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The Digital Insurance Agent

Carl Willis - Agent Branding & Marketing

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The Digital Insurance Agent is a podcast that explores the latest trends, tools, and strategies for transforming your insurance agency in the digital age. Join host Carl Willis, a seasoned financial services digital marketing consultant, as he interviews industry experts, shares success stories, and provides actionable tips to help you stay ahead of the curve and build a successful and sustainable insurance agency in today's ever-evolving market. Whether you're a seasoned pro or just startin ...
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Welcome to Insurance Agent Podcast! We are excited to help agents become the best at their craft. Our podcast is powered by the #1 IUL Leads Vendor Agent Leads. This is a podcast for Insurance agents hosted by insurance agents. We know that being an insurance agent can be challenging, but we are here to help you overcome any obstacle. Tune in each week for new episodes packed with useful information that you can use to improve your businesses. Thank you for joining us on this journey!
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Medicare Insurance Agents Podcast

Vista Mutual Insurance Service

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The Owners of Vista Mutual Insurance Services talk everything Medicare Insurance. From Lead Generation, How to run an Appointment, to how you should pick your Medicare insurance and agent. We will talk how we run our business in every facet.
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Coterie Insurance is focused on building a community of independent insurance agents that help insure small businesses across America. Coterie's podcast, And I Quote, was started to enhance how important relationships within the insurance industry are. Through events, LinkedIn, online communities, slack chats and so much more, our industry is connected at the core. Our hosts, Bobbie Collies & Ashleigh Burden, interview independent insurance agents, experts, & partners in our podcast. Discuss ...
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Insurance Agents Talk Shop

