Is There a Fair Way to Distribute the Accounts of a Retiring Producer?

The Independent Agent

Beverage – French 75

Part 1: How do you make a judgement call on whether a lead is good or bad?

Part 2: What should agency leaders consider when splitting up a book of business?

In this episode, Justin and Jordan debate what makes an account a less than desirable risk for the agency and what role data plays when determining if incoming leads require more effort than they are worth. They also discuss what factors matter most when an agency needs to transition accounts from a producer who is nearing retirement.