Is your tech stack actually working for your agency? Episode 425 (Re-release)

Even after two seasons, this conversation with Drew Kinney still stands out as a must-listen. Drew, Co-Owner of Kinney Insurance Agency, delivers an authentic, agency-first breakdown of building a tech stack that works. Whether you're revamping your operations or just getting started with automation, this episode is packed with practical insights and real-world advice that hasn’t aged a day.

Key takeaways from the episode:

• The dynamics of working with family in an agency setting.
• The “why” and the "How" behind their AgencyZoom configuration.
• Practical advice on process optimization using the right tech tools.
• What’s working in their workflows and what could be improved.
• Aligning marketing, business intelligence, and internal operations for scalable growth.

 

If you're serious about building a modern, efficient, and scalable agency, this one belongs on your playlist (again).