Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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Town Hall Meeting - With Bradley Flowers
Manage episode 474917565 series 2660844
Content provided by Heath Shearon. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Heath Shearon or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
in this weeks episode of Insurance Town, the Mayor himself brings you insights and strategies to help grow your agency! In this special Town Hall episode, we are joined by Bradley Flowers of Portal Insurance. Bradley is a master at building referral relationships with lenders and realtors, and today he’s sharing his game-changing strategies with our community.
If you’ve ever felt stuck working with realtors who don’t close deals or lenders who don’t deliver, this episode is for you! Bradley has cracked the code on how to identify and partner with the right referral sources—and he’s giving us the full playbook.
Key Takeaways:
- Stop Wasting Time: How to avoid partnering with lenders and realtors who don’t deliver.
- Data-Driven Referrals: How Referral Radar can identify high-value partners already sending business to insurance agents.
- Strategic Integrations: How to plug Bradley’s system directly into your CRM/AMS to streamline follow-ups and maintain relationships.
- Predictive Analytics: Learn how to use real-time data to find lenders and agents that are most likely to work well with your agency.
- Relationship Building: Tips for long-term success in leveraging referral partners to grow your book of business.
Why You Should Listen:
Bradley Flowers has found a way to make referral partnerships strategic rather than random. This episode will teach you how to work smarter, not harder—so you can spend less time chasing and more time closing deals.
Episode Resources:
- Learn more about Bradley Flowers and his work at Portal Insurance
- Check out Referral Radar to discover the best referral sources in your area
- Missed the live Town Hall? Catch the full replay here: [Insert Link]
Connect with Us:
- Follow Insurance Town on [LinkedIn]
- Subscribe to the podcast on [Apple Podcasts], [Spotify], and [Google Podcasts]
- Got feedback or want to suggest a guest? Reach out at [Insert Contact Info]
Special Thanks:
Big shoutout to our sponsors for making this Town Hall possible:
- SMART CHOICE – Helping agents grow their business with the right partnerships.
- Canopy Connect – The easy way to gather insurance data.
- Olde School Marketing – Personal and powerful branding for your agency.
Tune in, take notes, and let’s grow your referral network the right way!
Enjoy the episode!
281 episodes
ShareManage episode 474917565 series 2660844
Content provided by Heath Shearon. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Heath Shearon or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
in this weeks episode of Insurance Town, the Mayor himself brings you insights and strategies to help grow your agency! In this special Town Hall episode, we are joined by Bradley Flowers of Portal Insurance. Bradley is a master at building referral relationships with lenders and realtors, and today he’s sharing his game-changing strategies with our community.
If you’ve ever felt stuck working with realtors who don’t close deals or lenders who don’t deliver, this episode is for you! Bradley has cracked the code on how to identify and partner with the right referral sources—and he’s giving us the full playbook.
Key Takeaways:
- Stop Wasting Time: How to avoid partnering with lenders and realtors who don’t deliver.
- Data-Driven Referrals: How Referral Radar can identify high-value partners already sending business to insurance agents.
- Strategic Integrations: How to plug Bradley’s system directly into your CRM/AMS to streamline follow-ups and maintain relationships.
- Predictive Analytics: Learn how to use real-time data to find lenders and agents that are most likely to work well with your agency.
- Relationship Building: Tips for long-term success in leveraging referral partners to grow your book of business.
Why You Should Listen:
Bradley Flowers has found a way to make referral partnerships strategic rather than random. This episode will teach you how to work smarter, not harder—so you can spend less time chasing and more time closing deals.
Episode Resources:
- Learn more about Bradley Flowers and his work at Portal Insurance
- Check out Referral Radar to discover the best referral sources in your area
- Missed the live Town Hall? Catch the full replay here: [Insert Link]
Connect with Us:
- Follow Insurance Town on [LinkedIn]
- Subscribe to the podcast on [Apple Podcasts], [Spotify], and [Google Podcasts]
- Got feedback or want to suggest a guest? Reach out at [Insert Contact Info]
Special Thanks:
Big shoutout to our sponsors for making this Town Hall possible:
- SMART CHOICE – Helping agents grow their business with the right partnerships.
- Canopy Connect – The easy way to gather insurance data.
- Olde School Marketing – Personal and powerful branding for your agency.
Tune in, take notes, and let’s grow your referral network the right way!
Enjoy the episode!
