Navigating Remote Staff Dynamics with Michael Cruz

02/04/25 • 33 min

In this conversation, Michael Cruz of Foresight Insurance shares his insights on effective hiring and onboarding strategies, the importance of a structured learning management system, and the transition to a hybrid work environment. He discusses the implementation of a four-day work week to enhance employee satisfaction and the significance of monitoring staff morale and career development. Michael emphasizes the need for agencies to embrace change and technology to remain competitive in the industry.
Takeaways

Always be recruiting, even when you're not hiring.
Hire in advance, train in advance, and never stop hiring.
A learning management system allows you to control the curriculum.
Do not assign accounts to individual CSRs; service as a team.
Don't fall behind; keep improving your processes.

Learn more about Foresight Insurance:
https://www.foresighti.com/
https://www.facebook.com/foresighti
https://www.instagram.com/foresightinsurance
https://www.linkedin.com/company/foresight-insurance-llc/

To get in touch with Michael, reach out by clicking here.

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Intro/Outro music by Denys Kyshchuk from Pixabay

Always be recruiting, even when you're not hiring.
Hire in advance, train in advance, and never stop hiring.
A learning management system allows you to control the curriculum.
Do not assign accounts to individual CSRs; service as a team.
Don't fall behind; keep improving your processes.

To get in touch with Michael, reach out by clicking here.

Previous Episode

Lightspeed Voice Pt. 2 - Bogus Handzel

In this episode of the Insurance Perspectives Podcast, host Kenny Hendricks talks with Jacob Smith and Bogus Handzel about Lightspeed Voice. The conversation delves into the legacy of Handzel & Associates Insurance, the importance of customer service, and the role of technology in enhancing agency operations. Bogus shares insights on the challenges and benefits of adopting new technology, emphasizing the need for effective communication and community engagement.
Takeaways

Customer service is a critical differentiator in a competitive market.
Technology can streamline operations and enhance customer experience.
Effective communication is essential for agency success.
Agencies must adapt to changing market dynamics and customer needs.
Partnerships with technology providers should focus on mutual growth.
Continuous improvement and feedback are vital for technology integration.
Agencies should prioritize features that enhance operational efficiency.

Learn more about Handzel & Associates Insurance:
https://www.handzel.com/
https://www.facebook.com/HandzelAssociates/
https://www.linkedin.com/company/handzel/

To get in touch with today's guests, reach out below:

Bogus Handzel (click here)
Jacob Smith (click here)

More information about Lightspeed Voice:
https://www.lightspeedvoice.com/
https://www.facebook.com/lsvoice/
https://www.linkedin.com/company/lightspeedvoice/

Next Episode

Rhodian Group Pt. 1 - Kris Bryant

In this episode of the Insurance Perspectives podcast, host Kenny Hendricks sits down with Kris Bryant from Rhodian Group and Jim Dahoney from Marshall+Sterling. The discussion focuses on how Rhodian Group provides managed IT services, cybersecurity, and compliance solutions to enhance productivity and mitigate risks for insurance agencies. Kris share insights on the unique value proposition of Rhodian Group, the significance of data ownership, and the challenges faced in collaborating with insurance agencies.
Takeaways

Insurance knowledge is critical for effective service delivery in the industry.
Agents own their data and Rhodian Group acts as stewards.
Rhodian Group's services help agencies focus on their core business.
The relationship between Rhodian Group and insurance agencies is built on trust and collaboration.
The importance of operational excellence in the insurance sector is highlighted.

Learn more about Rhodian Group:
https://rhodiangroup.com/
https://www.facebook.com/RhodianGroup
https://www.linkedin.com/company/therhodiangroup/

To get in touch with today's guests, reach out below:

Kris Bryant (click here)
Jim Dahoney (click here)

More information about Marshall+Sterling:
https://marshallsterling.com/
https://www.facebook.com/marshallsterling
https://www.instagram.com/marshallsterlinginsurance/