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Is your tech stack actually working for your agency? Episode 425 (Re-release)
Vertafore Insurance Podcast
43 minutes 2 seconds
3 months ago
Is your tech stack actually working for your agency? Episode 425 (Re-release)
Even after two seasons, this conversation with Drew Kinney still stands out as a must-listen. Drew, Co-Owner of Kinney Insurance Agency, delivers an authentic, agency-first breakdown of building a tech stack that works. Whether you're revamping your operations or just getting started with automation, this episode is packed with practical insights and real-world advice that hasn’t aged a day.
Key takeaways from the episode:
The dynamics of working with family in an agency setting.
The “why” and the "How" behind their AgencyZoom configuration.
Practical advice on process optimization using the right tech tools.
What’s working in their workflows and what could be improved.
Aligning marketing, business intelligence, and internal operations for scalable growth.
If you're serious about building a modern, efficient, and scalable agency, this one belongs on your playlist (again).