Building Your Agency's Tech Stack: Insights from Mandy Reed of We Build Staxx

These show notes were generated by Headliner AI. If you enjoy them please tell other podcasters by giving a shoutout to in your episode ✨ --- 💬 Show Notes Building a Tech-Forward Insurance Agency with Mandy Reed In this episode, Matt Dietz welcomes Mandy Reed, founder of We Build Stacks, to discuss the critical role of technology in modern insurance agencies. With over 20 years of experience in the insurance and fintech industries, Mandy shares her journey from being a captive agent to establishing a tech-focused company dedicated to helping agencies streamline their operations. They explore the essential tech stack for new agents, the importance of owning data, and how to effectively transition legacy agencies into the digital age. Mandy emphasizes the need for strategic decision-making when it comes to technology adoption, while also cautioning against the pitfalls of relying too heavily on tech solutions. This episode is packed with insights and practical advice for agency owners looking to enhance their efficiency and embrace the future of insurance. 00:00 This is the show where I talk about what it's like to run an insurance agency 01:28 Mandy Reed is the founder of We Build Stacks 01:44 You've been in the insurance industry and then in fintech before 05:17 We build stacks to help insurance agents design workflows for agents 07:05 Single agency owners need us most if they are looking at their strategy 09:42 M.J.: I would first start with asking what agency management system is 12:30 Everyone needs a CRM, an ams, a good phone system 15:38 Adapt API is a must for independent agents who don't have downloads 17:49 If you want to sell your agency and you still have file cabinets, start there 20:59 A lot of agents look at tech and they have the shiny object syndrome 22:44 I think some agents lean on tech too hard when it comes to tech 28:46 Manny, thank you so much for coming on and sharing tipsShow notes created by Show notes created by --- 🎙️ Thanks for podcasting with Headliner!

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Building Your Agency's Tech Stack: Insights from Mandy Reed of We Build Staxx is an episode from Agency Launch by Matt Dietz.

This episode is 00:30:32 long.

This episode was published on May 20, 2025.

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