About FINANCIALLY/COVERED ... a podcast for insurance agency owners, their money, and their profits.
FINANCIALLY/COVERED gives insurance agency owners the tools to:
- Gain (or regain) the love for what they do.
- Spend more of their work week on activities that they enjoy doing.
- Increase revenue streams.
- Manage staff effectively.
- Navigate all of the complex issues that business owners face.
- Make educated financial decisions (both business and personal)
Episode 25: Is Agency VA the tool to help your agency to increase profitability?
Agency VA is a U.S. based companies that places U.S. based and foreign based virtual assistants. With numerous tiers of service available, VA's can perform simple or complicated tasks. You can even choose to work with licensed VA's who have they ability to bind policies.
To learn more about Agency VA, visit visit www.agencyva.com or email graden@agencyva.com to schedule a demo. Please make sure to tell Graden that you heard about Agency VA on the FINANCIALLY COVERED Podcast.
To schedule your 30 minute consultation with Certified Financial Planner(tm), David Chudyk email david@parallelfinancial.com or visit www.calendly.com/davidpf to find a time that works in your schedule.
25 May 2021
Episode 24: Does your agency need RPOST? A Conversation with Jake Finnell
Learn about encryption, digital signatures and some other easy tips that can keep your agency safe in this dangerous era of cybercrime.
For more information visit RPOST.com
Please remember to visit www.financiallycovered.com and email David@parallelfinancial.com if you would like to discuss any of the personal or business financial issues that are keeping YOU up at night
11 May 2021
Episode 23: Should Professional Telemarketing be part of your Commercial Insurance acquisition strategy... with Ken Zelevsky
In this episode, Ken Zelevsky of Clear Data International discusses:
1. What to look for in a professional telemarketing company.
2. How his company can help with commercial insurance lead generation.
3. Why it can be important to outsource tasks where your agency might not have specific expertise.
To reach a member of the Clear Data International Sales team, email:
Christa Holt cholt@cleardataint.com or call 412 793-3344 ext 105
Chrystal Mount cmount@cleardataint.com or call 412 793-3344 ext 104
and make sure to visit www.cleardataint.clm
As always, with any business or personal financial planning questions, email david@parallelfinancial.com or schedule your virtual appointment by visiting www.calendly.com/davidpf
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