Andrew Darlington on Adding Love to Your Customer Experience
vor 4 Jahren
In this episode of The Ryan Hanley Show, Ryan Hanley interviews
Andrew Darlington, the president of Veritas Risk Management and
Insurance Services out of Johnson City, Tennessee. While Andrew
might operate out of a small town, the way he approaches buildi
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Finding Peak w/ Ryan Hanley
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Beschreibung
vor 4 Jahren
Spartan philosophy, built in the black-ops lab of
business: https://www.findingpeak.com
Finding Peak podcast: https://linktr.ee/ryan_hanley
In this episode of The Ryan Hanley Show, Ryan Hanley interviews
Andrew Darlington, the president of Veritas Risk Management and
Insurance Services out of Johnson City, Tennessee. While Andrew
might operate out of a small town, the way he approaches building
and marketing his agency is anything but small town-minded.
This is an episode of the show you don’t want to miss.
Episode Highlights:
Andrew shares his experience of being one of the first to use
Salesforce for insurance. (07:12)
Andrew talks about how they create their process by writing
it down and using Salesforce to automate it.
(12:10)
Andrew discusses how long it took and how much he has spent
building out Hubspot in their system, which he believes is a
phenomenal system. (17:14)
Andrew shares that one of the advantages of Salesforce is
that it is completely customizable. (21:26)
Andrew explains that one-way Salesforce can take it to the
next level is by making its system unbreakable.
(26:09)
Andrew talks about the reporting systems that Salesforce and
HubSpot have. (28:32)
Andrew shares that for a small agency that can use Donna, it
is a game-changer. (31:17)
Andrew shares that HubSpot and Salesforce are an investment
of time, and learning that, if got right, are invaluable.
(35:14)
Key Quotes:
"I mean, the great point is that when you have your
processes, you write them down on paper, and you go through them,
and that's what we're trying to do right now is get our processes
better." - Andrew Darlington
"The nice thing about Salesforce, as we're building out this
process, is that it's completely customizable." - Andrew
Darlington
"Your processes will change a little bit, I think it gets
even better once you understand the full scope of the tools that
you have in front of you." - Andrew Darlington
Resources Mentioned:
Andrew Darlington LinkedIn
Veritas Risk Management and Insurance
Reach out to Ryan Hanley
--
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--
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https://unpluggedstudios.fm.
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