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In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Claudia McClain, the President and Founder of McClain Insurance Services. Claudia talks about utilizing technology in the insurance industry and shares the impact the pandemic has had on their agency.

Episode Highlights:

  • Claudia shares a little background of her agency. (2:38)
  • Claudia mentions what the three C’s stand for. (3:19)
  • How has technology been a huge part of her agency? (4:47)
  • Claudia mentions their agency is one of the first agencies that went paperless. (12:06)
  • What kind of technology platforms does Claudia utilize in their agency? (15:41)
  • Claudia shares the sequence steps that they’re building to reach their clients. (17:02)
  • Claudia shares about the culture they have in the agency. (23:23)
  • Claudia shares a story about their COVID initiative. (34:34)
  • Claudia mentions one of the other elements to consider about perpetuation. (55:20)

Tweetable Quotes:

  • “If we can’t be efficient, and we can’t deliver on the client’s expectations, which are, you know, becoming more and more demanding in terms of speed of response and the rest, we’re not going to be able to compete with some of the other options in the marketplace.” – Claudia McClain
  • “Embrace the technology early and deploy it to the degree that your customers accept it. If there are some hits and misses, sometimes the clients don’t want to necessarily adapt to certain technology, and their use at the end of the day has the final say on it. But for the most part, if we keep on moving and keep our minds open to whatever the next need of the client is, then we can stay relevant in their minds and continue to compete with the bigger guys.” – Claudia McClain
  • “My goal is to make sure that every person that joins the team, has the opportunity to grow to whatever level professionally they want. So, we’ll support them with all of the continuing education, but more importantly, try to encourage them, see their strengths, and try to encourage them to stretch a bit more, and move into a position that will result in more of a long-tenured career, and certainly a more profitable career to them.” – Claudia McClain

Resources Mentioned:

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