What can four decades in the restaurant business teach an insurance agency about running a tighter, more profitable operation? Jason Cass sits down with Troy Korsgaden, Founder of Korsgaden Consulting Services and Keynote Speaker for IndieTech 2027, to unpack lessons on client engagement, AI adoption, and building a resilient agency built to last.
Key Topics:
Parallels between running Crawdaddy's restaurant and building a profitable insurance agency
Studying dentists as a model for training, technology adoption, and client experience
Consistent payroll and marketing percentages that keep both restaurants and agencies profitable
Updating "Power Position Your Agency" with Bradley Flowers for a 2.0 release
Why client engagement should happen year round instead of only at renewal
How the client engagement matrix schedules touchpoints by alphabet and month
Launching Korsgaden Consulting Services' AI powered practice management platform
Rising valuations for virtual employee services despite predictions AI would replace agents
Why specialization and collaboration matter more than agency headcount
Using a 10 appointments a day standard to grow new and renewal business together
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