Tracy Kyle, a CSR of 30+ years and Pacific Crest's current in-house trainer, discusses the importance of documenting a client file every time it's opened. She breaks down the who, what, when, where and why's for independent insurance agents to follow for

This episode takes a look at how new independent insurance agents are integrated into the systems and technology they have to learn. Pacific Crest Insurance provides sufficient training for their new independent agents, but also recommend a variety of sup

Making the transition from being a captive agent to starting an independent agency can be stressful. The thought of completely starting from scratch isn't appealing. Having assistance with transitioning has always been the missing link to making the move.

Nathan Capps, a former underwriter for Safeco turned Independent Agent, joins the show. He discusses his experience as a company underwriter and how it helps him now that he's an independent agent with Pacific Crest.

Learn More About How Getting Your Customers to Download the Travelers Insurance App Can Help Grow Your Agency

The Second Week of The Travelers Insurance Series Continues