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Suzie and Matt McColm have been helping people figure out the confusing world of insurance for years. The last four years, we have helped the Washington Healthplanfinder run a full service enrollment center in Wenatchee, Washington. #livinginsurance Our webpage is www.wahbroker.org
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Have you ever wondered why you hated the person who talked poorly to the receptionist? Had your car in the repair shop and got a upcharge of a couple of hundred dollars. Watched someone cut in line. Didn't use someone's correct Pronouns,. It is all about consent. Suzie and Matt have been running their business on consent for years and it creates re…
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There are people that treat insurance and other services as a transactional model. Pull a lever and coverage comes out. Suzie and I have always treated it as a wild river process. Where clients move from pool to pool, lingering where they need more and moving quickly to the next process when needed. Today, we are looking at flow and how quickly thi…
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After seeing that Fyre 2 is being worked on, Bridgerton Ball, the Wonka experience. It is time to talk about events. We love events from working on theatre to hosting festivals. We are getting into constructing an event to what to look for to avoid being scammed. Events are not a cash cow banking experience and we need to stop treating them as such…
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Do you have a long term mindset or short term mindset. We work with Insurance which involves long term planning. There are little steps that you can do that a little bit of planning smooths out problems before they occur. This week we get into little steps that we have done over the year that have allowed us to do better this year despite financial…
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How do you stay in business for years in the insurance industry that is ripe with change? We are going to talk about the myth of the old reliable. As businesses, we hear managers use the phrase find out what works and do that. Well what happens when it get’s old? I read another story of a church that has been around for years closing it’s doors sam…
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We have done insurance for years and to ignore the politics of it then we would be doing a disservice to our clients. Yes, they can lose their insurance at a politicians whim so we better speak up. We fight day in and day out to put food on our table and if we are good our coworkers and employees. We talk about enrichment of our customer’s experien…
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After all these years of working insurance in Washington State. I can say without a doubt, I will pick flexibility over strength. It has lead to creativity, connecting with our community, growth, and duration. There are moments in the year that are natural flexibility points personally and for our business. We are going to talk about the small busi…
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Yes, we run a little Insurance Office in Wenatchee where our Washington State find us from all over because of Social Media. We don’t live in the hills and come down for an annual gathering to get updates on the neighbors and supplies. Since the 80’s there has been methods to go online and exchange information and connect to people. We are going to…
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Most people struggle with staying current and forget about the past. However if you want to be unstoppable in business then you need to understand what is current and what will come. Because there are steps that you can do in business that will fall into good timing in the future. We are talking about being prepared.…
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Very few of us are blessed with the ability to do everything perfectly the first time out. New experiences are a challenge. We fail, adjust and try again. It’s awkward learning and perhaps it gets more difficult as we age because we are afraid of looking foolish. Failure is how we gain skills and friendships. We are going to embrace failure today. …
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Have you checked your foundation recently? Stepped back and took a look to see if you are on sound principles. Back in the day, we called it keeping it real. It doesn’t mean that you have to be a jerk. It means that do not be surprised if someone uses you to set the tone. If you do not understand your foundation then it will hurt if someone turns y…
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If it wasn’t for another person asking a question and me caring about them, Suzie and I wouldn’t have an insurance business. With all of the shouting and division going on there is a push to forget that If you want to connect with people that you have to do more than outrage. You have to value other people’s opinions. We are going to tackle other p…
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We have been running a small insurance office for over a decade. One of the biggest concerns with summer is what about the kids? Childcare is expensive and this is opportunity to do family bonding and larger gatherings. There is camping and spending time in the outdoors. Fruit is harvested and put up for the winter. We even get into cook-outs as th…
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For the last twelve years, we have been raising our kid while working our small insurance business. Tomorrow is graduation. We are going to talk about some of the ups and downs in what we have done. Education is important and we are ready to hand them off to the next phase of their lives. If you want to prepare yourself either for raising a kid or …
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We have been advocating human rights, LBBTQIA+rights, etc some time. ( It was when I was looking at annuities and rights surrounding gay marriage. )Last year our office received a couple of threats and we keep going because it is important. As a younger office, who are our kids and peers? Where does the law support? Where do dollars support? Is put…
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Suzie & Matt have been running a small insurance business for over a decade through financial tough times and good times. We just had a rival insurance agency issue that they were closing in seven days. The market isn’t easier this year. How is a small business used to build safety nets for our communities? Why, we have no problem promoting other r…
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We run a small insurance agency in Central Washington. There are two different cultures when it comes to sales. One is the use of scripts. You go through a script and then at the end respond to any objections and you close. The other requires a little more work. We are going to talk about the importance of buy ins. This is something that you want t…
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It's how Matt got Suzie to start working with insurance at Wenatchee Insurance. It’s not in a book, it’s not in a school, it’s not some old grey haired wisdom. It requires answering a couple of questions to find your genuine path to your yellow brick road. Sometimes they are together and sometimes they branch off. We are going to get into finding s…
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When you go out do you find the beigest of restaurants, order a factory-assembled burger with no salt on the fries? We prefer to find a mom-and-pop stand where a person named Jo assembles something that would make a nutritionist cringe. Last week one of our partners was dropping off supplies for an event notice that Suzie and I sell from who we are…
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We have held another record month with writing insurance policies from our office in Wenatchee. We use a very natural method of understanding what makes it attractive to do business. It is not a sale for sales numbers. In fact some of the best policies that we write, we receive zero commision. If you are in sales, then you better know. If you value…
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Straight out of Wenatchee Insurance, we had to talk about inflation this week. As parents with a Senior getting ready to graduate and small business owners, we feel the pinch. With Car insurance prices hitting 22% and articles talking about groceries as a splurge item, it’s time to talk about saving money. As small business owners, this is not our …
