The Insurance Dream Podcast

Episode 315: Are your cyber liability policies poised to cover your clients of cost you an E&O claim?

In today's episode, Abe talks about Friday's CrowdStrike outage and how it may be setting up some Agencies for a big E&O exposure. 

Today's episode sponsored by: Agency Management System | The Insurance Dream 

Episode 314: Office Efficiency: Being Nimble

In today's episode, Abe talks about the importance of being nimble and willing to make a change when you spot an inefficiency (No matter how much time you've spent on it!).

Today's episode sponsored by: Premium Financing | The Insurance Dream 

Episode 313: Office Efficiency: Moving Staff

In today's episode, Abe talks about how to solve one of the biggest financial & efficiency drains Agencies face in 2024: Staff.

Toady's episode sponsored by: Payment Processing | The Insurance Dream 

Episode 312: Office Efficiency: Maintaining Data & Spreadsheets

In today's episode, Abe talks about how the data you collect on your Agency is only as good as how you use it. 

Today's episode sponsored by: Virtual Assistants | The Insurance Dream 

Episode 311: Office Efficiency: Spreadsheets

In today's episode, Abe talks about how spreadsheets can play a pivotal role in your Agency's efficiency. 

Today's episode sponsored by: Digital Marketing (theinsurancedream.com) 

Episode 310: Office Efficiency: Data

In today's first part of Abe's five part series on "Office Efficiency", Abe talks about the one pin all efficiencies orbit around: Data.

Today's episode sponsored by: Agency Management System | The Insurance Dream 

Episode 309: Systems & Processes Series: Certificates

In today's episode Abe talks about how to build an efficient system around certificate of insurance requests. 

Today's episode sponsored by: Premium Financing | The Insurance Dream 

Episode 308: Systems & Processes Series: Endorsements & Underwriting Correspondence

In today's episode Abe talks about how much of his day endorsements and underwriting correspondence takes up of his time, and how he does it. 

Today's episode sponsored by: Payment Processing | The Insurance Dream 

Episode 307: Systems & Processes Series: Binds

What happens when a customer wants to buy an Insurance Policy at your Agency? Here's what happens in mine. 
Today's episode sponsored by: Virtual Assistants | The Insurance Dream 

Episode 306: Systems & Processes Series: Quotes

In today's episode, Abe talks about how to develop an efficient system & process for the quotes that come into your Agency. 

Today's episode sponsored by: Digital Marketing (theinsurancedream.com)