281 episodes
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1 Immersing yourself in the game ! Live from Memphis TN 21:59
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Play Later Play Later Lists Like LikedIn this weeks episode the mayor sits down with his good friend and 2nd tine guest in Insurance Town. Only this time These two are live in The Home of Elvis Presley! The mayor simply asked Marcus what have you learned about the insurance industry of the last year and some of the answers he gave to us blew my mind. Cause he’s working and Consulting with insurance agencies and said he talks about: Insurance agencies don’t treat themselves like professionals and how they can do that better The importance of AI, data, and automation is for your business This man is so inspirational so much fun you gotta check this one out. It’s short sweet. “The enemy of great is not bad it’s good.” Sponsors Smart Choice Agents Canopy Connect…
1 How did working in an agency help her to be a better carrier rep? (Live from Graceland) 38:20
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Play Later Play Later Lists Like LikedThis episode was recorded live from Memphis Tennessee at Graceland, Home of Elvis Presley, the King of Rock and Roll. From the PIA of Arkansas annual convention, the Mayor got to sit down with long time friend Courtney Fenske to talk about her life from Account Manager to successful Territory Manager at Accuity. She is such a value add to not only her agents but also this industry earning her multiple awards over the past few years and the respect of so many. Check out this amazing conversation and hear more from her journeys in Arkansas. Sponsored by : Smart Choice Agents - Canopy Connect - Olde Schoool Marketing And watch it on Youtube as well.…
1 That balance of Personal Touch and Technology. (LIVE from Memphis TN) 25:41
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Play Later Play Later Lists Like LikedIn this engaging live podcast episode from Memphis, Heath Sheeran and Riley Talbot discuss a variety of topics ranging from music and culture to the intricacies of the insurance industry. Riley shares his journey from a college athlete to a successful insurance professional, emphasizing the importance of technology and human interaction in the field. The conversation also touches on the challenges of building a business from scratch and offers valuable advice for agents and carriers navigating the evolving landscape of insurance. Building a business from scratch requires a clear vision and adaptability. Technology should enhance, not replace, human interaction in insurance. Long-term sustainability is key for both agents and insurers. A balance between technology and personal touch is essential for growth. Riley emphasizes the importance of real-time data in decision-making. The insurance industry is evolving, and staying ahead requires innovation. Personal interests, like music and food, can enrich professional conversations. Chapters 00:00 Welcome to Insurance Town 02:03 Exploring Music and Culture 04:54 Riley's Journey in Insurance 09:56 Building a Business from Scratch 12:52 The Role of Technology in Insurance 20:08 Advice for Agents and Carriers 22:50 Fun and Personal Insights…
1 Want to grow your agency through Builders Risk? Here is the playbook... 51:11
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Play Later Play Later Lists Like LikedIn this conversation, Matt Waxman shares his journey from a marketing major to a successful figure in the insurance industry, discussing his experiences in hospitality, insurance claims, and marketing. He emphasizes the importance of understanding the property market, particularly in challenging areas like Florida and Texas, and offers valuable advice for agents navigating these tough times. The discussion also touches on the evolution of his company, Alchemy Insurance Solutions, and the opportunities within the builders risk space. In this conversation, Matt Waxman and Heath Shearon delve into the complexities of Builders Risk insurance and the emerging cannabis insurance market. They discuss the importance of building strong relationships with underwriters, understanding client needs, and the necessity of educating producers on these specialized insurance products. The dialogue emphasizes the need for agents to develop pipelines for Builders Risk and the lucrative opportunities within the cannabis sector, highlighting the evolving nature of these industries and the role of Alchemy Insurance Solutions in providing comprehensive coverage solutions. takeaways Matt Waxman has a diverse background in marketing, hospitality, and insurance. He transitioned from a marketing major to a career in insurance after exploring various fields. Waxman emphasizes the importance of building relationships in the builders risk market. The property market presents challenges, but also opportunities for agents willing to adapt. Alchemy Insurance Solutions focuses on solving pain points in the insurance market. Understanding the needs of clients is crucial for success in insurance. Waxman encourages agents to prepare thoroughly when submitting risks to underwriters. Flexibility in underwriting is essential in today's property market. The builders risk space can lead to long-term relationships with clients. Agents should not give up on finding coverage solutions for their clients. The likelihood of declination increases without proper partnerships. Understanding Builders Risk is crucial for effective insurance solutions. Building relationships with underwriters is essential for agents. Providing detailed information to underwriters enhances approval chances. Agents must sell both to clients and carriers effectively. The cannabis insurance market presents significant opportunities. Education and webinars are vital for agents to succeed in niche markets. Direct access to underwriters fosters better communication and solutions. Agents should be transparent about their knowledge in niche markets. The insurance landscape is evolving, requiring adaptability from agents. 05:52 Matt Waxman's Journey to Insurance 10:32 Cornerstone to Alchemy: Evolution of a Company 18:00 Navigating the Property Market Challenges 20:06 Advice for Agents in a Tough Market 21:54 Navigating the Builders Risk Landscape 28:10 Understanding the Role of Underwriters 32:32 Building a Pipeline for Builders Risk 35:53 Exploring the Cannabis Insurance Market 40:07 The Science Behind Cannabis Insurance 45:53 Alchemy Insurance Solutions: A Comprehensive Overview My amazing Sponsors; Smart Choice Canopy Connect Olde School Marketing…
