In this episode of Power Women In Insurance, Teresa Kitchens is joined by Austin Moorhead, Founder of Lava Automation.

Austin and Teresa talk about how automation can help the agency of the future.

Episode Highlights:

Austin shares his insurance background and how he transitioned to automation technology. (1:37)

Austin mentions that Lava Automation has successfully assisted numerous agencies in getting their CRM up and running in just a few months, compared to the longer timeframe it used to take in the past. (4:12)  

Austin discusses the importance of CRM tools for agency owners in managing lead data and staying accountable. (7:26) 

Austin explains that the CRM automation and features save approximately 2.3 weeks of monthly work per person, allowing for more follow-ups and time savings. (14:18)

Austin mentions that creating regular accountability meetings and maintaining clean data in business software is crucial for success. (20:09)

Austin discusses the different attitudes towards automation between producers and CSRs in the insurance industry. (25:54)

Austin suggests that organizations should focus on implementing and maximizing the benefits of new technology before jumping to embrace the next big thing. (28:36)

Key Quotes:

“If you're going to compete with our quality of build standard that you didn’t have to put in the years that we have doing this. This is all we do.” - Austin Moorhead

“Anyone who does outreach with a CRM gets an additional 2.3 weeks worth of work done.” - Austin Moorhead

Resources Mentioned:

Austin Moorhead LinkedIn

Lava Automation

Contact Teresa Kitchens

Sterling Insurance Group