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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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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Do you get overwhelmed with insurance policies? Are you interested in learning about the different types of insurance? On the show, RiskProNet starts the conversation about insurance and risk management. RiskProNet is a network of independent insurance agencies who serve individuals and corporations with extensive industry knowledge. Follow the show to get an in-depth look at insurance and risk assessment. If you want to learn more about RiskProNet, visit their website at riskpronet.com.
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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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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 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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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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Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors. From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality. Weiss, Hale & Zahansky (WHZ) Strategic Wealth ...
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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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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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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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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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The Insura-Preneur Podcast provides 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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1
How Specialization Transformed M3 Agency: Insights from Brad Reitzner - Part 2
25:54
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In this episode of "Know Your Risk and Insurance Coverage with Risk ProNet," host Chip Arenchild continues his conversation with Brad Reitzner, Executive Vice President of Property and Casualty at M3 Agency, to discuss the transformative power of specialization. Brad discusses the impact of their Business Assurance Associates program, how they effi…
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#84 - Holding Court w/ Heath (The Mayor) Shearon
43:54
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In this episode, Lindsay and Carey sit down with Heath Shearon, the Mayor of Insurance Town to chat about topics such as the impact of technology on the future of the industry, and the importance of maximizing efficiency and driving margins in agencies. Overall, the conversation highlights the need for adaptation and creativity in the insurance ind…
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Hunter, Farmer, or Trapper: Building the Strongest Team for Your Agency
26:44
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Shane and Tonya explore the different sales personas—hunters, farmers, and trappers, how understanding these roles can help you build a more effective team, and why the right mix of skills and personalities is crucial for your agency’s growth and success. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, a…
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In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Ciara Gravier of The Bunker Insurance and Risk Management. Ciara shares her experience transitioning from a captive agent to an independent agent. She talks about the importance of underwriting and building relationships with carriers in the independent space. In addi…
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Episode 8: What Are The Main Provisions Of Workers Compensation Coverage In Arizona?
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In this episode, we’ll review the Essential Elements Of Arizona Workers Compensation Insurance For Employers & Employees. Navigating Arizona’s workers compensation can be challenging. Our team at PJO Insurance Brokerage in Arizona is here to provide professional help and guidance with your work insurance claims. Reach out to us today for more assis…
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What Are The Main Provisions Of Workers Compensation Coverage In Arizona?
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In this episode, we’ll review the Essential Elements Of Arizona Workers Compensation Insurance For Employers & Employees. Navigating Arizona’s workers compensation can be challenging. Our team at PJO Insurance Brokerage in Arizona is here to provide professional help and guidance with your work insurance claims. Reach out to us today for more assis…
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The financial markets were volatile in August – does that spell trouble for your investments and buying power in the months ahead? Get the full scoop with this episode's insights from Jim Zahansky, AWMA®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailore…
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1
Unlocking The Power of Talent & Technology in Your Insurance Agency - Trap #7
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Are you falling into Good Results Trap #7 by under-utilizing your agency’s technology and talent? In this episode of The Agent Leader, Brent Kelly dives into the critical importance of your agency’s talent and growth strategy. Brent emphasizes that the key to staying competitive and efficient lies in a proactive approach to investing in both your p…
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#83 - Redefining Ability: Autism in the Workplace w/ Spencer Berg
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In this episode, Lindsay and Carey sit down with Spencer Berg, to share his story finding the abilities in his autism diagnosis that helped him build a successful career in the insurance industry. Spencer emphasizes the importance of recognizing and valuing the unique abilities of individuals with disabilities and discusses the misconceptions about…
