Agency Freedom: E76: Davie Holt On Distilling A Better Payments Experience

In this episode, James talks with Davie Holt, National Sales Practice Leader of Imperial PFS.  To learn more about Imperial PFS, visit https://www.ipfs.com/. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at [email protected] with ideas, questions, complaints, or your favorite grilling recipe. Episode Highlights: Davie shares a bit about his background and what led him to IPFS. (5:30) Davie mentions that the goal for agents is to get to a point where the outbound effort turns to inbound. (10:46) Davie explains that he didn't realize how great IPFS was until he became a part of it. (16:35) Davie shares the elements that make IPFS feel like a family business. (18:18) Davie explains that great leadership is your internal people who work for you and your clients that have also become great business partners. (22:53) Davie explains that IPFS has wrestled with what approach will do well in terms of naming and branding. (29:13) Davie shares the solution they came up with to solve payment problems for their customers. (31:57) Davie mentions that he doesn't mind talking about differences between their company and their competitors. (37:57) Davie shares why IPFS has always been the technology leader in the insurance premium finance space. (45:39) Key Quotes: "You have to find that balance between maintaining reputation, maintaining excellence, and also staying relevant. And, you can't ever lose what got you there. You can't ever lose the hunger. You can't ever lose the drive." - Davie Holt "I have never ever gotten business or protected business that we've had, by saying just negative things about a person that worked for another company, or a company itself. But I also don't shy away from talking about the differences between our company and our competitors, either." - Davie Holt “We all, that are insurance professionals, licensed non-licensed vendors, carriers, whatever, we all have an obligation to try to make this industry better." - Davie Holt