Doug Coombs, Executive Vice President, Chief Marketing Officer, SIAA

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Lively discussions with insurance agents and other insurance professionals regarding issues of the day, challenges experienced, successes enjoyed, innovations explored, and more. Join us to gain insights – unless you already have “all the answers”. Hosted by Doug Coombs, Chief Marketing Officer for SIAA – the largest network of independent insurance agencies in the United States.
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In this episode of The Digital Insurance Agent Podcast, Carl Willis sits down with Kyle Coon, a blind Paralympian and communication coach, to explore the essential role of communication in prospecting and relationship-building for insurance agents. Kyle shares his journey of overcoming challenges through effective communication and provides actiona…
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Social media marketing is more than just collecting likes—it's about driving meaningful engagement and growing your insurance business. In this episode, we explore advanced social media strategies tailored specifically for insurance professionals. Learn how to create compelling content, target the right audience, and convert social media interactio…
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Join us on the Digital Insurance Agent Podcast as Kimsey Hollifield shares his inspiring journey from starting in the insurance industry to establishing his investment advisory firm, Holifield Financial Group. Kimsey talks about his humble beginnings, the challenges of building his business, and the critical lessons he learned along the way. Discov…
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In this episode of The Digital Insurance Agent, host Carl Willis interviews Chris Castanes, a veteran insurance agent, author, and standup comedian. Chris shares his unique approach to insurance sales, blending humor with prospecting and networking to build stronger client relationships. Learn how Chris has successfully used comedy to break down ba…
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Maximize your local visibility and attract more clients with effective local listing management! In this episode, we break down the ultimate guide for insurance agents to optimize their local listings across Google, Yelp, and other platforms. Learn how to ensure your business appears in local searches, manage reviews, and update your information to…
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A well-rounded online marketing strategy is crucial for insurance agents looking to grow their business and attract new clients. In this episode, we guide you through creating a balanced marketing approach that integrates SEO, social media, email campaigns, and content marketing. Discover how to effectively allocate your resources, engage your targ…
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In this episode, I recap my experience at the Arizona IIABAZ insurance agents convention and the 2024 Palm Desert Agents Alliance convention. Not only did I reconnect with friends, I was energized and inspired by the trade shows. Learn why I love to attend these events and how they can help you with your insurance agency too. Join the newsletter at…
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In this episode of the Digital Insurance Agent Podcast, we sit down with Ty Harris, CEO and co-founder of Openly, to discuss how his company is transforming the home insurance space. Learn about Openly's tech-enabled approach that empowers independent agents to provide faster, more efficient solutions for their clients. Discover why Ty believes in …
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In this episode of the Digital Insurance Agent Podcast, Tammy Johnston from KSA Business shares her incredible journey of over 32 years in the financial services industry. Tammy discusses how she overcame the challenges of being an introvert, her unique approach to sales, and how she built a successful business by focusing on education and client t…
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In this episode of The Digital Insurance Agent Podcast, host Carl Willis sits down with Matt Ruttenberg, Co-Founder of Life, Inc., to explore strategies for adding high-income business owners to your book of business. Matt shares his journey from a generalist to a niche expert, offers insights on becoming a trusted advisor, and discusses the import…
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In today's digital age, having a strong online presence is essential for every insurance agent. This episode dives deep into why a website is more than just a digital business card—it's a powerful tool to build your brand, generate leads, and stay competitive in a crowded market. We explore the importance of digital footprints, how a well-designed …
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In the competitive landscape of the insurance industry, lead generation is a crucial component for growth and success. This episode dives deep into two popular strategies: buying leads versus networking. Join us as we explore the pros and cons of each method, providing you with actionable insights to enhance your lead generation efforts. Discover h…
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He is here! David McFarland, CEO of Coterie joins Coterie's podcast, And I Quote, for the first time! In this episode of the And I Quote Podcast, host Ashleigh Burden interviews David McFarland, co-founder and CEO of Coterie. They discuss various topics, including David's preference for working in the office, his love for hiking in the mountains, h…
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Join us on this episode of The Digital Insurance Agent Podcast as we chat with Rob Harrison, a former British Royal Navy serviceman who transformed his military discipline into a flourishing remote sales career. Rob discusses his transition from the military to leading a 20-person sales team, the challenges he faced, and how he overcame them to bui…
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Do you send your new clients a welcome letter? Are you missing a valuable cross selling opportunity at your insurance agency? In this episode, I Will discuss the value of sending a welcome letter and how it can potentially help you grow your business. Join the newsletter at https://planetoftheagents.com/newsletter/…
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On the latest episode of Coterie Insurance's podcast, And I Quote, Ashleigh Burden sits down with Insurance Agent and Coterie Insurance partner, Carl Ruppel, Commercial Account Executive at Remco Insurance Company in Southampton, Pennsylvania. Key takeaways from this episode: - Transitioning to the insurance industry can present new opportunities -…
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Join us on this episode of The Insurance Agent Podcast as we dive into the startling statistic: why 98% of agents quit in their first year. We’ll explore the challenges and pitfalls that lead to this high turnover rate and introduce the three pillars for success that can transform your career. Featuring insights from Alpha Agent Leads, we’ll share …
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Join host Carl Willis in this episode of the Digital Insurance Agent podcast as he interviews Tara Meehan with Meehan Marketing, a seasoned Fractional CMO and LinkedIn expert. Discover how Tara navigated her career in financial services marketing, the unique challenges and opportunities for financial advisors, and her comprehensive strategies for o…
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How can Insurance agents make a change? Diving into personal and professional development, using science and Netown’s law. In this conversation, Chris Cline discusses the evolution of technology in the insurance industry and the impact of legacy systems. He introduces his book, 'Inertia of Legacy,' which explores the concept of legacy and reframes …
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In this conversation, Bobbie Collies Chief Insurance Officer at Coterie Insurance, and Karnina Szymanski, Chief Customer Officer at Bold Penguin discuss their experiences in the insurance industry and the role of technology in empowering agents. They also touch on the importance of diversity and inclusion in leadership positions. The conversation h…
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You know your website speaks to your credibility as a business and insurance agency, so how frequently are you reviewing it to make sure it fits well in your strategy for lead generation and client service? Our guest for this episode, James Amezcua, Sales Director at Lift Local joins us for an engaging conversation that includes the importance of c…
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What is the future of the auto insurance industry for the independent agency channel? Is the channel of distribution going to change and will insurance agents still be relevant? Will people buy their auto insurance online or directly at the dealership? Are self driving cars or autonomous vehicles going to affect auto insurance sales? Independent ag…