1 Improve notetaking and better the client journey!! 38:31
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Play Later Play Later Lists Like LikedIn this conversation, Daniel Yoo discusses the inception of Finmate AI, a tool designed to enhance the efficiency of financial advisors by automating note-taking and data entry. He shares his journey from being a financial advisor to creating a solution that addresses common pain points in the industry. The discussion also touches on the role of AI in financial services, the importance of maintaining human relationships, and the future of in-person meetings in a technology-driven world. In this conversation, Daniel Yoo discusses the transformative role of AI in the financial services industry, emphasizing the importance of human relationships in client interactions. He addresses data security concerns, the integration of AI with CRM systems, and the evolving client experience in a technology-driven world. Daniel also shares insights on how financial advisors can learn from each other and adapt to the changing landscape, ultimately highlighting the need for personalized service in an increasingly automated environment. takeaways Chapters 00:00 Introduction and Background 02:46 The Birth of Finmate AI 06:01 The Role of AI in Financial Services 09:05 Enhancing Human Relationships with Technology 12:05 Optimizing Workflows with AI 15:03 The Future of In-Person Meetings 18:50 The Role of AI in Financial Services 21:29 Data Security and Privacy Concerns 25:51 Integrating with CRM Systems 29:30 Learning from Financial Advisors 29:59 Enhancing the Client Experience 34:50 Final Thoughts and Contact Information…
In this engaging conversation, Ben Morrow shares his journey from a nomadic childhood to his current role in the insurance industry. He discusses the challenges of balancing family life with a demanding career, the impact of personal loss on his wellness journey, and the unique bond he shares with his identical twin. Ben emphasizes the importance of trust and resilience in navigating life's ups and downs, and how his experiences have shaped his approach to personal growth and spirituality. In this conversation, Ben Morrow discusses the innovative approach of Claims Concierge in the insurance industry, focusing on enhancing the claims process for policyholders. He emphasizes the importance of building trust between agents and clients, the role of contractors, and the need for a grounded presence during claims. Morrow also addresses the challenges faced in the industry, including the need for better communication and follow-through, and highlights the significance of vulnerability in fostering relationships and providing support during difficult times. Chapters 00:00 Spring Break and Family Life 03:00 Ben Morrow's Journey: From Childhood to Career 06:04 The Impact of Family and Personal Loss 08:55 The Twin Connection: Identity and Individuality 11:51 Wellness and Spirituality: A Lifelong Journey 14:59 Navigating Life's Challenges: Trusting the Process 20:59 Entering the Insurance Industry: A New Chapter 25:22 Claims Concierge: A New Approach to Insurance Claims 31:51 The Role of the Agent: Building Trust and Relationships 36:48 Navigating the Claims Process: A Grounded Presence 41:26 Overcoming Industry Challenges: Building Trust and Relationships 47:54 Leading with Vulnerability: The Human Side of Claims Sponsors: Smart Choice Canopy Connect…
1 Did he just say he has solved cold calling forever? you gotta hear this .... 32:55
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Play Later Play Later Lists Like LikedIn this episode of Insurance Town , Mayor sits down with Paul Neuberger , Best Selling Author of the book: Secrets to Cold Call Success and the founder of C-Suite for Christ , an incredible community that brings together executives with a shared Christian faith. Paul discusses a variety of important topics, including the often-overlooked challenges faced by C-suite executives, the struggles of cold calling, and he tells us of the unfortunate, unhealthy habits in the lives many high-level professionals face in their careers. Throughout the conversation, Paul dives into: The Importance of Faith in Leadership: How Christians can maintain integrity and faith in the corporate world, even when facing tough decisions. Cold Calling: The challenges and strategies for effective cold calling, especially in the world of business development. The Health of C-Suite Executives: The often-hidden toll leadership can take on executives, both physically and emotionally, and the importance of maintaining balance. The Mission of C-Suite for Christ: Paul shares the heart behind his organization, its mission, and how it’s transforming the way leaders approach faith and business. Common Struggles for Christians in the Corporate World: What it looks like to integrate one’s Christian faith with corporate responsibilities and how to stay true to values in an often secular business environment. Whether you're an executive, a Christian business professional, or someone looking to understand how faith intersects with leadership in the modern world, this episode will offer valuable insights into navigating corporate life with integrity and purpose. Special Thanks to Our Sponsors: Smart Choice : Helping independent agencies grow and succeed through access to top carriers and cutting-edge tools. Canopy Connect : Simplifying the insurance quoting process with a smarter, quicker way to gather customer data. Olde School Marketing : Your trusted partner in creative marketing strategies designed to help your agency stand out in a crowded market. Don’t forget to subscribe, rate, and leave a review! Let us know your thoughts on the episode and how you integrate faith into your leadership journey!…
