Should you fire clients? Yep.
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In this episode of Agency Intelligence podcast, Jason Cass speaks with Erik Garcia of Garcia Insurance Services in New Orleans, about the importance of establishing specific processes and workflows for your insurance agency.
These two insurance business owners get their creative juices flowing with tips on which apps and services help with work, and which books inspire their methods.
They examine teamwork, automation, and customer renewals. Jason Cass and Eric Garcia even speak about situations that call for firing clients to justify the time spent and the revenue associated with that time.
Jason Cass is a thought leader, speaker, agency owner and champion for the independent insurance industry. He is the founder of Agency Intelligence (AI), a place where insurance agents and agency owners can connect, share knowledge and work together to improve their agencies and move the industry forward.
Jason hosts two major insurance podcast series, Agent’s Influence and Agency Intelligence where he talks with those that influence the insurance industry and connects with independent insurance agents all over the country. He is also the author of the Amazon Bestselling book, Customer Service is Just Foreplay, and is working on his second book titled, The Great Separator.