Eryka Morehead - The Three Lenses

Eryka Morehead joined the show to discuss the process of identification that Collaborative Planning Group uses to find success with their clients. They identify risk, create solutions and implement strategies, otherwise known as the three lenses. Each lens helps to better understand the client and their specific needs. Learn more about the process in this episode of GPP!Drink of the day: MojitoEpisode links:Ellerbrock-Norris: https://www.ellerbrock-norris.com/Collaborative Planning Group: https://collaborativeplanninggroup.com/Eryka Morehead: https://www.linkedin.com/in/eryka-morehead-cpg/Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/This episode is sponsored by LAUNCH.In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.THAT’S WHERE LAUNCH COMES IN.Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.Visit https://getlaunch.io/ to learn more.