In today’s episode of Agency Intelligence, host Jason Cass records a Valentine’s Day Special Facebook Live Event in which he interviews insurance power couple, Jeff Roy and Una Roy from Excalibur Insurance. They discuss the dynamics of being a couple within the workplace, maternity leave, differing insurance rates, and other details of the insurance business.

Show Notes:

  • Introduction of Jeff and Una Roy, owners of Excalibur Insurance
  • The dynamic of being a couple within an organization
  • How the Roys work together
  • They make sure to be themselves in both their personal and professional relationships
  • They have an excellent support staff
  • Why the two decided not to switch to Epic and stay with the Tam system
  • The first things they do when they arrive at work
  • Maternity leave happens very differently in Canada than in the United States
  • They discuss the varying insurance rates among different companies
  • The background of their company and their different roles within the company
  • Setting boundaries at home and at work
  • The couple discuss each other’s strengths and weaknesses
  • How they get the most out of conferences and professional development by comparing notes
  • The best insurance agents need to start understanding how to best utilize AI

3 Key Points:

  1. Being a couple and working together can be amazing, but it takes a special relationship.
  2. Being open, honest, and trusting are all very important for a positive work and home relationship.
  3. AI won’t replace agents, but the agents that best incorporate AI will be the most competitive.

Key Quotes:

  “We’re speaking, we’re learning, we’re sharing and we’re bringing back to our organization to make it even better.” – Una Roy
–  “You’ve got to make this evolution where everybody’s got unique roles.” – Jeff Roy
–  “There’s no more important team than starting at home with your family.” – Jeff Roy


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