in this weeks episode of Insurance Town, the Mayor himself brings you insights and strategies to help grow your agency! In this special Town Hall episode , we are joined by Bradley Flowers of Portal Insurance . Bradley is a master at building referral relationships with lenders and realtors , and today he’s sharing his game-changing strategies with our community. If you’ve ever felt stuck working with realtors who don’t close deals or lenders who don’t deliver , this episode is for you! Bradley has cracked the code on how to identify and partner with the right referral sources —and he’s giving us the full playbook. Key Takeaways: Stop Wasting Time: How to avoid partnering with lenders and realtors who don’t deliver. Data-Driven Referrals: How Referral Radar can identify high-value partners already sending business to insurance agents. Strategic Integrations: How to plug Bradley’s system directly into your CRM/AMS to streamline follow-ups and maintain relationships. Predictive Analytics: Learn how to use real-time data to find lenders and agents that are most likely to work well with your agency . Relationship Building: Tips for long-term success in leveraging referral partners to grow your book of business. Why You Should Listen: Bradley Flowers has found a way to make referral partnerships strategic rather than random . This episode will teach you how to work smarter, not harder —so you can spend less time chasing and more time closing deals. Episode Resources: Learn more about Bradley Flowers and his work at Portal Insurance Check out Referral Radar to discover the best referral sources in your area Missed the live Town Hall? Catch the full replay here: [Insert Link] Connect with Us: Follow Insurance Town on [LinkedIn] Subscribe to the podcast on [Apple Podcasts], [Spotify], and [Google Podcasts] Got feedback or want to suggest a guest? Reach out at [Insert Contact Info] Special Thanks: Big shoutout to our sponsors for making this Town Hall possible: SMART CHOICE – Helping agents grow their business with the right partnerships. Canopy Connect – The easy way to gather insurance data. Olde School Marketing – Personal and powerful branding for your agency. Tune in, take notes, and let’s grow your referral network the right way! Enjoy the episode!…
1 Re-Air: Can You Rebuild After Losing Everything? Marques Ogden Did—Here’s How 44:04
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Play Later Play Later Lists Like LikedIn this re-aired episode of Insurance Town, the Mayor sits down with former NFL player turned inspirational speaker and business coach, Marcus Ogden. This is one of our most powerful and motivating conversations, and we wanted to bring it back for those who missed it—or need to hear it again. Marcus shares his incredible journey from playing in the NFL to hitting rock bottom, working as a custodian for $8/hour, and ultimately rising again to become a highly sought-after speaker and leadership coach. His story is raw, real, and absolutely packed with lessons for agency owners, producers, and anyone striving to lead with purpose. 🔥 In this episode, you’ll hear: What Marcus learned from legendary NFL coaches like Jack Del Rio and Jeff Fisher The “PIVOT” mindset and how it applies directly to the insurance industry His rock-bottom moment—and how it became the fuel for his next chapter Why ego can be your downfall, and how humility and character build lasting trust Practical leadership advice that applies whether you're in the back office or the corner office Sponsors: A big thank you to our sponsors for making this episode possible—and for continuing to support the Insurance Town Podcast! Smart Choice: Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs. Canopy Connect: Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency’s processes. Olde School Marketing: For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game!…
1 Is High-Net-Worth Insurance Really That Different? 57:21
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Play Later Play Later Lists Like LikedIn this episode of Insurance Town, host Heath Shearon sits down with Kevin Koone, a well-respected insurance professional with a fascinating career journey. Kevin shares how he transitioned from aspiring to work in the medical field to making his way through GIS mapping, janitorial work, and eventually finding his place in the independent insurance space. Heath and Kevin discuss:; ✅ The challenges of commission-based sales and how he navigated early struggles. ✅ High-net-worth clients—how he got into that niche and what makes them different. ✅ How to handle tough conversations about rate increases and policy changes. ✅ The importance of empathy, education, and building lasting client relationships. ✅ The evolving role of leadership in independent agencies and the difference between personal and commercial lines service styles. Kevin also shares personal insights on faith, family, and the value of time in today’s fast-paced world. Whether you're a seasoned agent or just starting, this episode is packed with real-life lessons and industry wisdom. Sponsors: A big thank you to our sponsors for making this episode possible! Smart Choice: Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs. Canopy Connect: Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency’s processes. Olde School Marketing : For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game! 🎧 Tune in now and let’s talk insurance! 🚀…
1 The Secrets to Making the Most of Industry Events 25:28
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Play Later Play Later Lists Like LikedIn this exciting episode of Insurance Town, The Mayor, sits down with Ricky Brito of Agent Brokers United (ABU) to talk all things networking, trade shows, and building relationships in the insurance industry. Ricky shares his journey from manual labor to becoming a key player in the insurance event space and how ABU is changing the game for agents and brokers nationwide. We also take a deep dive into the ABU National Insurance Trade Show Convention coming up in Las Vegas at Planet Hollywood on April 24-27, 2025. Ricky lays out what attendees can expect—from the Chris DeJune Memorial Golf Tournament to a packed lineup of keynote speakers, networking opportunities, and after-hours events. Key Takeaways: ✔️ The Power of Networking – Why building relationships is key to success in the insurance industry. ✔️ ABU Trade Show Breakdown – Everything you need to know about the upcoming ABU National Insurance Trade Show Convention in Las Vegas. ✔️ Maximizing Your Conference Experience – Pro tips on how to make the most of your time at trade shows and industry events. ✔️ The Importance of Follow-Up – How to turn new connections into lasting business opportunities. ✔️ The Fun Side of Conferences – From golf tournaments to exclusive after-hours parties at the Wynn Las Vegas, there’s more to industry events than just business. Event Details & Registration: 📅 ABU National Insurance Trade Show Convention 📍 Planet Hollywood, Las Vegas 🗓 April 24-27, 2025 🎟 Register at: ABUunited.com 💰 Use Promo Code: HEATH for 50% off registration! Sponsors: A big thank you to our sponsors for making this episode possible! 