Power Women In Insurance: Using Automation To Up Your Game With Heather McBroom

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Heather McBroom. Heather is the CEO of Precision Services. She uses InsuredMine to help agencies streamline processes and take the headache out of setting up their agency for success. Episode Highlights: Heather shares that she and her mother have been in the industry since 1997. (1:32) Heather explains that insurance is something you need to pay attention to in order to be profitable. (5:03) Heather shares how she decided to create a one-note platform to be able to organize everything according to the needs of the business. (7:37) Heather explains that they have saved a lot of time by creating an automation that is in her voice and own brand. (10:37) Heather shares that she created a robust training program for her VAs that are in the Philippines that turned out very well. (12:53) Heather elaborates on being very selective about who she works with as part of her being strategic. (16:22) Heather shares that with the help of automation, they can work on the company culture for their clients. (19:04) Heather explains that the importance of automation is that we have the capability to do things, but we are limited in time. (22:29) Heather elaborates that with the help of automation, people's love and passion for their work and their company increase (23:55) Key Quotes: "I'm very selective about who I work with. And the reason is, I'm not going to give you all the tools and set you up for success, and then turn around and do that to a direct competitor." - Heather McBroom "Nothing that I offer is rocket science, right? We all know that we could have the capability to do this; it's the time that you don't have." - Heather McBroom "I mean, they're not out there doing sales, but they're out there doing something they're passionate about. And that increased, you know, their love for their job and for the company and increase the awareness of my company throughout the whole community." - Heather McBroom Resources Mentioned: Heather McBroom LinkedIn Precision Services Contact Teresa Kitchens Sterling Insurance Group