The hosts explain why live events and training matter for insurance agents, agencies, and carrier partners. They describe opportunities to build trust, learn changing products, and practice business skills such as budgeting, commissions, CRM use, and electronic enrollment. The conversation encourages ongoing education and in-person engagement as ways to strengthen relationships and keep pace with changes across health and financial products.
In this episode
- Live industry events
- Agent education
- Carrier relationships
- Business and technology training
- Annual product changes
Show notes
In this episode we discuss the state of compliance in the industry. Our compliance officer Heather Woody, has over 13 years of experience. She talks the dos and don'ts of the industry and reviews what she is seeing in terms of compliance.