The Insurance Dream Podcast

Episode 147: How to choose the right Agency Management System for your Agency

In today's episode, Abe walks through 7 important considerations for Agency Owners to consider when looking for the perfect Agency Management System for their Agencies. 

Today's episode is sponsored by: https://theinsurancedream.com/agency-management-system 

Episode 146: How to choose the right Virtual Assistant Company

It today's episode, Abe reviews 7 important considerations for Agency Owners looking for a Virtual Assistant Company. 

Today's episode sponsored by Viva Virtual Assistance: https://theinsurancedream.com/virtual-assistants 

Episode 145: How to choose the right Payment Processing Company

In today's episode, we dive into 6 key factors to consider when selecting a payment processing company. 

 

Today's episode sponsored by Epay Policy: https://theinsurancedream.com/payment-processing

Episode 144: How to choose the right Premium Finance Company

In today's insurance meditation, we advise insurance agency owners on selecting a premium finance company. We talk about assessing financial stability, scrutinizing competitive terms, and prioritizing technological integration, customer service, and regulatory compliance to ensure a prosperous and reliable partnership in the insurance industry. The episode also encourages agency owners to consider reputation and make informed decisions aligned with their agency's goals.

Today's episode sponsored by Capital Premium Finance: https://theinsurancedream.com/premium-financing 

Episode 143: To the Agency Owners still answering their Agency’s phone

In today's episode, Abe talks about how to change your thinking to enable yourself to work ON your business, instead of IN your business. 

Today's episode is sponsored by ePay Policy: Better payments, built just for insurance. https://theinsurancedream.com/payment-processing 

Episode 142: Processing administrative tasks efficiently part4

In today's final episode of the "Processing administrative tasks efficiently" series, we talk about prioritization, task management, automating tasks utilizing technology integration, creating Standard Operating Procedures (SOP's), delegation & collaboration, and time management techniques. 

Today's episode sponsored by Viva Virtual Assistants: Insurance Trained VA's: https://theinsurancedream.com/virtual-assistants 

Episode 141: Processing administrative tasks efficiently part 3

In today's continuation of our series on processing administrative tasks efficiently, we talk about how important it is to have a full understanding of your administrative tasks so that you can create a workflow analysis and identify bottlenecks, redundant processes and time consuming tasks. 

 

Today's episode is sponsored by Hawksoft: The only AMS with a 97% recommendation rate. https://theinsurancedream.com/agency-management-system 

Episode 140: Processing administrative tasks efficiently part 2

Continuing on in our "Processing administrative tasks efficiently" series, today we talk about Brian Tracy's book "Eat That Frog" and the importance of getting those critical tasks, the ones you are most likely to procrastinate on, done first. 

Today's episode is sponsored by Capital Premium Finance: https://theinsurancedream.com/premium-financing 

Episode 139: Processing administrative tasks efficiently part 1

In today's episode, Abe talks about the benefits of processing your administrative tasks in bulk, taking after the concept Henry Ford pioneered of "One person, one job". 

Today's episode is sponsored by ePay Policy: Better payments, built just for insurance. https://theinsurancedream.com/payment-processing 

Episode 138: How to start your own Independent Insurance Agency, Part 5

In this final episode of our "How to start your own Independent Insurance Agency" series, we bring home the essential elements & wrap it all together. 

Today's episode sponsored by Viva Virtual Assistants: https://theinsurancedream.com/virtual-assistants