Jes Lipson: The Lost Art of Keeping in Touch

Insurance Agency Trendsetters

English - April 05, 2022 14:00 - 48 minutes - 33.6 MB
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Previous Episode: Diane Wagner: Designing the Path from Exclusive Agent to Independent Agent

Next Episode: Ron Berg: How ACT Helps Agencies Leverage Technology to Build Agency Value

#037 — Jes Lipson, CEO of Levitate joins us to talk about the lost art of keeping in touch and how doing it the right way can spur higher sales and higher agency value.

Just some of what we cover in our discussion:

The problem with most email services todayHow you can stay top of mind with your prospects and customersThe difference between networking and building relationshipsA surprise use for Levitate — what he calls “black belt mode”What’s coming next for Levitate users

We also talk about the key advantage small agencies have over larger agencies that few leverage to win more accounts.

For full show notes and previous podcast episodes go to:

www. Insuranceagencytrendsetters.com/037

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Links:

Find out more about Levitate: Levitate.ai