Agency Intelligence

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Katherine Sepulveda, P&C Specialist at John Galt Insurance. They discuss tips for working with high net worth in a hard market. Episode Highlights: Katherine discusses how she got into the insurance industry and what she loves about it. (1:53) Katherine explains that creating a strategy focused on the products that are doing well in your market, city, or state can help you stand out and be unique in the insurance industry. (7:09) Katherine shares that, if you get a referral, the first thing you should do is learn as much as possible about the prospect from the referral source without being invasive. (12:43) Katherine mentions that learning about all of the products that individuals represent as independent agents is impossible since they change constantly, but being strategic in three or four lines of business they want to focus on is beneficial because clients want to communicate. (15:50) Katherine discusses how she tailors