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#131 - The Client-Centric Approach to Agency Acquisitions w/ John Darr

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Manage episode 497198192 series 3442488
Content provided by Lindsay Sexton & Carey Wallace, Lindsay Sexton, and Carey Wallace. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lindsay Sexton & Carey Wallace, Lindsay Sexton, and Carey Wallace or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, Lindsay and Carey sit down with John Darr, the president and founder of Darr Schackow Insurance, to discuss the intricacies of agency acquisitions in the insurance industry. They explore the impact of acquisitions on client relationships, the importance of communication during transitions, and the challenges of maintaining a consistent claims process. John shares valuable insights from his extensive experience in acquiring agencies, emphasizing the need for a strategic approach that prioritizes the customer experience. The discussion highlights the significance of understanding client expectations and the necessity of having a clear plan for integrating new agencies into existing operations.

Sponsored by AgencyPoint

This episode is brought to you by AgencyPoint, your full-service partner for Accounting, Tax, Legal, and HR solutions built specifically for insurance agencies. AgencyPoint helps independent agencies streamline operations, stay compliant, and make confident financial decisions. Learn more at https://www.myagencypoint.com/partners/insurancerefocused
Connect with us:
Follow AgencyFocus for more conversations that help agency owners build clarity, confidence, and long-term value. Learn more at https://agency-focus.com/
Show previously named Insurance Refocused

  continue reading

146 episodes

Artwork
iconShare
 
Manage episode 497198192 series 3442488
Content provided by Lindsay Sexton & Carey Wallace, Lindsay Sexton, and Carey Wallace. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lindsay Sexton & Carey Wallace, Lindsay Sexton, and Carey Wallace or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, Lindsay and Carey sit down with John Darr, the president and founder of Darr Schackow Insurance, to discuss the intricacies of agency acquisitions in the insurance industry. They explore the impact of acquisitions on client relationships, the importance of communication during transitions, and the challenges of maintaining a consistent claims process. John shares valuable insights from his extensive experience in acquiring agencies, emphasizing the need for a strategic approach that prioritizes the customer experience. The discussion highlights the significance of understanding client expectations and the necessity of having a clear plan for integrating new agencies into existing operations.

Sponsored by AgencyPoint

This episode is brought to you by AgencyPoint, your full-service partner for Accounting, Tax, Legal, and HR solutions built specifically for insurance agencies. AgencyPoint helps independent agencies streamline operations, stay compliant, and make confident financial decisions. Learn more at https://www.myagencypoint.com/partners/insurancerefocused
Connect with us:
Follow AgencyFocus for more conversations that help agency owners build clarity, confidence, and long-term value. Learn more at https://agency-focus.com/
Show previously named Insurance Refocused

  continue reading

146 episodes

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