidance provided for new agency onboarding, covering essential steps like securing carrier codes and developing sound business strategies. Kelsey deep dives into the different ways she assists members with their digital strategy while Jenny highlights the long-term mentorship offered to agencies, including assistance with employee contracts, producer agreements, buy-sell agreements, and perpetuation planning. Whether you're just starting or planning for the future, this episode offers valuable insights into the ongoing support available to help agencies succeed at every stage.
Tune in to learn all the ways Chicagoland SIA assists your agency’s growth, evolution, and long-term success!
26 episodes
Partager
