• Mastering Agency Growth: Training VAs, Focusing on Profitability, and Leveraging AI with Zach Mefferd!

  • Oct 23 2024
  • Length: 45 mins
  • Podcast

Mastering Agency Growth: Training VAs, Focusing on Profitability, and Leveraging AI with Zach Mefferd!

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  • Summary

  • In this episode of the Insurance Producers Podcast, host Cyrus Jaffery is joined by Zach Mefferd to dive deep into strategies that drive success in the insurance industry. They discuss how to train virtual assistants (VAs) effectively by understanding their learning styles and why focusing on profitability is crucial rather than chasing shiny objects. Zach also breaks down the "Four Pillars of Success"—Be Nice, Tell the Truth, Be Available, and Care—that form the foundation of a thriving agency.

    In addition, they explore key insurance market indicators, the importance of tracking KPIs with Excel and automation, and the frustrations commercial producers face when competing with larger shops offering benefits and surety divisions. To top it off, they explain how AI simplifies life and expedites processes, making your agency more efficient. Tune in for actionable insights to help grow your agency!
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