Investing in the Client Journey Paid Off For This Agency

Joanna Paredes, Quality Assurance Manager, Swingle Collins & Associates

 

Swingle Collins & Associates is one of the largest privately owned agencies in Texas. Like any other agency in the modern era, getting to the next level meant change, and change can be hard.

 

Listen to this discussion to learn how a well established agency embraced modern communication to not just meet the expectations of today’s consumers, but win the hearts and support of their

producers.

• How Joanna used automation to improve client satisfaction and boost retention
• Tips to increase policy per client count
• How this agency implemented automation in a way that won the hearts of their own producers

 

If you’re trying to make new tech work in your agency, or if you need to win support from your team to make change stick, do not miss this episode. 

 

Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.