Insurance Agency Process Improvement Tips from Renee Troutt
The Ridiculously Amazing Insurance Podcast
Release Date: 11/12/2025
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Episode: Insurance Agency Process Improvement Tips from Renee Trout
In this inspiring episode, we sit down with Renee Trout, owner of Central Utah Insurance in Moab, to talk about her agency’s transformation journey! 🌟
After 30 years in the insurance industry and eight years of agency ownership, Renee knew it was time to formalize her processes, strengthen her team’s consistency, and maximize the use of HawkSoft — her agency management system.
💡 Here’s what you’ll learn in this episode:
✅ How to get your team to buy into change (even starting with a new phone greeting!)
✅ The power of defining your agency’s 10-year vision through “Agency 2.0”
✅ Why ongoing training and cross-licensing are key to growth
✅ How “eating the frog” and first-call resolution improve daily productivity
✅ The impact of incentive programs on agency culture and performance
✅ Why now is the best time to make changes — not later!
✨ Key Takeaway: Change isn’t always easy, but when your team understands the why, it becomes exciting. Renee’s story proves that structured processes, consistent training, and leadership buy-in lead to real results — happier teams, better communication, and stronger client retention.
🎧 Tune in now and get inspired to take your agency to the next level!
👉 Don’t forget to like, subscribe, and share this episode with your team!
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