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You have so much opportunity as an insurance agent to sell different types of insurance products, including commercial insurance. If you are focused on personal lines and adding more commercial lines insurance, this is the episode for you. I also discuss opportunities for business insurance agents to cross sell their clients. Join the newsletter at…
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In this insightful episode of "The Digital Insurance Agent," host Carl Willis sits down with Nick Trawinski and Will Kibler from InsuranceMD to explore their remarkable journey and success in the niche market of disability insurance for doctors. Trawinski and Kibler share their strategic approach, highlighting how they identified a specific need wi…
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"Is there a limit to how seamless things can actually be before customers start missing the good old relationship touch within the insurance buying process?" In this episode of Coterie's Podcast, And I Quote, Bobbie Collies is joined by Megan Kuczynski, the President of Insurtech Insights. They discuss the excitement and challenges of being at the …
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How familiar are you with Customer Relationship Management (CRM) systems and Net Promoter Scores (NPS)? We're joined by Torey Maerz, Co-founder and CEO of ClientCircle by Rocket Referrals, who sheds some light on how important these systems can be to understanding your insurance agency’s client base and attracting new clients. Torey’s career is one…
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Explore the transformative power of artificial intelligence in search engine optimization with our latest webinar replay, "Beyond Keywords: How AI is Redefining SEO Strategies for Insurance Agents." Dive deep into the innovative ways AI is enhancing SEO tactics, led by industry experts Carl Willis and Jason Crabtree. This session unpacks the utilit…
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In this episode, John Barfield, EVP of Braishfield, shares his insights and experiences in the insurance industry. He discusses the importance of getting involved in the insurance community and the various ways to do so, including networking and utilizing social media. John also highlights the partnership between Bracefield and Coterie, emphasizing…
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Insurance headlines from the property and casualty insurance agency business in 2024. Auto insurance, property insurance, homeowners insurance rates are changing and carriers are pulling out of the market. Do your clients know what's going on in insurance? Join the newsletter at https://planetoftheagents.com/newsletter/ Sign up for insurance agent …
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Uncover the secrets to evaluating lead quality in the insurance industry with this comprehensive episode. We delve into how insurance agents can sift through various lead services to find the most promising prospects. Learn about the metrics that matter, from conversion rates to lead origin, and how technology can streamline the process. This episo…
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In today's episode of planet of the agents, I discuss the hard market in property and casualty insurance and the opportunity that insurance agents have. There is no time like the present to seize the opportunity. Join the newsletter at https://planetoftheagents.com/newsletter/ Sign up for insurance agent social events at: https://insurancesocials.c…
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In this invigorating episode of The Digital Insurance Agent podcast, host Carl Willis engages with the insightful Andy Neary, founder of Complete Game Consulting, to delve deep into the strategies that propel insurance agents towards unprecedented sales success. Andy, with his extensive background as a former professional athlete turned insurance s…
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In this conversation, Michael Fiedel, co-founder of InsurTech Ohio and PolicyFly, discusses the evolution of the insurance industry and the role of technology in shaping its future. He shares the origins of InsurTech Ohio and how it has become a platform for celebrating innovation and fostering conversation in the industry. Fiedel highlights the im…
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In today's episode of planet of the agents, I'm going to discuss some of the wonderful reasons that we are so lucky to be in the insurance industry. With your insurance agent, broker, wholesaler, or play another role in the business, there is so many things to be happy about. Join the newsletter at https://planetoftheagents.com/newsletter/ Sign up …
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In this conversation, Caitlin Saenz, the Chief Operating Officer at Coverhound, shares her journey in the insurance industry and the challenges and rewards of working in the InsurTech space. She emphasizes the importance of building a happy and engaged team and provides insights on hiring for culture fit and growth. Caitlin also discusses the appro…
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Do you spend a lot of your time trying answer the same questions over and over? Why not create a system where you and your team can easily have ready for both phone conversations and emails to put your entire staff on the same page and reduce the work of trying to come up with the answer over and over. Insurance agents already work so hard, so why …
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In this transformative episode of The Digital Insurance Agent podcast, host Carl Willis is joined by the insurance industry titan Jay Abdulaziz, whose remarkable journey has led to generating over $120 million in insurance commissions. This session dives deep into the systems and strategies that have propelled Jay to the pinnacle of success. Carl a…
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In this conversation, Dustyne Bryant, Director of Risk and Insurance Education and Research at the National Alliance for Insurance Education and Research, discusses the birth and evolution of her podcast, Awkward Insurance. She shares how the podcast aims to make insurance topics more engaging and fun. Dustyne also talks about the future of insuran…
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In this dynamic episode of The Digital Insurance Agent, host Carl Willis sits down with Alex Miranda, the visionary behind Virtrify, to delve into the transformative power of virtual teams in the insurance industry. As insurance agencies navigate the complexities of the digital age, finding innovative ways to scale and enhance efficiency is paramou…
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In today’s environment, the agency management system (AMS) has indeed become a critical component of agency operations. It’s time to get rid of, or at least reduce your reliance on, that paper filing cabinet. These days, an AMS can really help you get to that paperless office, while increasing your overall agency efficiency. We're joined by Michael…
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In this conversation, Ashleigh Burden interviews Elisa Stampf, the co-founder and CEO of Insure Equality, a tech nonprofit focused on creating cultural change and accountability in the insurance industry. Elisa shares her background and the journey that led her to create Insure Equality. She discusses the importance of creating a safe space in the …
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Season four of the And I Quote Podcast kicks off with exciting conversations and thought-provoking insights. The hosts, Ashley Burden and Bobbie Collies, discuss the evolving landscape of insurtech and the integration of digital transformation in the insurance industry. They also express their anticipation for upcoming events and the growth of Cote…
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Choosing the right software for your insurance agency is not easy. There are a lot of features that you nee, and many that you actually do not need that are included with many software packages. In this episode of Planet of the Agents I will discuss the options available to property and casualty insurance agents in the different software from which…
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Technology keeps advancing and improving, making it difficult to know when and what to choose for systems that will help insurance agency operations become more efficient. In this episode of IATS, we consider the systems most needed by, and order of implementation at, insurance agencies. We're joined by Michael Streit, General Manager of EZLynx, wh…
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In this enlightening episode of "AI 2024: Navigating the Future - A Practical Overview for Insurance Agents," your host, Carl Willis, engages in a captivating conversation with Jonathan Mast, the visionary founder of White Beard Strategies. Join them as they explore the transformative power of AI and its implications for insurance agents in the ear…
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Welcome to another insightful episode of The Digital Insurance Agent podcast! In this edition, we're diving into the world of savvy solutions to help your customers save big on auto insurance. Our special guest, John Roppolo from Nexlearn, joins us to unravel the benefits of DriveSafe Online—a game-changer for insurance agents navigating the high-r…
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