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What Should Agencies Do When a VIP Employee Retires and Client Relationships Are at Risk?

Coworkers Celebrating Insurance Producer or CSR Retirement

In this episode, Justin and Jordan dive into the subject of revenue per employee and the numerous other factors that need to be taken into account when making staffing decisions. They also share insight on the necessary steps to ensure a smooth transition of a client relationship from one employee to another.

Beverage - Gin & Juice

Part 1: How do you know when it’s time to hire?

Part 2: How should an agency prepare for retirement of a key employee?