80% of agency and brokerage work does NOT require a license. This means that trained personnel can do this and allow licensed staff to do what they do best (sell and service clients).
In this episode of Profiles in Risk, I spoke with Sarah Muniz of Cover desk about the use of virtual assistants to help brokers and agents become more productive.
LISTEN HERE:
Audio Player
OR WATCH HERE:
CONNECT WITH SARAH MUNIZ:
LinkedIn – https://www.linkedin.com/in/sarah-muniz-a83b2794/
Cover Desk Hompage – https://coverdesk.com/
MENTIONED IN THIS EPISODE:
The new Journey singer – https://www.youtube.com/watch?v=FWC9MHgpL8U
Zoho CRM – https://www.zoho.com/
Headspace app – https://www.headspace.com/headspace-meditation-app
BOOKS RECOMMENDED BY SARAH:
Atomic Habits by James Clear – https://amzn.to/2ln0Z1G
The Psychology of Sales Call Reluctance – https://amzn.to/2llPZS5
SUBSCRIBE AT:
Buzzsprout RSS: http://www.buzzsprout.com/87086
Google Play: https://goo.gl/WMAvW4
iTunes: https://goo.gl/7SqwvP
Overcast: https://goo.gl/8b4cbD
Spotify: https://goo.gl/niAbGN
Stitcher: https://goo.gl/DmE7Mi
YouTube: https://goo.gl/1Turar
About Nicholas Lamparelli
Nick Lamparelli is a 20+ year veteran of the insurance wars. He has a unique vantage point on the insurance industry. From selling home & auto insurance, helping companies with commercial insurance, to being an underwriter with an excess & surplus lines wholesaler to catastrophe modeling Nick has wide experience in the industry. Over past 10 years, Nick has been focused on the insurance analytics of natural catastrophes and big data. Nick serves as our Chief Evangelist.
Nick Lamparelli is a 20+ year veteran of the insurance wars. He has a unique vantage point on the insurance industry. From selling home & auto insurance, helping companies with commercial insurance, to being an underwriter with an excess & surplus lines wholesaler to catastrophe modeling Nick has wide experience in the industry. Over past 10 years, Nick has been focused on the insurance analytics of natural catastrophes and big data. Nick serves as our Chief Evangelist.
