Watch this episode on YouTube: https://youtu.be/jjbj5rOgo7U

In this episode of Agency Navigators, Roe and Don sit down with Lauren Roberts from Kite Technology Group to explore the critical foundations every insurance agency needs to thrive.

Together, they break down four game-changing areas:

Change Management – why leadership buy-in and positive momentum make or break system migrations.
Right Person, Right Seat – the hard truth about misaligned roles, and how to avoid disengagement across your team.
Awareness – uncovering blind spots and “you don’t know what you don’t know” moments that hold agencies back.
Maximizing Systems – how to stop treating your AMS like an expensive file cabinet and start using it as your single source of truth.

Lauren shares real-world stories from agency projects across the country—highlighting what works, what fails, and how culture, process, and accountability combine to drive efficiency and growth.

🎧 Tune in and learn how to clean up your book of business, engage your team, and build the kind of operational foundation that can fuel sustainable success.

If you need our expertise and outside perspective to implement needed changes in your agency - we’d love to hear from you - reach out today!

Connect with us!
Meet us: www.agencycfo.com
Listen to the audio: https://agencynavigators.buzzsprout.com/
Apple: http://apple.co/3sAQGoZ
Amazon: https://amzn.to/3nZGO4n
Spotify: https://spoti.fi/4anuTaB

#agencycfo #AgencyNavigators #KiteTechnology #LaurenRoberts #ChangeManagement #Insurance

S4E16: Collaborative Insights: AgencyCFO™ + Lauren at Kite Technology

Powered by Wave AI