How the Paradiso Agency Uses Data to Increase Customer Satisfaction with Jordan Mckay

In this episode of Power Women In Insurance, Teresa sits down with Jordan Mckay, Marketing Manager at Paradiso Financial and Insurance Services. Jordan is the Data/Social Media guru at the Paradiso Agency. Episode Highlights: Jordan shares how she got into the insurance industry. (1:55) Jordan talks about managing her virtual assistants. (3:31) Jordan shares how they find balance in the marketing space. (5:40)  Jordan discusses the balance between automated and organic approaches.(6:50) Jordan shares how they came up with the organic materials they have. (8:20) How did Jordan learn about marketing? (10:15) Jordan shares her favorite part of her job. (12:49) Jordan explains what agency owners must understand when it comes to data. (14:53) Jordan shares how they clean up their data. (16:43) Jordan walks through the third-party platform they’ve created. (19:10) Key Quotes: “I don't want people to feel pressured. Because, when people feel pressured, they're not themselves. And organically, I think people need to be themselves.” - Jordan Mckay “Customer experience is key. We audit phone calls, sometimes. We want to make sure our customers are happy. And if they're not happy, we want to improve.” - Jordan Mckay “We want that stuff where it's natural, it's not edited. We don't want it to make it seem like we're just automated and there’s not a real live person behind there. So, we like to do that.” - Jordan Mckay Resources Mentioned: Jordan Mckay LinkedIn Paradiso Financial and Insurance Services Contact Teresa Kitchens Sterling Insurance Group