The Independent Insurance Agency Playbook: The insurance business is all about playing an infinite game. Shane and Tonya discuss how to play the long-term game of being a successful agent and creating a culture of freedom for yourself.
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PJO Insurance Brokerage is a full-service independent insurance agency that specializes in providing personalized insurance solutions for individuals and businesses. With our brokers having over 60 years of combined insurance experience, at PJO Insurance Brokerage, we take pride in the fact that we put our clients’ needs first and foremost.
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Amanda Yaniz, Director of Marketing and Kelsey Ramsey, Director of digital strategies discuss all aspects of being an independent insurance agent other than writing insurance policies. This means we will cover topics about digital strategies, sales, marketing, agency management, agency growth strategies, and so much more.
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The Insurance Perspectives podcast provides honest, open, and transparent conversations with insurance technology companies in the independent insurance industry. There will be a two-part series highlighting members of the HawkSoft API Partner Program. Part one will focus on the company and how their technology helps the independent agent. Part two will focus on an independent agent and dive further into how this technology helps their agency be more efficient.
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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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The independent insurance agency space is rapidly changing and evolving. The whole industry is feeling it and we want to provide a connection for agents to understand that they’re not alone. Join industry expert, Carey Wallace, and her Gen X daughter, Lindsay Wallace, as they interview agency owners, and get down in the nitty-gritty of every day topics that you face in your agency. The incoming wave of M&A, agency marketing, technology & insurtech, and generational change is upon us, join us ...
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The Ultimate Insurance Agents podcast for the property and casualty insurance industry. Grow your agency, retain clients, compete in the modern world.
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A macro look at health, benefits, and senior market insurtech industry happenings and trends with AgencyBloc CEO Tim Robinson, and AgencyBloc CTO Cory Schmidt.
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The podcast for independent insurance agency leaders and their teams to learn practical strategies and behaviors to become their best version possible. Hosted by Sitkins Group President, Brent Kelly, The Agent Leader Podcast provides agencies with leadership, sales, and self-development methods that actually get results. With our focus on a total-team approach to improving independent insurance agencies, we dive into sales, service, and leadership teams. Leadership is not a title. Leadership ...
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Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com Avantax affiliated financial professionals may only conduct business with residents of the states for which they a ...
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Welcome to the Agency Growth Machine Podcast with Randy Schwantz. This show is for agency owners who want to remain independent, develop their team of producers, and do it in a way that they too can grow and profit from.
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Roger Sitkins, the nations #1 Insurance Agency Consultant has been helping independent insurance agencies and producers become more profitable, more efficient and have more fun for over 35 years. Today he offers a suite of services to help you achieve the great agency you've always dreamed of.
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We're 3rd generation insurance agency owners, and also brothers. In 2018, we launched our 2nd company, Total CSR, with the aim of reducing new-to-industry onboarding time frames from 2 years, to 2 months. Since then, we’ve traveled the country speaking to thousands of agencies owners and their teams. The Independent Agent Podcast is our attempt to provide helpful answers to your most difficult questions - anonymously of course.
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The independent insurance agency space is getting turned on it's head right now and the next three to eight years are going to be messy, exciting and potentially revolutionary. I'll be broadcasting the journey one agent at a time as we all scramble to piece together the agency of the future, technology and the unrelenting battle for your client's attention
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We are Craig Pretzinger and Jason Feltman, just a couple Insurance Dudes passionate about telemarketing TeleFunnels. We’ve hacked the mechanics of top agents TeleFunnels. You’ll hear behind the scenes tactics for how you can sell more, save time, reduce the cost of your leads and produce predictable results every single day! Now lets get it on! Go to live.teledudes.com to register for a live webinar on the TeleDudes service or www.teledudes.com to sign up today!
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Welcome to Mahoney Manhart Agency podcast aka Goose Droppings. Blake Manhart and Ryan Mahoney are independent insurance agents with Goosehead Insurance. Listen as we discuss the journey of building our agency through relationships, marketing, & branding. You will find a mix of interviews, presentations, tips and our thoughts around how we approach the insurance industry. Thank you for listening and please leave us your comments and reviews. Cover art photo provided by Gary Bendig on Unsplash ...
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The Digital Advisor is a marketing podcast where independent insurance agents and financial advisors come for marketing, branding, and SEO strategies that help them build a better business both online, and off. Our parent company, Advisor Evolved provides agents and advisors with insurance agency websites and marketing coaching that helps them build the brand authority they need to maintain a stable, long lasting business in a highly competitive space. For more information, check our website ...
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Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.
