During this episode of the Vertafore Insurance Podcast (VIP), Dana Coates, CEO of United Western Insurance Brokers and founding member of the Alchemy Group, joins us to break down industry trends and how insurance agents of the future are going to have to take leaps and learn from the past. Don't just be adequate, be exceptional! Join us as we chat about:
- How staying "staunchly in your history" will ultimately cost you
- The ways adopting technology will drive engagement in your agency
- Why management has to be ready for some change, both through culture and technology