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We have people who come to our Insurance office for the first time filled with dread. Grey-skinned, grim looks focused on the task of diving into insurance through their beliefs. (Seriously, we are going to do an insurance myth episode because someone is telling fibs). When they leave are radiant, expressive and confident. Smiles are something that…
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We have done business for over a decade currently we are working with Wenatchee Insurance. One of the biggest principles in presenting an offer is that it has to have value to the other person. Walking around there are some clear examples of this basic principle not being followed. There is a group of people that present an offer in terms that only…
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The day that we did this episode was a day that I had a person using Tiktok contact me for insurance help. Since the days of the farm line, there has been some form of social communication over distances using technology. We are going to get into the bill even though we have a very small footprint on there as we recognize its value to the First Ame…
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We have been running a small insurance office for years. We talk about the importance of the customer experience and tearing down 'no soliciting' signs in other podcasts. We have even talked about how to do creative outreach and events. It boils down to the idea around comfort. How are you projecting comfort to clients, friends, and strangers?…
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Around Wenatchee Insurance we are. Yes, the Lunar New Year occurs on Saturday. We have gone through the fires of 2023 and are looking forward to the New Year and the prosperity that comes with it. We have been laying the groundwork for the last couple of weeks to begin hatching. New Year, New us. It takes time for renewal. What have you set up for …
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After running the enrollment center with the Washington Healthplanfinder for the last six years, we know a little about giving back. In the age of people running to jury duty, maybe we need to make a 180 and run to it. Instead of making a difference one day a year how about making a difference a week or daily? Community engagement goes beyond Insta…
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While STEM gets a lot of play, what doesn’t get enough talk is supporting the arts in school. We use a heck of a lot of art and we run an insurance agency. My hands are bricks and it doesn’t stop me from supporting and appreciating art. This is where kids get to explore their creativity which drives genius and empathy. As business owners our next p…
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After 12 years of running an insurance business, I can say one thing. There is no perfect customer, employee, or business model. Every year I set a plan and make adjustments. We are going to get into making adjustments so that you can fly. The first rule that we work with is to get out of your business and do events.…
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Scheduling is critical when you do Health Insurance and you are looking at hundreds of appointments in a few weeks. We just dropped a little over $500 for our Calendar program for the year and it is worth every penny. In the last couple of years, we have heard complaints about supply chain shortages. Some of that comes from scheduling. I went to se…
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We have been assisting with health insurance since the beginning of the ACA. The first year I had a ton of people with ITINs and tax returns seeking to purchase health insurance. Because of how the ACA was written they were eventually denied coverage. Later in 2017 during a rules change the Dreamers were also denied using the Healthplanfinder for c…
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Our insurance business has been experiencing massive growth. It took us five months and seven days to write as many policies as the entire 2022. So when someone told me that the economy was slowing down, I had to take a deeper look. It seems like the media is in cruise control. One group talks about how bad the Democrats do for the economy and then…
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We have been doing insurance for half our married life. It takes a lot of education to move everything forward. How do you become a better you, partner, business etc. Do you schedule time during your day to improve one skill? When was the last time that you read a book or tried something brand new? How about making a new friend? There is a reason t…
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Insurance is not an instant business as we have to look at things over long periods of time and then plan. We have folks building dream homes out of concrete and steel to protect from wildfire. We have large portions of Canada on fire. Hawaii’s losses are monstrous. Kids in Montana are upholding their state’s constitution to protect the environment…
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It is amazing how much people spend on time and money by avoiding experts. We see it a lot in our independent Insurance Agency. We are going to talk about experts today and the value they add. What happens when you cling to an expert? What does that do to your choices, your business, or even your lifestyle? Qualities that we look for every time. If…
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Between last week’s SCOTUS decision and our town’s Prayer meeting masquerading as a 4th of July Celebration, it’s time to sort some things out. Our business has always been inclusive by design. We suggest that people start looking for Friends of Stella lists and GSBA Memberships. It is going to be a tough time for a lot of people. The ability to ru…
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While we run a lot of mid-century with Suzie Health Solutions. We can not rest on that for Wenatchee Insurance. My teenager reminded me how bad nostalgia sucks when we walked into a 50s diner and were served substandard food, reduced sizes, between Marilyn Monroe and Elvis. Start looking at what a company is doing and what they are serving up. Did …
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There are lessons everywhere to improve your business and yourself. Two hours after launch to see the Titanic, Titan lost contact with the surface. There are lessons everywhere and especially over the loss of five people that paid a quarter of a million dollars each for the ride to the bottom of the ocean. We are going to take a dive into the lesso…
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We are going to get into branding and marketing today thanks to Nikki Darling Productions brochure that I have in my lobby. We keep a rack in our lobby for local businesses brochures which is one of our regular community-building projects. I was asked about branding by a customer this week and since we launched a massive campaign and am talking to …
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I learned from my time in the Army. It is a dividing line between management and leadership. A manager will cling to self-importance that pretty Instagram image of what the top looks like. A leader will eat last, provide their best for the people around them from their own pockets. It is where you find a servant leader. When you select a company or…
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We run an inclusive insurance office. This includes the LGBTQIA+ members of our community. We have been doing so for over a decade because things like supporting Gay Marriage and Section 1557 of the ACA are platforms of treating people well like people. We are going to talk about what we currently see, book bans, anti-healthcare legislation and wha…
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Since we have an insurance business we ask What If Questions all the time to each other. Your partner gets sick, vendors fail, and equipment breaks down. How many backup plans do you have in place for your business and your family? It hasn’t been too long ago when the country got our backside handed by the lack of plans and safety nets. Let’s get i…
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