🎯 Smart Choice – Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs. 📊 Canopy Connect – Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency’s processes. 📢 Olde School Marketing – For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game! 💡 Connect with Us: 🔗 Follow Ricky Brito on LinkedIn & Social Media 🎙 Subscribe to Insurance Town Podcast for more great episodes! 🚀 See you in Las Vegas!…
1 Turning Challenges into Strength: do NOt let anyone or anything else define you 48:17
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Play Later Play Later Lists Like LikedIn this episode of Insurance Town, Heath Shearon sits down with Kimiko Donahue, an insurance pro who has done it all—captive agent, independent agency owner, carrier rep, and now a coach helping business owners find their path. What You'll Learn in This Episode: 🚀 Kimiko’s Journey – From selling car washes to running a successful independent agency. 💡 Lessons from Captive to Independent – Why her training in the captive world helped shape her sales approach. 🤝 Building Strong Carrier Relationships – How understanding the carrier side can make you a better agent. 🔥 Coaching & Mentorship – Why finding the right mentors and mastermind groups can make all the difference. 💪 Turning Adversity into Strength – How overcoming personal struggles has fueled her success. 🎶 The Power of Music – How music can be a game-changer in business and life. Key Takeaways: ✔️ The importance of selling on value instead of price. ✔️ Hard markets affect everyone, but mindset and strategy make the difference. ✔️ Why turning away the wrong business can actually help you grow. ✔️ The power of mentorship, coaching, and masterminds to break through limitations. Kimiko’s story is inspiring, insightful, and packed with wisdom for agents at every stage. Sponsors: A big thank you to our sponsors for making this episode possible! Smart Choic e – Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs. Canopy Connect – Want to simplify the way you collect client information? Visit to see how Canopy Connect can help streamline your agency’s processes. Olde School Marketing – For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game! 🎧 Listen Now and get inspired!…
1 How PayPal leveraged AI and technology to transform digital payments. 51:49
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Play Later Play Later Lists Like LikedIn this captivating episode of the Insurance Town Podcast, Mayor Heath Shearon welcomes the tech-savvy and insightful Mike Todasco. Known for his rich background in innovation and technology, Mike shares his journey from working at PayPal to becoming an expert in generative AI. Together, they dive deep into how AI is transforming industries, including insurance. Mike explains the disruptive journey of PayPal, the evolution of mobile payments, and the strategic pivots that kept the company at the forefront of digital transactions. The conversation then shifts to the power of AI and its incredible potential to revolutionize the way agencies operate. From comparing insurance policies to streamlining daily tasks, Mike and Heath explore innovative AI use cases that can simplify processes and enhance customer experiences. Whether you’re an AI skeptic or already experimenting with ChatGPT, this episode is packed with practical ideas and inspiration to take your agency to the next level. Key Takeaways: AI's Role in Business Evolution: How PayPal leveraged AI and technology to transform digital payments. Generative AI in Insurance: Practical use cases for streamlining policy comparisons and enhancing customer communication. Embracing Technology: Why insurance agencies should overcome tech hesitancy to stay competitive. Personalized AI Applications: How to tailor AI tools to fit your agency's unique needs and voice. Sponsors: A big thank you to our sponsors for making this episode possible! Smart Choice: Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs. Canopy Connect: Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency’s processes. Olde School Marketing: For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game! Tune in now to discover how AI can transform your agency and learn from one of the industry's brightest minds!…
In this episode I just want to say thank you and to make an announcement or two !! Please take a few minutes to subscribe and download this little episode for future listen if ya want but make sure you do. We have some big things coming up here in Insurance town! Love you all! thank you all !! See you soon ! Sponsors: A big thank you to our sponsors for making this episode possible! Smart Choice – Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs. Canopy Connect – Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency’s processes. Olde School Marketing – For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game! 🎧 Listen, Subscribe & Leave a Review! If you enjoyed this episode, please subscribe and leave us a review on your favorite podcast platform. Stay tuned for more great conversations in Insurance Town ! 🚀…
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Insurance Town
1 What Happens When We Stop Hiding and start having real conversation? 47:48