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Scaling Smart: When and How to Grow Your Agency
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Shane and Tonya discuss the right timing and strategies for growth and how to expand your team while preserving the personalized service your clients love. 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, John Crawley shares his experience transitioning from a captive insurance agent to an independent agent. He discusses his background as a captive agent, the challenges he faced when becoming independent, and the strategies he used to establish himself as an independent agent. He emphasizes the importance of learning from others, se…
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1
Why Bonds Should Be Part of Your Retirement Portfolio
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Explore the resurgence of bonds as an attractive investment option for your retirement portfolio, with the 10-year Treasury yield its highest since 2008. Micheal Baum CFP®, RICP®, discuss how bonds can provide diversification, stability, and regular income in retirement portfolios, while also examining tax implications. - Subscribe to the You and Y…
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#82 - Adapting to the Evolving Tech Landscape w/ Sean & Paul Hawkins
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In this episode, Lindsay and Carey sit down with Sean and Paul Hawkins, the founders of Hawksoft to chat about what large technology companies are doing to keep up with the rapidly evolving insurtech landscape. This episode covers many topics including challenges of integrating different software systems, the importance of focusing on relationships…
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Defining Your Agency's Identity: Creating Culture & Brand
27:18
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Shane and Tonya explore the decisions involved in shaping your agency’s identity. From the importance of branding to creating a strong company culture, they offer insights into business growth and impact. 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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Ignoring the Power of the 80/20 Rule - Trap #6
25:05
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Skyrocket your agency's revenue by embracing proven strategies used by top-performing agencies. In this episode, Brent Kelly gets into how the 80/20 principle can revolutionize your business model, helping you focus on the top 20% of your clients who generate 80% of your revenue. Imagine the impact of having half your revenue come from just the top…
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In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Ron Keats of Keats Insurance Agencies about his transition from being a captive insurance agent to becoming an independent agent. Ron shares his background as a captive agent and how he established himself in the independent space. He discusses the advantages and chal…
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Drawing Financial Inspiration from Noah’s Ark
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In the ever-changing world of finance, preparing for the unexpected is not just wise—it's essential. In this episode, Craig and Jennifer will explore this very topic, using the timeless story of Noah's Ark as a metaphor for financial planning. We’ll cover financial planning items like investing, diversification, long-term planning, and the role ann…
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Tune in for a comprehensive mid-year financial checkup that could revolutionize your money management. From revisiting your investment mix and budget to optimizing taxes and retirement savings, our expert, Leisl Langevin, breaks down essential steps to keep your finances on track. - Subscribe to the You and Your Money podcast - Follow us on Faceboo…
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Episode 24: Charting the Course - Mapping the Customer Journey
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In this episode of Licensed to Talk Insurance, Amanda Yaniz and Kelsey Concklin-Ramsey delve into the intricacies of mapping the customer journey. They explore the significance of understanding every touchpoint in the path from prospect to policyholder. Listen in to learn how mapping this journey can unveil opportunities to enhance client experienc…
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The Power of a Welcome Letter for Your New Insurance Agency Clients
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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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#81 - Four Generations of Trimbles w/ Kirt Trimble
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In this episode, Lindsay and Carey sit down with Kirt Trimble, the president of Trimble Insurance as shares his experience of being the fourth generation to transitioning into ownership of the agency. He emphasizes the importance of planning, clear communication, and understanding the strengths and culture of the agency. Kirt also discusses the rol…
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Chasing Authentic Success: Your Dream, Your Agency
26:29
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Shane and Tonya discuss the importance of staying true to your own vision in the independent agency world, as well as exploring the pitfalls of chasing others' dreams, the value of authenticity, and how to build a business that aligns with your personal goals and strengths. IA Forward to can help you take your agency from good to great. Learn more …
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Is Accountability Ruining Your Strategy? - Trap #5
23:02
