Building Your Agency's Tech Stack: Insights from Mandy Reed of We Build Staxx
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💬 Show Notes
Building a Tech-Forward Insurance Agency with Mandy Reed
In this episode, Matt Dietz welcomes Mandy Reed, founder of We Build Stacks, to discuss the critical role of technology in modern insurance agencies. With over 20 years of experience in the insurance and fintech industries, Mandy shares her journey from being a captive agent to establishing a tech-focused company dedicated to helping agencies streamline their operations. They explore the essential tech stack for new agents, the importance of owning data, and how to effectively transition legacy agencies into the digital age. Mandy emphasizes the need for strategic decision-making when it comes to technology adoption, while also cautioning against the pitfalls of relying too heavily on tech solutions. This episode is packed with insights and practical advice for agency owners looking to enhance their efficiency and embrace the future of insurance.
00:00 This is the show where I talk about what it's like to run an insurance agency
01:28 Mandy Reed is the founder of We Build Stacks
01:44 You've been in the insurance industry and then in fintech before
05:17 We build stacks to help insurance agents design workflows for agents
07:05 Single agency owners need us most if they are looking at their strategy
09:42 M.J.: I would first start with asking what agency management system is
12:30 Everyone needs a CRM, an ams, a good phone system
15:38 Adapt API is a must for independent agents who don't have downloads
17:49 If you want to sell your agency and you still have file cabinets, start there
20:59 A lot of agents look at tech and they have the shiny object syndrome
22:44 I think some agents lean on tech too hard when it comes to tech
28:46 Manny, thank you so much for coming on and sharing tipsShow notes created by https://headliner.app
Show notes created by https://headliner.app
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