The Insurance Certificate Hack for Winning Prospects
April 3, 2024
I am back in the saddle now that I’m off the road, and this content is going to come to you fast and furious. Today
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In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview James Castell, the Director of Sales and Marketing at Castell Insurance. James talks about his approach in utilizing technology and how the pandemic has made an impact on their agency.
Episode Highlights:
- How did the pandemic affect James? (4:40)
- James mentions their PNC side. (5:37)
- James shares what he likes about utilizing video. (9:06)
- What other works have James done in the agency to make it more efficient? (10:22)
- James mentions their online enrollment platform. (10:41)
- James shares his involvement in the community strategy. (17:18)
- James mentions the program he conceptualized from the athlete of the week program. (26:54)
- James shares the conversation he had with Gabe. (31:50)
Tweetable Quotes:
- “We were brick and mortar and we had filing cabinets for everything as of five years ago. Part of my passion as I came on was we needed to digitize and move forward. We switched everything to digital and scanning, then uploaded it to the cloud. Everything’s done electronically.” – James Castell
- “I just want my chicken fried steak on the plate, I don’t really care how you batter and fry it. I just want it to taste good and that’s the same customer experience that we’re trying to provide. They don’t really care for a Magic Man or automation, they just want it to be done.” – James Castell
- “When I’m feeling good and happy to come to work and that I’m making an impact I see is valuable, everyone feels good about that aspect.” – James Castell
Resources Mentioned:
Kyle Houck
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