Kat Ternes of Agency Zoom: The Key Component to Hitting Your Goals

Insurance Agency Trendsetters

09-03-2021 • 34 mins

#023 – In today’s episode, George and Charlotte talk with Kat Ternes, VP of Revenue at Agency Zoom, about the one step in goal setting most people forget about and how it can make all the difference in the success of your agency.

Just some of what’s covered in today’s discussion:

Most agency owners are great at two of the three key steps in goal setting. It’s the critical third step that can make the difference between achieving a goal and missing it.

Agency zoom is helping agency owners see if their goals are being met and what’s working the best.

Are you optimizing your business?  You may already have enough leads. But do you know which leads are producing the most clients or the best clients?

Do you know when you need humanize the buyer’s experience and how?

When you do, you’ll have...

For full show notes go to:

www. Insuranceagencytrendsetters.com/023

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