ATO Podcast
My Name is Brad Boldt, Owner of Ameriguard Insurance Agency. My mission on this podcast is to help insurance agencies become bigger, better, stronger business owners. Most of us are insurance agents that evolve into owning a business. Becoming a business owner is often an after thought. By developing as a well rounded business owner earlier, we can avoid some costly mistakes. I'll be interviewing insurance agents, insurance companies and insurance professionals from across the country to help us grow together. We'll be discussing marketing, growth, hiring, acquisitions, challenges, mistakes and wins. Enjoy!!
ATO Podcast
#73 Hiring & Training with Vonda Copeland
It was great to connect with Vonda in this episode. Vonda is an operations specialist Vonda has been working on, improving the Operations for over 20 years. In 2023 Vonda hired 17 people. We discussed at length the process of onboarding so many people in such a short period. We also discussed how she has transitioned the agency to a tech forward company. This is a great episode to hear about educating, training, improving your team. Enjoy!
https://www.linkedin.com/in/vondacopeland/
🕒 0:01 - 🏢 Integrating acquired locations into a centralized accounting system.
🕒 2:49 - 🔄 Embracing change and improving efficiency in a real estate agency.
🕒 7:32 - 🤝 Hiring process and staffing challenges in a community-based agency.
🕒 13:07 - 💻 Remote work's impact on team dynamics and learning.
🕒 17:14 - 🌐 Remote work processes and quality assurance.
🕒 20:13 - 🏆 Using a software platform to recognize and support employees.
🕒 26:32 - 🎓 Training and support for new insurance agents.
🕒 31:27 - 🔒 Retention strategies for insurance agents.
🕒 36:35 - 📱 Technology use in insurance agency.
🕒 40:42 - 📚 Improving employee training and communication within an insurance agency.
🕒 46:48 - 🔄(Repeat) Embracing change and improving efficiency in a real estate agency.
