This week we welcome James Jenkins, Owner & Founder of Risk Well!
- As a prior Farmers agent, James talks about how it is now a few years removed from the captive side.
- James talks about looking at his tech stack, and how he determines what to use for his agency.
- James talks about when he started his agency, it was a different name. He shares his why behind the rebrand of Risk Well.
- James dives into the first days of Risk Well and the challenges they faced on day one.
- James touches on “capturing the mistake”. How his team always stops to review the mistake, listen to their own calls and constantly learn.
- James talks about finding your ideal prospect, and simply duplicating that client by asking for the introduction to other “dream clients”.
- James talks about how he recently sold his personal lines book to hyper focus on real estate investors and commercial accounts.
- James wraps up by talking about the filiters he uses in his agency. Terminate, automate and delegate.
