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Taking Control: The Shift from Employee to Owner Mindset
Manage episode 415271253 series 3528280
Innehåll tillhandahållet av Kathe Kline. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Kathe Kline eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
In this insightful episode of Insurance Business Babes, hosts Kathe Kline and Joanna Wyckoff dive deep into the crucial aspect of protecting and managing your business in the insurance industry. They share personal strategies on segregating emails for clients and carriers, handling overwhelming amounts of insurance-related spam, and employing technology such as CRMs while ensuring HIPAA compliance through Business Associate Agreements. Kathe reflects on her investigation of CRM options in light of rising costs and HIPAA considerations, expressing the importance of data ownership and the ability to export data securely. Joanna relays her experiences with VA training, stressing the significance of a business owner mentality over an employee mindset and the foresight needed for business growth, even sharing anecdotes from her recent house purchase. Lastly, the hosts commiserate over unwanted solicitations in the form of calls and texts, discussing tactics for maintaining clear and effective communication channels in their business operations.
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