Mivation Pt. 2 - Jill Hall & Suzy Tawes

Описание: In this episode of the Insurance Perspectives podcast, Brad Boldt sits down with Jill Hall and Suzy Tawes from Landmark Insurance and Financial Group to discuss their experiences with Mivation. The conversation covers the challenges of commission management, the efficiency gains achieved through Mivation, and the overall value it brings to their agency. Jill shares insights on how Mivation has transformed their workflows, reduced stress, and improved agent satisfaction. The episode also touches on future enhancements and the importance of trust in financial reporting.

Episode table of contents
00:00 - Introduction.
01:16 - Tell us about your agency.
03:45 - What kind of problems were you facing with commissions that caused you to look at Mivation?
04:42 - Why did you choose Mivation?
05:48 - How does Mivation make your agency more efficient?
07:05 - What does the commissions cycle look for an independent agency?
07:55 - What was it like for you to bring in a partner to take over this task?
10:43 - How has Mivation made the agency more efficient? Has it reduced Suzy's time spent on commissions?
12:18 - What has the agency been able to do with the time saved from using Mivation?
13:33 - What is one thing you'd change about Mivation if you could? What's one thing you wish they could do?
17:29 - Seth shares other updates coming up with the Mivation platform.
19:26 - How would you describe the value that Mivation brings to Landmark Insurance?
21:32 - How does Mivation address missing commissions?
25:31 - Conclusion.

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View all episodes of the Insurance Perspectives podcast ⤵️
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Learn more about Landmark Insurance & Financial Group ⤵️
https://landmarkinsuranceinc.com/
  / landmarkinc  
  / landmark-insurance-&-financial-group-inc-  

To get in touch with today's guests, reach out below ⤵️
-Jill Hall (  / kjillhall  )
-Suzy Tawes (https://landmarkinsuranceinc.com/abou...)
--Seth Preus (  / sethpreus  )
-Brad Boldt (  / brad-boldt-00318278  )

More information about Mivation ⤵️
https://www.mivation.com/
  / mivationsoftware  
  / mivationsoftware  

If you’re looking to reach out to HawkSoft, please email [email protected].

For more information on HawkSoft, visit:
https://www.hawksoft.com/
  / hawksoft  
  / hawksoft  
https://x.com/HawkSoft

Music by AudioCoffee(Denys Kyshchuk): https://www.audiocoffee.net/