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Play Later Play Later Lists Like LikedIn this episode of Insurance Town , host Heath Shearon sits down with Brenden Corr to catch up on life, career changes, and the powerful work he's doing with Project 55 —a mental health initiative focused on supporting employees in the insurance industry. Brenden shares insights into his transition from Lost Run Pro, the importance of prioritizing family, and his passion for mental health advocacy in the workplace . The conversation takes a deep dive into how mental health affects insurance professionals, especially during challenging market conditions . Key Takeaways: Life Updates from Brenden Corr – Moving from Lost Run Pro and what’s next. The Reality of Small-Town Montana – Why locals have mixed feelings about Yellowstone . Understanding Project 55 – A movement aimed at providing free mental health resources to insurance professionals. Workplace Mental Health Awareness – Why leaders need training to support their teams effectively. The Hard Market’s Mental Toll – How insurance agents, CSRs, and account managers can manage stress. Breaking the Stigma – Heath and Brenden discuss generational shifts in mental health conversations. About Project 55 Project 55 is designed to bridge the gap between mental health struggles and access to help, offering: Free resources for mental health education. A community forum for peer support. A first responder training program for agency leaders to better support employees. Check it out: Project55.org Final Thoughts Mental health isn’t a weakness , and you’re not alone . Whether you're struggling with tough client conversations, workplace stress, or personal challenges, help is available. 📢 Don’t forget to share this episode with your colleagues—mental health awareness starts with a conversation! Sponsors: A big thank you to our sponsors for making this episode possible! Smart Choice – Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs. Canopy Connect – Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency’s processes. Olde School Marketing – For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game!…
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Insurance Town
In this episode of Insurance Town , host Heath Shearon sits down with Kyle Kuest , a dynamic sales professional at Vertafore , to talk about his unique journey from ministry work to the world of insurance technology sales . Kyle shares how his background in the church, his passion for history, and his experience in teaching shaped his approach to sales, customer service, and leadership. Kyle and Heath discuss: ✔️ Lessons from Ministry & Teaching – How active listening, empathy, and organization play a vital role in sales. ✔️ Sales Strategies in a Hard Market – Why agencies should focus on organization, proactive communication, and leveraging technology. ✔️ The Power of Workflow & CRM – How AgencyZoom and Vertafore’s management systems help agencies streamline their processes. ✔️ Overcoming Challenges – Advice for insurance professionals navigating the current market. ✔️ The Importance of Community & Collaboration – Why independent agencies should work together rather than compete in isolation. Kyle also shares his winning strategies that helped him earn awards in his first year at Vertafore and provides practical tips for insurance professionals looking to level up their sales game. Connect with Kyle Kuest: 📌 LinkedIn : Kyle Kuest 📌 Vertafore : www.vertafore.com Sponsors: A big thank you to our sponsors for making this episode possible! 🟠 Smart Choice – Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs. 🟠 Canopy Connect – Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency’s processes. 🟠 Olde School Marketing – For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game! 🎧 Listen, Subscribe & Leave a Review! If you enjoyed this episode, please subscribe and leave us a review on your favorite podcast platform. Stay tuned for more great conversations in Insurance Town ! 🚀 #InsuranceSales #HardMarket #InsuranceTechnology #Vertafore #AgencySuccess…
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Insurance Town
1 Navigating Challenges & Driving Change in Insurance 31:19
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Play Later Play Later Lists Like LikedIn this episode of Insurance Town, Mayor Heath Shearon sits down with his good friend and insurance powerhouse, Ariel Rivera, the newly appointed President of PIA National. Ariel shares his journey, the responsibilities of his new role, and how he’s embracing the challenges of leadership in the independent insurance world. Episode Highlights: ✅ Ariel’s Journey to Leadership – From starting in the industry to becoming the youngest-ever PIA National President, Ariel reflects on his path and what drives his passion for the independent agency space. ✅ What PIA Does for Agents – Ariel breaks down the advocacy, education, and networking opportunities PIA provides, and why agents need to be engaged to reap the full benefits. ✅ Hard Market Realities – Ariel and Heath discuss the ongoing hard market, its impact on independent agents, and what agents can do to navigate these challenging times. ✅ Advocacy Matters – Hear Ariel’s firsthand experience testifying before Congress about flood insurance reform, and why agents need to be aware of legislative issues affecting the industry. ✅ Cyber Insurance & RGS – Ariel shares his work with RGS, helping agencies provide cyber coverage solutions in a rapidly evolving digital landscape. ✅ Stronger Together – The importance of unity and collaboration in the insurance space, and how the PIA is growing stronger through collective action and support. Heath and Ariel bring the energy, passion, and love for the industry in this episode—one you don’t want to miss! Sponsors: A big thank you to our sponsors for making this episode possible! 🔹 Smart Choice – Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs. 🔹 Canopy Connect – Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency’s processes. 🔹 Olde School Marketing – For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game! 🎧 Tune in now and let’s talk insurance! 🚀…
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Insurance Town
1 I finally understand it! and so will you.... 48:32
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Play Later Play Later Lists Like LikedIn this episode the Mayor, interviews his new friend Caleb Burkey, and experiences a light bulb moment! We really hope you do as well. This one is a game changer on so many levels. If you want to actually understand Parametric Insurance AND get to eaves drop on a great conversation, press play now. This one is a good one. Sponsors: Smart Choice Insurance Canopy Connect Olde School Marketing…
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Insurance Town
1 Could you be getting bindable commercual Insurance quotes in less than 2 minutes 1:00:49
