Startseite
Podcasts
Finding Peak with Ryan Hanley Podcast
Kat Ternes on the Secret to Insurance CRM Success

Kat Ternes on the Secret to Insurance CRM Success

Finding Peak with Ryan Hanley vor 5 Jahren

In this episode of The Ryan Hanley Show, Ryan Hanley is joined by Katherine Ternes, Vice President of Revenue at AgencyZoom. Kat joins the podcast to share her unique and dynamic expertise on developing processes and implementing a CRM inside independent

0:00

1:12:23

Spartan philosophy, built in the black-ops lab of
business: https://ryanhanley.com/podcast

Finding Peak podcast: https://linktr.ee/ryan_hanley

In this episode of The Ryan Hanley Show, Ryan Hanley is joined by
Katherine Ternes, Vice President of Revenue at AgencyZoom. Kat
joins the podcast to share her unique and dynamic expertise on
developing processes and implementing a CRM inside independent
insurance agencies. Kat is one of the most interesting people in
the insurance industry. Did you know she's a world-class trap
shooter? This is an episode you don't want to miss...

Episode Highlights:

Kat mentions an embarrassingly wonderful part of her being a
geriatric millennial. (12:57)

Kat shares her interests in competitive sports.
(17:59)

Kat mentions one of the things she learned that people want
to strive toward.(27:37)

Kat shares what people can achieve from being resourceful.
(32:41)

Kat mentions why she’s very proud of her team.
(34:48)

Kat explains what AgencyZoom is all about.
(38:52)

Kat discusses why employee enablement is so important.
(40:31)

Kat explains how to manage your sales processes.
(50:18)

How does Kat manage to keep track of their goals?
(1:03:13)

Key Quotes:

“There's a matching component to grit that is actually able
to be taught and able to be nurtured when you're exhausted. And,
that's resourcefulness. Gritty people learn how to build up their
resources.” - Katherine Ternes

“We've hit all of the goals that the business sets, but, my
own personal goals, I either need to lean into the
resourcefulness and just say like, it's okay to have a moment of
rest. Or, I have to get gritty real quick here. And it's really
fun to be at that crux.” - Katherine Ternes

“The teams that go and investigate the stuff that gets put on
the roadmap and they test it, and they beta use it...those are
the ones that make a world of difference. Those are the ones that
take technology from being 150 agencies and it's just one
person's opinion, and it's some engineers building stuff. You
guys are the ones that take it and really build it into what
independent agents need.” - Katherine Ternes

Resources Mentioned:

Katherine Ternes LinkedIn

Agency Zoom

Reach out to Ryan Hanley

--

Recommended Tools for Growth

OpusClip: #1 AI video clipping and editing tool:
https://link.ryanhanley.com/opus

Riverside: HD Podcast & Video Software | Free Recording
& Editing: https://link.ryanhanley.com/riverside

WhisperFlow: Never waste time typing on your keyboard again:
https://link.ryanhanley.com/whisperflow

CaptionsApp: One app for all your social media video
creation: https://link.ryanhanley.com/captionsapp

GoHighLevel: It's time to take your business workflow to the
Next Level: https://link.ryanhanley.com/gohighlevel

Perspective.co: The #1 funnel builder for lead generation:
https://link.ryanhanley.com/perspective

--

Episodes You Might Enjoy:

From $2 Million Loss to World-Class
Entrepreneur: https://lnk.to/delk

From One Man Shop to $200M in
Revenue: https://lnk.to/tommymello

Is Psilocybin the Gateway to
Self-Mastery? https://lnk.to/80upZ9

This show is part of the Unplugged Studios Network — the
infrastructure layer for serious creators. Learn more at
https://unpluggedstudios.fm.

Full transcript, clips, and more:
https://ryanhanley.com/podcast/kat-ternes-on-the-secret-to-insurance-crm-success

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for
information about our collection and use of personal data for
advertising.