Inside a Scratch Agency- Fast Forward 21 Years

by | March 8, 2021

SUBSCRIBE ON


Subscribe

In this episode of the Age of Indiependence podcast, host Katlyn Eggar interviews Patty Lares, the CEO of AA Lares Insurance Services. Patty shares how she built her agency from scratch and how they are still seeing success 21 years later. Learn how to layer on new team members strategically, 3 things to know about marketing, and why we want to help people find an insurance career by design and not by accident.

Episode Highlights:

  • Patty gives a little background about her team and her agency. (5:17)
  • How has Patty’s agency grown over the past 20 years? (7:02)
  • Patty shares how she’s developed her business using the power of threes. (9:46)
  • Patty gives insight on her social media branding strategies. (11:32)
  • Patty shares how in-office promotions have boosted team morale. (14:10)
  • How does Patty streamline roles within her agency? (16:17)
  • How does Patty’s customer service team feel about cross-sales, upsells, and rounding out accounts? (25:26)
  • What is Patty’s advice for those considering careers in the insurance industry? (43:47)

Key Quotes:

  • “What I’ve seen from my entire team over and over is…‘When are we doing the next promotion? What are we going to do?’ You’re getting them involved and getting them excited to learn to give back. It doesn’t mean it’s just money. You can give back with your knowledge. You can give back by supporting other organizations within your community. – Patty Lares
  • “If any agent out there has not taken that step of stepping into more social media or just automation, and learning more of the new technology that’s out there….You know, it brings so much opportunity for growth.” – Patty Lares
  • As a leader of an organization, you must constantly be speaking about it. But more than that, showing them the value and focusing on the value. What’s the value for the client? Because it’s not about me, it’s about you. If you’re constantly speaking that way and showing up that way… we can say all we want and tell our team to do certain things. But, if we’re not showing up that way, they’re not going to do it either. – Patty Lares

Resources Mentioned:

Pin It on Pinterest