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#75 - Not Your Grandfather's Acquisition Strategy w/ Adam Bowe
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In this episode Carey and Lindsay sit down with Adam Bowe, Founder of Cake, to chat about how this platform brings an innovative solution to buying and selling insurance agencies. The conversation explores the platform's features, the buyer and seller experience, and the impact of the hard market on Cake's adoption. Visit https://www.haveyourcake.c…
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Gen Z Insights with Olivia Bruno: From D1 Athlete to Insurance Intern
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A unique takeover episode featuring D1 Softball player Olivia Bruno, Kylie Lowry, and Tonya, discussing fresh perspectives on leadership, success, and the evolving role of Gen Z in the insurance industry. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Ins…
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Financial Wisdom Through The Lens of Mark Twain
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Ever wondered how the timeless wisdom of Mark Twain applies to finance? Known for his wit and profound observations on life, Twain's words offer more than just entertainment—they provide valuable lessons for managing your finances. Join us as we discuss financial tips through the lens of some classic Mark Twain quotes. Here’s some of what we discus…
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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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Kenny Hendricks, host of the Insurance Perspectives podcast, discusses the road ahead for the IP podcast. Season one has concluded and season two will begin on August 13th. ________________________________________________________________________ If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com. For more information on…
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Shane and Tonya discuss the TV show Welcome to Wrexham, and draw parallels to the insurance industry: emphasizing the importance of maintaining a consistent approach, rather than focusing on industry changes or market cycles; understanding one's niche; and playing the infinite game. IA Forward to can help you take your agency from good to great. Le…
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#74 - Deciding to Sell the Agency w/ Matt Crismore
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In this episode Carey and Lindsay sit down with Matt Chrismore of The Crismore Agency as he shares his experience of selling his agency after owning it for four years. The decision to sell his agency was made to simplify his life, leverage resources, and focus on what he enjoys most—talking to clients and providing the best insurance value. Matt em…
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3 Must-Take Steps to Unlock Your Best Version Possible
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In this episode of the Agent Leader podcast, host Brent Kelly discusses the three steps to becoming a Best Version Possible agency. He emphasizes the importance of clarity, alignment, and focus in achieving agency transformation and growth. (5:30) It all starts with agency leaders answering three key questions for Clarity: where are we today, where…
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In this episode, Kenny Hendricks interviews Clayton Yomtob about how his agency uses Cake. The conversation covers topics such as the experience of using Cake, the impact on the Insurance Company Advisors Group, and the value it brings to the agency. Clayton discusses the benefits of Cake's platform, the challenges of buying and selling insurance a…
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The Future of Auto Insurance for Independent Insurance Agents
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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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Are You Making These Rookie Mistakes With Your Investments?
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19:23
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Investing can be a daunting task, especially for those who are just starting out. Even seasoned investors can fall into common traps that can derail their financial goals. In this episode, we’ll share our experience on how to avoid rookie investing mistakes and build a solid financial plan. Here’s some of what we discuss in this episode: Making sur…
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Building Your Perfect Tech Stack: Essential Steps for Independent Insurance Agents
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In this insightful episode of License to Talk Insurance, your hosts Amanda and Kelsey dive into the essential steps for developing a tech stack tailored to independent insurance agencies. They discuss the critical components of a tech stack, from agency management systems to customer relationship management (CRM) tools, and website essentials. Aman…
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Growing Your Business During Turbulent Times
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From global issues affecting the insurance market to interpersonal challenges within your agency, Shane and Tonya discuss practical strategies to navigate and resolve conflicts effectively, leading with empathy and strength, and ensuring a thriving business environment. IA Forward to can help you take your agency from good to great. Learn more at i…
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#73 - Video is a Game Changer w/ Chris Langille
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In this episode Carey and Lindsay sit down with Chris Langille, Founder of Advisor Evolved to talk about the importance of branding and the use of video content to enhance brand presence. Chris gives advice to agencies who may be struggling to create engaging content and gives examples of the way he humanizes his approach to branding. /////////////…
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In this episode, Kenny Hendricks interviews Adam Bowe from Cake on how agencies can utilize Cake's book of business marketplace to strategically grow their agency. The conversation covers the origins of Cake, the challenges in the insurance industry, and the unique value proposition of their platform. Takeaways Cake's book valuation engine is a pow…
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Episode 6: How Can Employers Effectively Manage Workers Compensation Claims?
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In this episode we’ll explore how employers can Manage Workers’ Compensation Claims to Minimize Financial Impact. Remember, to avoid risking your business, The Role of Legal Experts in Navigating Workers’ Compensation Claims is essential for your financial stability. Get in touch with our expert brokers today for guidance. Don’t let these claims be…
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How Can Employers Effectively Manage Workers Compensation Claims?
