The Great Independent Podcast - Pacific Crest Services

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Helping independent insurance agents start and build successful independent agencies. A PROVEN PATH TO GUIDE AND GROW YOUR INDEPENDENT INSURANCE PRACTICE. Become an independent insurance agent Florida Insurance Quote Texas Insurance Quote


    • Jun 16, 2020 LATEST EPISODE
    • infrequent NEW EPISODES
    • 28m AVG DURATION
    • 27 EPISODES


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    Latest episodes from The Great Independent Podcast - Pacific Crest Services

    Episode 29 - Agents Working Through COVID - Paula Whitehurst

    Play Episode Listen Later Jun 16, 2020 12:51


    Episode 29 - Agents Working Through COVID - Paula Whitehurst

    Episode 28 - Agents Working Through COVID

    Play Episode Listen Later May 13, 2020 26:36


    Episode 28 - Agents Working Through COVID

    Episode 27 - Risk Management with Elizabeth Langley

    Play Episode Listen Later Feb 15, 2019 16:26


    In this Episode we talk with Elizabeth Langley, a Financial Advisor. Elizabeth tells us what goes into managing her client portfolios and how Insurance products and relationships with agents play a key role. Enjoy!

    Episode 26 - Creating Partnerships with Koby Conrad

    Play Episode Listen Later Feb 15, 2019 14:55


    In this Episode, we sit down with Pacific Crest Insurance's Marketing Director, Koby Conrad and discuss best practices in creating key partnerships to grow your business. Enjoy!

    Episode 25 - Commercial University Updates with Mike Willits

    Play Episode Listen Later Jan 22, 2019 15:11


    In this episode Mike Willitis, our Commercial Lines Director updates us on some of the amazing results and feedback they are getting since the launch of the this program. Mike also comments on what he is seeing for the future of P&C agents and why commercial lines should be a pillar in their business. Enjoy!

    Episode 24 - Key Ingredients that make up a Successful Independent Insurance Agent

    Play Episode Listen Later Jan 10, 2019 14:13


    In this episode, Marcus Flesher talks about what top characteristics (ingredients) he sees in today's successful independent insurance agents.

    Episode 23 - Marketing & Growing Your Agency

    Play Episode Listen Later Dec 19, 2018 37:25


    In this episode we sit down with Pacific Crest Insurance's Marketing Director Koby Conrad and Agency Development Director Marcus Flesher to discuss what agents should be focusing on when it comes to marketing and growing their business. Koby covers what will actually make an impact right away and it's actually easier than you may think. Enjoy!

    Episode 22 - Book Ownership

    Play Episode Listen Later Dec 17, 2018 35:58


    In this episode of the Great Independent Podcast, we talk with Marcus Flesher on the topic of Book Ownership and what you should be looking for when partnering with an aggregator.

    Financial Planner Program

    Play Episode Listen Later Nov 8, 2018 10:32


    Shawn Webb Introduces the new Financial Planner Program and how to learn more.

    Episode 21 - Commercial University

    Play Episode Listen Later Sep 25, 2018 21:37


    In this Episode, we introduce Mike Willits, Director or Commercial Lines for Pacific Crest Independent Insurance Alliance. Mike gives us a look into the new Commercial University and explains why NOW is an amazing time in the industry to be building a commercial book of business. Huge insights here and a MUST listen for Independent Insurance Agents.

    Episode 20 - Why Join An Aggregator

    Play Episode Listen Later Aug 30, 2018 29:45


    In this episode of the Great Independent Podcast we talk with our very own Marcus Flesher on the reasons an agent should join an aggregator and things to look for when considering your options.

    Episode 19 – Documentation

    Play Episode Listen Later Apr 9, 2018 30:07


    Tracy Kyle, a CSR of 30+ years and Pacific Crest's current in-house trainer, discusses the importance of documenting a client file every time it's opened. She breaks down the who, what, when, where and why's for independent insurance agents to follow for best practice.

    Episode 18 – Systems Training

    Play Episode Listen Later Feb 15, 2018 11:46


    This episode takes a look at how new independent insurance agents are integrated into the systems and technology they have to learn. Pacific Crest Insurance provides sufficient training for their new independent agents, but also recommend a variety of supplemental platforms that agents can turn to when looking to learn on their own.

    Episode 16 – Staffing

    Play Episode Listen Later Oct 10, 2017 34:06


    Episode 15 – Underwriting

    Play Episode Listen Later Oct 3, 2017 25:27


    Nathan Capps, a former underwriter for Safeco turned Independent Agent, joins the show. He discusses his experience as a company underwriter and how it helps him now that he's an independent agent with Pacific Crest.

    Episode 14 – Travelers Insurance App

    Play Episode Listen Later Sep 26, 2017 22:27


    Latest episode of The Great Independent

    Episode 13 – Travelers Insurance Industry Trends

    Play Episode Listen Later Sep 19, 2017 48:46


    Latest episode of The Great Independent

    Episode 12 – Travelers Insurance and Digital Marketing

    Play Episode Listen Later Sep 18, 2017 39:41


    Episode 11 – Travelers Insurance Sales Executives

    Play Episode Listen Later Sep 5, 2017 30:24


    Episode 10 – Shane Albee and California Independent Agents

    Play Episode Listen Later Aug 29, 2017 28:18


    Episode 9 – Laird Rixford – Websites for Insurance Agents

    Play Episode Listen Later Aug 22, 2017 34:47


    Episode 7 – Cold Calling

    Play Episode Listen Later Aug 1, 2017 31:36


    Episode 6 – Safeco Marketing

    Play Episode Listen Later Jul 25, 2017 73:40


    Episode 5 – Texas Farmers Agents

    Play Episode Listen Later Jul 17, 2017 35:19


    Episode 4 – The Nuances of Florida

    Play Episode Listen Later Jul 12, 2017 27:24


    Episode 3 – FAQ's

    Play Episode Listen Later Jun 20, 2017 29:34


    Episode 2 – Carrier Appointments

    Play Episode Listen Later Jun 5, 2017 28:22


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