What if every phone call your agency receives could tell you exactly how customers feel and how your team is performing? Jason Cass sits down with Winston Smith, CEO of Bridge Insure and Magellan Insure, to unpack how call intelligence is reshaping agency operations. The discussion explores why phone systems are more than dial tone, how real insights surface from everyday conversations, and why focusing on customer happiness and employee productivity creates a clearer picture of agency performance.
Key Topics:
The evolution of Bridge and the launch of Magellan
Why phone systems are an untapped intelligence source
Using call transcription to surface meaningful insights
Measuring customer satisfaction through real conversations
Evaluating employee performance with service standards
Real time alerts for negative customer experiences
Connecting phone data to revenue and premium impact
Contrarian perspectives on AI in insurance agencies
Reach out to:
Winston Smith
Jason Cass
Visit Website:
Bridge Insure
Magellan Insure
Agency Intelligence
Produced by PodSquad.fm