Online Leads Are More Predictable Success Than Referrals Says Katlyn Eggar

by | June 30, 2020



In this episode of Agency Intelligence podcast, host Jason Cass interviews Katlyn Eggar, the Director of Education and Development at Quantum Assurance International. Katlyn talks about how she opened her first insurance agency and how she strategizes, plans, and produces the onboarding program to keep the team at Quantum in providing a world-class experience.

Episode Highlights:

  • Jason introduces Katlyn Eggar. (3:30)
  • Is Katlyn an iPhone or an Android user? (5:06)
  • Does Katlyn love to win or hate to lose? (5:26)
  • What does Katlyn attribute to her success, skill or luck? (5:56)
  • Katlyn talks about her previous jobs. (9:39)
  • Katlyn shares how she met her husband. (12:43)
  • Katlyn talks about opening their first insurance agency in 2011. (13:24)
  • Katlyn shares that they use Allstate agency as their carrier. (13:32)
  • How was their first year in the insurance industry look like? (14:07)
  • Does Jason think Katlyn and her team did a successful job in their first year? (14:41)
  • Jason says that 83% of the commercial insurance that’s in the United States is controlled by an independent insurance agent. (20:12)
  • Katlyn thinks that there’s a lot of misconception about internet leads that hold back agencies from delivering to a wider audience. (23:57)
  • What is Katlyn’s current job title? (31:22)
  • Katlyn shares that she goes to work and strategize, plan, and produce the onboarding program, the talent development program for the different channels within Quantum. (31:33)
  • Katlyn shares that they have a virtual student experience through Quantum University online. (32:15)
  • Katlyn explains more about “learning transfer”. (36:07)

Key Quotes:

  • “ I don’t know if people think they have to be more aggressive in selling internet lead. You have to be assertive, but you don’t have to be aggressive. You have to be strategic. You have to be able to manage the conversation.” – Katlyn Eggar
  • “The core of who we are at Quantum is we care about quality and we care about people.” – Katlyn Eggar
  • “I know the struggle, I know the blood, sweat, and tears. I know the passion and the heart that you put into growing your people. And at the end of the day, you want what’s best for your clients.” – Katlyn Eggar

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