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Do your agency’s beliefs and behaviors align? Brent Kelly dives into Good Results Trap #5 which covers having limited or no culture of accountability in your insurance agency on this episode of The Agent Leader. Learn how fostering a Culture of Accountability can not only boost performance, but also make your agency a beacon for top talent. Examine…
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In this episode of the Insurance Perspectives podcast, Kenny Hendricks interviews Niki Henley from Extra Mile Insurance Solutions about her transition from being a captive insurance agent to becoming an independent agent. They discuss Niki's background in insurance, the challenges she faced as a captive agent, and the resources she utilized to aid …
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How to Choose Which Business Structure is Best for Your Business
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Dive into the labyrinth of business structures with our experts on today's episode! Whether you're launching a startup or scaling your enterprise, choosing the right business structure is crucial. From sole proprietorships to LLCs, C Corps to S Corps, we break down the pros, cons, and tax implications. - Subscribe to the You and Your Money podcast …
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#80 - Get Your Financials In Order Pre-Sale w/ Aaron Stocks
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In this episode, Lindsay and Carey interviews Aaron Stocks, CEO of PFS Global and AgencyPoint, about outsourcing accounting for independent insurance agencies. They discuss the process of onboarding, cleaning up books and taxes, and the importance of tax planning. They also touch on the benefits of outsourcing accounting, such as creating redundanc…
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1
Politics and Social Media: Balancing Business and Beliefs
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Shane and Tonya discuss the contentious political climate, the impact of polarized opinions on small business owners, and should agency owners take a political stance on their personal and business social media pages. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Face…
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How can you turn part-time clients into full-time profits for your insurance agency? Brent Kelly shares the strategies that can transform your business model, boost your profitability, and secure your agency's future in this episode which continues our Good Results series with Trap #4 Part-Time Clients. Understand the critical importance of transit…
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1
How Specialization Transformed M3 Agency: Insights from Brad Reitzner - Part 1
27:30
27:30
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In this episode of "Know Your Risk and Insurance Coverage with Risk ProNet," host Chip Arenchild welcomes Brad Reitzner, Executive Vice President of Property and Casualty at M3 Agency, to discuss the transformative power of specialization. M3 Agency, a top 100 agency with 400 employees across eight offices, has successfully grown organically throug…
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Retirement is a significant milestone, and with it comes the need to understand Medicare. For many, the transition from employer-provided health insurance to Medicare can be daunting. In this episode of the podcast, Craig and Jennifer dive into the essentials of Medicare to help you get a better understanding of this key piece of retirement plannin…
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1
When to Invest Back Into Markets After Interest Rates Are High
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In an era of enticing 5% interest rates on savings accounts and money markets, many investors are caught in a dilemma. Should you park your cash in these seemingly attractive short-term vehicles, or pursue long-term investment strategies? Our latest episode dives deep into this pressing question. - Subscribe to the You and Your Money podcast - Foll…
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How can managing expectations enhance satisfaction in your personal and professional life? Shane and Tonya share insights on balancing bucket list experiences with business goals, setting realistic expectations, and nurturing relationships. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Fo…
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#79 Reflections on Year One as CEO of Big I w/ Charles Symington
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In this episode, Lindsay and Carey sit down with Charles Symington, the CEO of the Independent Insurance Agents and Brokers of America, to discuss his journey in the insurance industry and the challenges faced by independent agents. The conversation covers the current hard market and the impact of technology on the industry. Symington emphasizes th…
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What's the best way to scale your agency's revenue and ensure sustainable growth? Escape the Part-Time Producer Trap! Brent Kelly continues the Good Results Traps series with Trap #3, having part-time producers. Discover the critical elements that can elevate your agency from "doing ok" to thriving. Brent dives into the often-overlooked factors tha…
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Episode 7: What Are The Financial Benefits Of Adding Employment Practices Liability
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In this episode we’ll explore how you can Maximize Business Protection with Employment Practices Liability Insurance, also known as EPLI. Keep in mind that safeguarding your business against unforeseen risks requires a complete coverage that protects your business, that’s why you need to Choose The Right Provider for Employment Practices Liability …
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What Are The Financial Benefits Of Adding Employment Practices Liability To My Business Insurance Package?