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Play Later Play Later Lists Like LikedReplay Episode !! This week In Insurance Town the Mayor sits down with his good friend Becky Monfre, VP of Digital Accounts at Coterie Insurance. Becky Monfre, joins us in Insurance via the Vertafore Insurance Podcast. to talk about how Coterie is making small commercial Insurance easier. She has been in the industry her entire career and understands the value of speed and efficiency for commercial insurance. As the head of digital distribution, she loves helping agents to embed small commercial insurance capabilities on their website. Becky and the Mayor talk about everything from Raising Kids to Growing small commercial insurance and even get into some Hot takes along the way... Sponsors: Smart Choice Canopy Connect Olde School Marketing…
In this weeks episode, the mayor sits down with his good friend Tinsley English to discuss her latest book titled Grit, Growth & Gumption. But this episode is way beyond that we discuss being a leader in this service industry. We discuss the challenges, the customer service, reps face, the challenges that managers face. We also discuss accepting God’s calling in your life no matter how difficult that might be, or scary that might be. This episode is a really really good one. I couldn’t do this show without my amazing sponsors Smart Choice – the fastest growing agency network hands-down. With over 10,000 agencies across the country, trusting them and over 11 billion written premium Canopy connect – you’re one click solution to getting the deck pages you need to quote your prospects Olde school marketing -the new school approach to an old-school way of marketing…
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Insurance Town
1 How Do You Lead Through Life’s Toughest Moments? 55:06
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Play Later Play Later Lists Like LikedIn this episode of The Insurance Town Podcast , host Heath Shearon sits down with Teresa Kitchens, a dynamic agency owner and podcaster, to explore her remarkable journey of resilience, leadership, and transformation both personally and professionally. Key Highlights: Facing and Overcoming Adversity: Teresa shares deeply personal experiences, including her children's mental health struggles and navigating divorce, while balancing business challenges. These life-altering events shaped her leadership philosophy and the structure of her agency. Virtual Agency Model: As a pioneer of virtual operations, Teresa discusses the motivations behind creating a remote-friendly business and the positive impact it’s had on her team and culture. Leadership and Team Development: Insights into fostering a collaborative and accountable team culture, where members are supported through challenges and empowered to lead. Personal Growth and Mindset Shifts: How self-reflection, books like John Acuff's Start , and introspection allowed Teresa to transform her fears into stepping stones for growth. Blended Family Dynamics: A candid look into the ups and downs of second marriages and blended families, with lessons on communication, compromise, and perseverance. Building Strong Client Relationships: Teresa emphasizes the importance of humanizing client interactions, understanding their struggles, and aligning business operations with empathy. Memorable Quotes: “Our fears were creating everything we didn’t want, but acknowledging them allowed us to grow beyond them.” “As a leader, you must give your team space to heal and grow. Honor their journey—it strengthens the entire organization.” I love interiewing other podcasters its so fun, Listen to her podcast, Power Women in Insurance , where she uplifts voices and stories of women in the insurance industry. Sponsors: A big thank you to our sponsors for making this episode possible! Smart Choice: Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs. Canopy Connect: Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency’s processes. Olde School Marketing: For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game!…
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Insurance Town
1 How are you improving the customer experience? 38:13
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Play Later Play Later Lists Like LikedIn this episode of T he Insurance Town Podcas t , host Heath Shearon welcomes back a beloved guest, Tolga Tezel , CEO of Canopy Connect. Together, they dive deep into how Canopy Connect is transforming the insurance industry with its innovative "one-stop intake platform." From simplifying customer interactions to delivering enriched data, Canopy Connect is helping agents and agencies save time, improve client engagement, and ultimately win more business. Tolga shares the journey of Canopy Connect, highlighting significant updates over the past year, including their expansion into customizable forms, third-party data integration, and advanced tracking for leads. He also emphasizes the importance of simplicity, storytelling, and client feedback in building a successful company. With practical insights for both startups and seasoned agencies, this conversation is a must-listen for anyone looking to elevate their insurance game. Key Takeaways: Evolution of Canopy Connect : From a tool for retrieving deck pages to a comprehensive insurance intake platform that integrates directly into agency workflows. Customizable Solutions: Agencies can now create tailored forms for specific niches, making the client onboarding process seamless and efficient. Integration with Third-Party Data: Access to drivers’ licenses, property data, and more, eliminating the need for tedious manual entry. Tracking Wins and Losses: New tools allow agencies to analyze their lead conversions and follow up effectively. Focus on Fundamentals: Tolga’s key lesson from the past five years is to stay customer-focused, iterate quickly, and keep processes simple. Quotable Moments: “Never fall in love with your solution; fall in love with the problem.” – Tolga Tezel “This platform meets consumers on their terms, whether it’s uploading documents, connecting accounts, or filling out forms.” – Tolga Tezel “Canopy Connect saves agents hours by turning 30 to 45 minutes of data entry into just seconds.” – Heath Shearon Sponsor Shoutouts: A big thank you to our sponsors for making this episode possible! Smart Choice : Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs. Canopy Connect: Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency’s processes. Olde School Marketing : For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game!…
