Power Women In Insurance: Leveling up Agency Systems With SiegeAOS!
Agency Intelligence
English - September 01, 2021 09:00 - 40 minutes - ★★★★★ - 44 ratingsManagement Business Technology independentinsuranceagent insurance insuranceagency insuranceagents insuranceprofessional jasoncass jasondcass Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In this episode of Power Women In Insurance, Teresa Kitchens sits down with Rachel Robison, MBA, Chief Executive Officer at Siege Technology Solutions, Inc. Teresa and Rachel chat about the necessity of technology in the insurance space and how it impacts clients, team members, and even the resale value of the agency.
Episode Highlights:
Rachel mentions her interest in the technology industry. (4:43)
Rachel shares how she randomly got into the industry. (5:39)
Rachel mentions what she loves about being in the commercial insurance space. (6:54)
Rachel explains how the CRM they built works. (10:03)
What were some of the goals they’ve achieved for their agency? (13:01)
Rachel shares what her missions for Siege Technology Solutions, Inc are. (16:13)
How does Rachel help agents to manage their time and resources? (21:37)
Rachel mentions her vision for agency owners. (33:04)
Key Quotes:
“I started out personal, and ended up commercial. I love the commercial aspects of things, just because there's always something different, something unique. It was always a challenge, always something different to learn.” - Rachel Robison
“Finding qualified leads is difficult. But, then also, once you get those leads, having a good way to be able to continuously connect with them, and to follow up with them and to nurture those leads.” - Rachel Robison
“The ones that adopt early, they're gonna have such a competitive advantage in the market, and then the ones that come in are eventually gonna get pulled along by the time. So, I think within the next five years, you'll see the majority of agencies are going to be on some sort of CRM based system.” - Rachel Robison
Resources Mentioned:
Rachel Robison, MBA LinkedIn
Email- Rachel Robison
Siege Technology Solutions, Inc.
Contact Teresa Kitchens
Sterling Insurance Group
In this episode of Power Women In Insurance, Teresa Kitchens sits down with Rachel Robison, MBA, Chief Executive Officer at Siege Technology Solutions, Inc. Teresa and Rachel chat about the necessity of technology in the insurance space and how it impacts clients, team members, and even the resale value of the agency.
Episode Highlights:
Rachel mentions her interest in the technology industry. (4:43)
Rachel shares how she randomly got into the industry. (5:39)
Rachel mentions what she loves about being in the commercial insurance space. (6:54)
Rachel explains how the CRM they built works. (10:03)
What were some of the goals they’ve achieved for their agency? (13:01)
Rachel shares what her missions for Siege Technology Solutions, Inc are. (16:13)
How does Rachel help agents to manage their time and resources? (21:37)
Rachel mentions her vision for agency owners. (33:04)
Key Quotes:
“I started out personal, and ended up commercial. I love the commercial aspects of things, just because there's always something different, something unique. It was always a challenge, always something different to learn.” - Rachel Robison
“Finding qualified leads is difficult. But, then also, once you get those leads, having a good way to be able to continuously connect with them, and to follow up with them and to nurture those leads.” - Rachel Robison
“The ones that adopt early, they're gonna have such a competitive advantage in the market, and then the ones that come in are eventually gonna get pulled along by the time. So, I think within the next five years, you'll see the majority of agencies are going to be on some sort of CRM based system.” - Rachel Robison
Resources Mentioned:
Rachel Robison, MBA LinkedIn
Email- Rachel Robison