The Power Of Automation To Give You The Agency You Want with Kali DeWitt Rodgers

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Kali DeWitt Rodgers, Insurance Advisor at DeWitt Insurance Group. Kali and Teresa talk about how using automation in the family agency has helped them scale and yet work a flexible schedule for their team. Episode Highlights: Kali mentions that the most important thing to her about working in insurance is that you can still take care of your family and set your own hours. (4:06) Kali shares that the DeWitt Insurance Group aims to educate new clients through a welcome campaign, guiding them through potential claims and repercussions. (12:11) Kali mentions how automation has changed their agency for the better. (20:12) Kali discusses how everyone in the agency has adapted to and embraced technology. (31:40) Kali shares that a video proposal helped her sell their largest commercial account. (35:24) Kali mentions that Lava Automation has significantly improved the wording of templates, making it easier for users to understand and respond to messages. (40:15) Key Quotes: “The one thing that I've really valued in our industry is that you can still take care of family, you can work your own hours, but the family is always going to come first.” - Kali DeWitt Rodgers “We were certainly trying to get as many touchpoints as possible. So when someone comes to the agency, they're a new client, they're getting in touch points all through a welcome campaign, and it's educating them.” - Kali DeWitt Rodgers “The one thing that we implemented that has been a total game changer is automation.” - Kali DeWitt Rodgers Resources Mentioned: Kali DeWitt Rodgers LinkedIn DeWitt Insurance Group Contact Teresa Kitchens Sterling Insurance Group