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In this episode we’ll explore how employers can Manage Workers’ Compensation Claims to Minimize Financial Impact. Remember, to avoid risking your business, The Role of Legal Experts in Navigating Workers’ Compensation Claims is essential for your financial stability. Get in touch with our expert brokers today for guidance. Don’t let these claims be…
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#72 - Business Partnerships: Lessons Learned w/ Grant Weber
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In this episode Carey and Lindsay sit down with Grant Weber, President of TruSummit Insurance Solutions to talk about the entrepreneurship, partnerships, and the challenges of business ownership. Grant shares his personal experiences and lessons learned, offering valuable advice for those considering partnerships. He emphasizes the importance of cl…
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Shane and Tonya discuss the pressure to equate busyness with success, the effects on mental health and work-life balance, their personal experiences of being overbooked, and finding fulfillment beyond the hustle. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook,…
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In part two of a series on AgencyZoom, Kenny Hendricks interviews Brad Boldt, president of Amerigard Insurance Agency. Brad shares his 25-year journey in the insurance industry and how he transitioned from being a captive agent to an independent agent. He discusses how AgencyZoom has helped streamline their sales process and improve their customer …
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The 401(k) is a great tool. It's easy and painless, which makes it a great way to build our savings. But it's also easy and painless, which also means we tend to forget about it for long periods of time. Today we’re going to talk about a few of the places where people make mistakes with their 401(k). Here’s some of…
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Types of Commercial Insurance that Agents Sell
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17:09
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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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From Salesperson to CEO: Mastering The Achievement Mindset
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Shane and Tonya discuss the challenges of moving from a sales-focused mindset to a ownership role, the importance of building infrastructure, and developing leadership skills. Their conversation highlights the need for achievement-mindset producers to evolve their ownership approach, focusing on long-term business sustainability while still achievi…
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The Power of Quitting: Elevate Your Agency by Letting Go
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What's the secret to transforming your agency with less effort and more impact? Discover the blueprint to agency success that every leader needs. This episode dives into the heart of empowering insurance agency leaders, showcasing how doing less can actually lead to achieving more. By focusing on strategic delegation, cultivating team empowerment, …
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#71 - Could Data Change the Acquisition Space w/ David Watson
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In this episode, Carey and Lindsay are joined by David Watson from RiskAdvisor to talk about the impact of data on agency operations and acquisitions. The conversation covers the topic of RiskAdvisor's functionality, and explores the efficiency and value of capturing and leveraging data, as well as the potential for data-driven decision-making in a…
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In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Sydney Roe from Vertafore on how AgencyZoom can be used in an agency to automate marketing and sales efforts. Sydney discusses the value of personalization at scale while effectively serving the customer. Takeaways AgencyZoom helps agencies automate their marketing an…
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#70 - Launching Trusted Risk Advisor Status
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In this episode, Lindsay and Carey sit down with Elliot Bassett, the president of Ellerbrock-Norris and co-founder of Rocketship Ventures. They discuss Elliot's journey in the insurance industry and the development of Launch, a software platform designed to help insurance agencies become trusted advisors to their clients providing a roadmap to assi…
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Shane and Tonya discuss the Julie-ism of "Don't Create Your Worry," the worry cycle, and how it affects our lives and our independent insurance agencies. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.…
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In this episode, Kenny Hendricks interviews Jim King of Waverley Insurance Agency about his experience using Agency Revolution. The conversation covers topics such as the history and focus of Waverley Insurance Agency, the value of customer service and proactive outreach, the integration of HawkSoft and Agency Revolution's platforms, and the challe…
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Insurance Industry Shifts with Cristin Hopkin-Bishop, COO at The Brokerage Inc.
