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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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In this episode, Mayor Heath Shearon, sits down with Thomas Mann to explore the intersection of technology and operations in the insurance industry. Discover how Thomas's journey from a multi-generational insurance background to a tech-focused role has shaped his approach to agency success. They discuss the importance of integrating technology with operations, avoiding common pitfalls, and the value of involving your team in tech decisions.
"Nothing is fully launched until it's embedded in a process."
"You should design your processes and your tech stack around the customer journey."
"The greatest piece of tech that ever existed is just going to be a drain on the P&L if your people don't use it."
Key Topics:
The evolution from agency to tech operations
Importance of aligning technology with agency processes
Avoiding shiny object syndrome in tech adoption
The role of team involvement in tech decisions
Insights on building a cohesive tech ecosystem
Connect with Thomas Mann on LinkedIn or visit agency-focus.com to book a call and explore how to enhance your agency's tech and operations.
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304 episodes
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