The Independent Agent Jordan Goodman & Justin Goodman

Beverage – Whiskey Smash
Part 1: What do you do when you suspect a client is being dishonest?
Part 2: How can an agency find stability with a carrier despite frequent underwriter turnover?
In this episode, Justin and Jordan discuss the importance of not jumping to conclusions but rather being an advisor to clients if you suspect they are towing a line that may jeopardize their coverage. They also share insight on how to manage the relationship with a key carrier that is constantly assigning new underwriters to the agency.

Beverage – Gin & Tonic
Part 1: How do you bring an agency into 2020?
Part 2: What do employees need to develop leadership skills?
In this episode, Justin and Jordan share steps needed for an agency to consistently modernize operations and avoid backsliding back into their comfort zone. They also discuss the tools and trainings agencies need to provide to develop the next generation of leaders in the organization.

Beverage – The Gimlet
Part 1: What does an agent need to know when choosing a niche?
Part 2: What qualities are most important in leader?
In this episode, Justin and Jordan share their thoughts on the most important factors to developing a niche focus. They also provide insight on the characteristics an owner should look for when the need arises to bring another person in to help with management responsibilities in the agency.

Beverage – The Aperol Spritz
Part 1: How does a new employee make the most of an abundance of downtime?
Part 2: What should a new manager do when they find themselves struggling with new responsibilities?
In this episode, Justin and Jordan give some helpful advice to a new-to-the-industry on making the best use of idle time. They also provide thoughts on steps a new manager can take to overcome hurdles they are experiencing in their new role.

Beverage – French 75
Part 1: How do you make a judgement call on whether a lead is good or bad?
Part 2: What should agency leaders consider when splitting up a book of business?
In this episode, Justin and Jordan debate what makes an account a less than desirable risk for the agency and what role data plays when determining if incoming leads require more effort than they are worth. They also discuss what factors matter most when an agency needs to transition accounts from a producer who is nearing retirement.

Beverage – A Brandy Daisy
Part 1: When does it make sense for a producer to remove accounts from their book of business?
Part 2: How do I build rapport with an underwriter who doesn’t trust the agency?
In this episode, Justin and Jordan discuss what agency owners and producers should evaluate to determine when and how ongoing involvement and service needs will be handled for small accounts. They also provide insight into how a producer can work through resentment issues between an underwriter and the agency and build a better working relationship going forward.