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 Joy Justus, SVP, Customer Experience at ThinkHR. Joy talks about her journey in the learning management system and her favorite wins at ThinkHR.
Episode Highlights:
- Joy shares her background in the insurance industry. (2:06)
- Joy mentions her current role at ThinkHR. (2:44)
- Joy shares how her insurance background is going to help her position with ThinkHR. (3:32)
- Joy mentions why learning the management system and content are what keeps people around. (8:04)
- Joy explains what’s unique about their handbook. (11:41)
- Joy gives an idea of what people should expect from ThinkHR. (16:54)
- What does Joy find to be the biggest hurdle that agencies have in getting their clients to adopt their platform? (18:43)
- Joy shares what a best-in-class onboarding process for ThinkHR looks like. (22:16)
- Joy mentions some of her favorite wins at ThinkHR. (32:40)
- What’s the most creative way that Joy has seen somebody win a piece of business using their product? (33:43)
Tweetable Quotes:
- “We are committed to innovation. It is driven by the feedback from our partners and what’s going on out in the marketplace. We are trying to stay steps ahead of what we’re seeing in terms of trends.” – Joy Justus
- “I think people feel like they have the ability to talk to someone and an expert advisor’s capacity is important. What keeps people around is truly the learning management system and the content.” – Joy Justus
- “I always tell agents, you don’t want to sit up on the shelf, bake this into your renewal process. Your clients listen to you not the third party partner. If you’re not reinstalling, reeducating, and refamiliarizing your clients at mid-years, you need to be doing that.” – Joy Justus
Resources Mentioned:
Kyle Houck
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