Facebook
Twitter
LinkedIn

In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck are joined by David Lefevre, Owner of SalesPWR. They discuss how to utilize your CRM for service functions in the agency.

Episode Highlights:

  • David Lefevre mentions that HubSpot comes with a generic CRM. (1:40)
  • David Carothers mentions what he likes about the way the service piece is done. (3:12)
  • David Lefevre shares some of the ways to utilize CRM from a service aspect. (6:51)
  • David Lefevre mentions why it’s significant to have a certificate of insurance. (7:32)
  • David Lefevre shares how to utilize chatbots. (9:30)

Tweetable Quotes:

  • “We want to drive client experience. We want people to realize that we do business differently.” – David Carothers
  • “You just got to think it through completely before you make that switch. If you think it through and it makes sense to do it, act on the endeavor to persevere and make it happen.” – David Lefevre
  • “I’m more than willing to spend a few minutes just throwing out ideas and sharing what I think might be a good route to go.” – David Lefevre

Resources Mentioned:

The Power Producers Podcast where we are refining and redefining the sales game.

Kyle Houck

Culture

Intentional Culture: How to Build Connection and Engagement in a Remote Insurance Agency

As someone who trains commercial insurance producers nationwide, I’ve seen firsthand that remote success hinges not just on tools and workflows, but on people feeling heard, supported, and connected. This post explores the key strategies that agency leaders can use to build emotional connection and employee engagement in a remote insurance agency, using lessons drawn from real-world experience and thoughtful leadership.

Read More »