In today’s episode of Agency Intelligence, host Jason Cass records a Valentine’s Day Special Facebook Live Event in which he interviews insurance power couple, Jeff Roy and Una Roy from Excalibur Insurance. They discuss the dynamics of being a couple within the workplace, maternity leave, differing insurance rates, and other details of the insurance business.

Show Notes:

• Introduction of Jeff and Una Roy, owners of Excalibur Insurance
• The dynamic of being a couple within an organization
• How the Roys work together
• They make sure to be themselves in both their personal and professional relationships
• They have an excellent support staff
• Why the two decided not to switch to Epic and stay with the Tam system
• The first things they do when they arrive at work
• Maternity leave happens very differently in Canada than in the United States
• They discuss the varying insurance rates among different companies
• The background of their company and their different roles within the company
• Setting boundaries at home and at work
• The couple discuss each other’s strengths and weaknesses
• How they get the most out of conferences and professional development by comparing notes
• The best insurance agents need to start understanding how to best utilize AI

3 Key Points:

1. Being a couple and working together can be amazing, but it takes a special relationship.
2. Being open, honest, and trusting are all very important for a positive work and home relationship.
3. AI won’t replace agents, but the agents that best incorporate AI will be the most competitive.

Key Quotes:

–   “We’re speaking, we’re learning, we’re sharing and we’re bringing back to our organization to make it even better.” – Una Roy
–  “You’ve got to make this evolution where everybody’s got unique roles.” – Jeff Roy
–  “There’s no more important team than starting at home with your family.” – Jeff Roy

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Jason Cass