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In this episode, Tim Robinson (CEO at AgencyBloc) and Cory Schmidt (CTO at AgencyBloc) interview Cristin Hopkin-Bishop, COO at The Brokerage Inc. Cristin shares her background, the history of The Brokerage Inc., and the current landscape, shifts, and consolidation in the insurance industry. The Brokerage Inc. is a family-owned national FMO (Field M…
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Understanding Perception Checking: Enhancing Communication in Insurance
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19:59
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In this episode of "Licensed to Talk Insurance," hosts Amanda Yaniz and Kelsey Concklin Ramsey dive into the often-overlooked skill of perception checking. Join Amanda, the Director of Marketing, and Kelsey, the Director of Digital Strategy at Chicagoland SIA, as they explore the nuances of effective communication within the insurance industry. The…
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Are you coming at accountability backwards? Brent Kelly discusses how to use accountability for success in your insurance agency on this episode of The Agent Leader. Discover the essential strategies for growth through insights on aligning your team, understanding roles, taking strategic actions, and the power of coaching to excellence. Learn how a…
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#69 - Embracing Vulnerability and Authenticity w/ Meg McKeen
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36:27
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In this episode, Lindsay and Carey are joined by Meg McKean to discuss imposter syndrome, knowing your worth, and redefining success. They explore the challenges and doubts that come with pursuing a non-traditional career path, the importance of embracing your own journey, and the power of vulnerability and authenticity. Meg shares her own experien…
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Finding The Solution For What Annoys You The Most
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Shane and Tonya discuss pinpointing the stress points in your agency, figuring out the specific problem, and finding the solution. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.By Shane Tatum and Tonya Lied
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In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Dave Morton about how Agency Revolution empowers agencies to stay top of mind with clients through their client communication and website platforms, Fuse and Forge. Takeaways Relationships are a key part of the insurance industry, and Agency Revolution aims to deliver…
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Leveraging Tech to Elevate Agency Sales and Service
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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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Episode 5: Understanding Employment Practices Liability Insurance In California
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In this episode, we will explain Employment Practices Liability Insurance, or EPLI, the benefits it offers, and why it's an essential option for your business in California. Remember, the stability and success of your business in Orange County, California, depend on the crucial protection that Employment Practices Liability Insurance provides. We e…
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Understanding Employment Practices Liability Insurance In California
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In this episode, we will explain Employment Practices Liability Insurance, or EPLI, the benefits it offers, and why it's an essential option for your business in California. Remember, the stability and success of your business in Orange County, California, depend on the crucial protection that Employment Practices Liability Insurance provides. We e…
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Have you ever felt a rush of excitement when your investments soared, or a pang of fear when they plummeted? You're not alone. Emotions can play a powerful role in our financial decisions, sometimes leading us astray from our long-term goals. In this episode, we’ll dissect the emotional undercurrents that can influence our investing behavior. Here’…
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The Big Deal About Dwelling Fire (And Why It Matters To Your Agency)
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Shane and Tonya discuss the importance of balancing your book - and what carriers are doing about it. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.By Shane Tatum and Tonya Lied
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In this episode, Lindsay and Carey sit down with Olivia Schmitt from Vertafore to talk about personal and professional growth in the insurance industry. Covering various topics, including their love for family and dogs, the importance of having a mentor, and redefining success in different areas of life. Olivia shares her experience transitioning f…
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In this episode, Kenny Hendricks interviews Teresa Crane, agency owner at Crane Group Insurance, about how they use Ascend in their independent insurance agency. They discuss the history of the agency, their specialization in commercial lines, and the challenges they faced with agency billing before implementing Ascend. Teresa highlights the time-s…
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Are you a cow or a buffalo in the insurance industry? Brent Kelly introduces a "cow mentality" and a "buffalo mindset" and how each pertains to different areas of an independent insurance agency. Learn how to shift from a cow to a buffalo with eight specific areas: Focus on problem vs. a focus on the solutions. (7:30) Activities vs. Results (9:00) …
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Shane and Tonya discuss the DBW principle and what independent insurance agents are doing to find success in the hard market. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.By Shane Tatum and Tonya Lied
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#67 - Investing in the Right Tools w/ Kevin Panter
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In this episode, Lindsay and Carey sit down with Kevin Panter, the owner of Kevin Panter Insurance and a founding member of Southeastern Network Agencies (SNA) to discuss the importance of technology and learning from failure. Kevin emphasizes the importance of hiring the right people, partnering with the right companies, and investing in technolog…
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In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Kailyn Despotakis from Ascend. They discuss how the Ascend platform is used to streamline agency bill workflows and support premium financing for their clients. Takeaways Building relationships and working with vendors that integrate seamlessly with existing systems i…
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What's the secret to building powerful relationships with CFOs? Unlock the key to establishing meaningful connections with CFOs by understanding their priorities, challenges, and strategic goals with this episode of The Agent Leader. Brent Kelly and Kari Glennon dive into what makes a CFO tick, from the nuances of their day-to-day responsibilities …
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As the baby boomer generation begins reaching the later stages of life, a staggering amount of wealth is set to change hands. Experts estimate that between $40 trillion to $100 trillion will be transferred to younger generations over the next two decades. This seismic financial shift is not just about numbers; it's about families, legacies, and the…
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Think Long-Term, But Sometimes You Need A Win NOW
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Shane and Tonya discuss needing a win now, the comparison game, agency growth, and the business owner versus sales mindset. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.By Shane Tatum and Tonya Lied
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#66 - A Lawyers Take on The FTC Non-Competes Ban w/ Jennifer Weaver
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In this episode, Carey and Lindsay sit down with Jennifer Weaver, a lawyer at Manning Fulton & Skinner, P.A., who specializes in insurance industry litigation, to discuss the recent ruling by the FTC banning non-compete clauses in employment contracts. She explains that non-competes are agreements between employers and employees that prevent the em…
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