The B2B Podcast Index
Index
All categories
MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
MethodologySubmit
Best of:MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
An independent project byFame
SearchBest episodesGuestsInsightsMethodologySubmit a podcast
Index/Marketing/Insurance Agency Trendsetters
Insurance Agency Trendsetters artwork

Jes Lipson: The Lost Art of Keeping in Touch

Insurance Agency Trendsetters · 2022-04-05 · 49 min

0:00--:--

Episode notes

#037 - Jes Lipson, CEO of Levitate joins us to talk about the lost art of keeping in touch and how doing it the right way can spur higher sales and higher agency value. Just some of what we cover in our discussion: The problem with most email services today How you can stay top of mind with your prospects and customers The difference between networking and building relationships A surprise use for Levitate - what he calls “black belt mode” What’s coming next for Levitate users We also talk about the key advantage small agencies have over larger agencies that few leverage to win more accounts. For full show notes and previous podcast episodes go to: www. Insuranceagencytrendsetters.com/037 And be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes. Links: Find out more about Levitate: Levitate.ai

More from Insurance Agency Trendsetters

All episodes →
  • Brad Ruben: Cybersecurity, DMARC, and How Agents are Using AI64 / 100
  • Ron Shroyer: How AI is Helping Insurance Agencies Grow Organically
  • Digipraise: How to Build Customer Loyalty through Jewelry Appraisals
  • 2023 Outlook: Challenges and Opportunities Facing The Insurance Industry
  • Ron Berg: How ACT Helps Agencies Leverage Technology to Build Agency Value
Explore the best B2B Marketing podcasts →
All Insurance Agency Trendsetters episodes →