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Rough Notes Front Cover, December 2024: Jeff Wingate, Rate Insurance
Published 1 year, 10 months ago
Description
In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Jeff Wingate, Executive Vice President & Head of Insurance at Rate Insurance, the agency featured on the December 2024 front cover of Rough Notes Magazine.
Key Topics:
- Jeff shares the impact of being featured on the Rough Notes cover.
- A fintech-driven approach using Salesforce for efficiency.
- Diversifying revenue through partnerships with loan officers and inspection companies.
- Using AI and data to enhance agent recommendations and client experiences.
- Targeting small commercial lines for growth in underserved areas.
- Strategic tech investments to handle rate challenges in key markets.
- Highlighting data’s future value as a key revenue source for agencies.
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This episode is brought to you by The McGowan Companies. For more information about all their insurance products, visit mcgowancompanies.com/frontcover.
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