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In this episode we’ll explore how you can Maximize Business Protection with Employment Practices Liability Insurance, also known as EPLI. Keep in mind that safeguarding your business against unforeseen risks requires a complete coverage that protects your business, that’s why you need to Choose The Right Provider for Employment Practices Liability …
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Dive into the latest economic buzz! This quick video unpacks the Fed's take on inflation, soaring company earnings, and skyrocketing market highs. But what does it all mean for your wallet? Get the scoop on smart investing strategies that'll help you ride out election jitters and global hiccups. Whether you're a market newbie or a seasoned pro, sta…
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How Unique is Your Sales Approach? - Trap #2
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What is your agency's set offense? Can you clearly articulate the differences of your agency vs. everybody else? Are your pipelines overflowing? If any of those answers are no, you may be falling into Good Results Trap #2, which wecover on today's Agent Leader podcast. In this episode, Brent Kelly continues the GoodResults Traps 7-part series by co…
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In this episode, Carey and Lindsay sit down with Jonathan Lugo, a Producer at Veritas Insurance. They discuss Jonathan's journey into the insurance industry, his focus on his niche, and how he created FirmSecured to help grow that niche and build a specialized career as a young producer entering the insurance space. The interview touches on buildin…
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Weathering the Aftermath: Preparedness as an Agency Owner
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In the aftermath of Hurricane Beryl in Texas, Shane and Tonya discuss how technology and proactive planning can help you support your clients and maintain business operations during and after significant weather events. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Fa…
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1
Real Estate Investing In The Triad with Nick Gonzalez, CCIM
22:04
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Are you curious about the current state of the real estate market in North Carolina? In today’s episode, special guest Nick Gonzalez, CCIM, the co-owner of Linville Team Partners in Winston-Salem, joins Craig on the show to talk all about the world of investing in real estate with a special focus on real estate investing in the Triad. Join Craig an…
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Retirement should be about doing what you enjoy, whether that be travel, pursuing hobbies, or spending quality time at home. Learn how to financially plan your retirement lifestyle now so that you can prioritize what's important to you later. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - Se…
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Episode 23 - Essential Reporting for Insurance Agency Growth
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In Episode 23 of "Licensed to Talk Insurance," hosts Amanda Yaniz and Kelsey Concklin-Ramsey welcome back Christine Lee, an agency growth coach at Chicagoland SIA. This episode dives deep into the critical reports that insurance agency owners should be reviewing regularly to ensure growth and profitability. Christine shares her insights on the impo…
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Trap #1 – The Cost of Not Having a Clear Plan
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Is your agency getting good results? Careful, these good results could very well be traps that are holding your agency back from becoming its best version possible. In this first of a seven-part series, Brent Kelly talks agency leaders through the first trap - having no clear strategic or financial plan. Get ready to ask yourself if your business m…
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1
Halfway There: A Mid-Year Check In For Your Agency
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Shane and Tonya discuss the importance of mid-year check-ins to reassess goals, make necessary adjustments, find alternate uses for existing tools and resources, and adapt business strategies for long-term success. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Faceboo…
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#77 - 37 Agencies and the Road to One More Policy w/ John Darr
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In this episode, Lindsay and Carey sit down with John Darr, the president and founder of Darr Schackow Insurance to discuss John's experience acquiring 37 agencies and continuing to grow his agency. John shares his approach to growth by acquisition and explains how he keeps acquired agencies separate while still working towards organic growth. He s…
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Trends and Complexity in the Group Benefits Market with Marcie Strouse
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Join AgencyBloc for a comprehensive discussion on employee benefits with Marcie Strouse, Partner at Capitol Benefits Group (https://capitol-benefits.com). This episode dives deep into the ever-changing group benefits market, offering valuable insights for businesses of all sizes. Key Discussion Points: Market Dynamics: Explore the impact of carrier…
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Are commercial insurance client or personal lines insurance clients more loyal?
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By Dave Baker
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Join us for an insightful mid-year market update where we dissect the unexpected strength of the current bull run. Our expert panel dives into the factors driving market performance, including the Fed's "soft landing" strategy and the impact of interest rates. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedI…
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Changing the Insurance Narrative: Positivity in a Negative World
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Shane and Tonya discuss the negative talk prevalent within the insurance industry, strategies for promoting positivity, and the importance of a positive mindset in transforming conversations and customer interactions. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Face…
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