The Insurance Dream Podcast

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) 

Episode 305: Systems & Processes Series: Sales

In today's episode, Abe talks about the importance of having a system & process for sales within your Agency. 

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

Episode 304: CA's Insurance Commissioner is in hot water

In today's episode, Abe talks about how California's Insurance Commissioner is in hot water for his no call/no show when it comes to California's Insurance Crisis. 

 

Premium Financing | The Insurance Dream

Episode 303: How to avoid the most common 4th of July claims

In today's episode Abe talks about the top 4th of July Insurance claims and how to avoid them.

Today's episode sponsored by the payment processing company that won't give you headaches: Payment Processing | The Insurance Dream 

Episode 302: 10 States where Homeowners premiums are rising the fastest

In today's episode, Abe talk about the 10 states where homeowners premiums are rising the fastest, giving you talking points to cover with your insureds while discussing premium increases we're all experiencing. 

Today's episode sponsored by:

Virtual Assistants | The Insurance Dream