COO Describes How Agency Skyrocketed Growth

Whitney Norcup, COO, Columbia Insurance & Wealth Management

Whitney Norcup, COO of Columbia Insurance & Wealth Management tells the “before and after” story of her company. How they went from a small, stagnant agency trying to figure out the modern insurance landscape to a fast-growth agency with deeper customer relationships and a bright new future. When Whitney joined her family-run agency, she brought experience from outside the industry with her and was able to see different ways of doing business.

In this podcast Whitney readily shares secrets to her agency’s success:

• What the agency did to boost retention by 6 points, premium per customer by 143%, and policy per customer count by 60%
• How the agency changed everything after they embraced new technologies
• The biggest obstacles she sees standing in the way of rapid growth for most agencies

Listen to this episode to learn how a real-world agency moved from their past and created a new future for themselves, their team, and their customers.

Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.