Agency Navigators™
Welcome to the Agency Navigators Podcast! Hosted by AgencyCFO™. With best practices as our guide, our team integrates financial, organizational and growth excellence within independent insurance agencies across the United States. We have one mission: navigate independent insurance agencies to higher GROWTH, PROFIT, AND VALUE. Tune in for guidance on navigating your agency forward.
Agency Navigators™
S4E4: Cutting the Cord - When to Cut Ties with a Producer
Watch this episode on YouTube: https://youtu.be/Tt-uVbqgtOY
In this episode, Roe, Don, and Cayla break down the tough decision many agencies face when a producer isn't the right fit. They explore the challenges through three key lenses:
🔹 Tactical – What happens to client relationships and accounts?
🔹 Emotional – Even when the numbers say "go," our hearts often say "stay."
🔹 Organizational – As Don puts it: “An underperforming producer serves no one well.”
The real cost of keeping the wrong fit? It’s more than just dollars!
Tune in for an honest convo about when (and how) to make the hard call—for the health of your agency and your team.
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