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Insurance Town
Episode Title: Unlocking Hidden Value in Life Insurance Policies with Rob Haynie In this episode of the Insurance Town Podcast, host Heath Shearon sits down with Rob Haynie, Managing Director and co-owner of Life Insurance Settlements, Inc. Rob shares his fascinating journey into the life settlements industry, starting in the early 1990s, and offers insights into how life insurance policies can provide unexpected financial benefits. What You’ll Learn in This Episode: The Origin of Life Settlements: Rob recounts how viatical settlements began as a way to help terminally ill patients use their policies for medical expenses and evolved into the life settlements market we know today. The Power of Education: With billions of dollars in death benefits lapsing each year, Rob emphasizes the importance of educating policyholders about alternatives like life settlements. The Mechanics of Life Settlements: Learn how life settlements work, who the buyers are, and how these transactions provide policyholders with cash that can significantly exceed surrender values. Creative Uses for Settlement Proceeds: Rob shares heartwarming stories of clients using settlements to create lasting memories or fund retirement and healthcare needs. The Role of Advisors: The episode discusses how insurance agents, financial planners, and estate attorneys can help clients explore life settlement options, ensuring they make informed decisions. Key Takeaways: Life settlements can provide seniors with financial freedom, enabling them to fund long-term care, pay off debt, or support family members. Rob’s mantra, “Putting life back into life insurance,” highlights the potential to use life insurance for more than just a death benefit. Whether you’re a policyholder or an advisor, asking questions and exploring options is critical to making the best financial decisions. About Rob Haynie: Rob is a veteran in the life settlements industry and has served on the board of the Life Insurance Settlement Association for over 20 years. He recently received a prestigious leadership award for his contributions to the field. Sponsors: A big thank you to our sponsors for making this episode possible! Smart Choice: Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs. Canopy Connect: Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency’s processes. Olde School Marketing: For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game!…
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Insurance Town
In this weeks episode the Mayor sits down with his good friend, David Vercillo. David Vercillo works as an agent at The Fedeli Group, a large family owned insurance agency in Cleveland Ohio. The Fedeli Group specializes in providing quality insurance products and high-level risk management services. As a former sales coach with the Pacesetter program. Heath and David break down what made the Pacesetters program so successful and what it takes to become a successful producer in todays market. Sponsors: A big shoutout to our amazing sponsors for making this episode possible: Smart Choice: Your go-to partner for independent insurance agents. Canopy Connect: The easiest way to gather insurance data directly from clients. Olde School Marketing: Helping agencies stand out with custom branding and marketing solutions.…
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Insurance Town
1 Do you want learn more about Parametric Insurance? 56:16
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Play Later Play Later Lists Like LikedIn this weeks episode of Insurance Town I had the honor and privilege of interviewing my good friend and Brother from another mother Brian Thompson of Descartes Underwriters. We talk about all things Parametric Insurance. I have to admit I've been in this industry a long time and I've also had the privilege of interviewing a lot of insurance professionals, but I had not one clue about parametric insurance, Until now!! Brian is so good at breaking this down for me, and for you the audience, I am so thankful he stopped by and hung out with me for a little bit. We laughed and learned alot today! Sponsors: A big shoutout to our amazing sponsors for making this episode possible: Smart Choice: Your go-to partner for independent insurance agents. Canopy Connect: The easiest way to gather insurance data directly from clients. Olde School Marketing: Helping agencies stand out with custom branding and marketing solutions.…
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Insurance Town
1 Are you attached or detached from the outcome? 50:39
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Play Later Play Later Lists Like LikedJoin the Mayor of Insurance Town, Heath Shearon, as he sits down with Jacob Bolton to dive deep into his fascinating journey from aspiring professional athlete to a prominent figure in the insure-tech world. Jacob shares his experiences, insights, and lessons learned from his time in collegiate baseball, how he transitioned into the insurance industry, and his passion for technology's role in modernizing agencies. Key Highlights: Jacob’s Backstory: From his time at Eastern Michigan University as a baseball player to navigating career shifts after injuries derailed his pro-sports aspirations. Parallels Between Sports and Insurance: How lessons like overcoming adversity, staying organized, and dealing with failure shaped Jacob’s approach to work in the insurance industry. Tech Talk: Jacob’s perspective on the transformative power of insure-tech tools like CRMs, automation, and AI in helping agencies thrive. Debunking Myths About Technology: Why tech isn’t replacing agents—it’s enhancing their capabilities. Sales Wisdom: Jacob shares his “detachment from the outcome” sales philosophy, inspired by Josh Braun, and how it helps build trust and lasting relationships with clients. Emerging Trends in AI: Jacob’s take on tools like Lavender, ChatGPT, and the future role of AI in streamlining processes, from client communication to task automation. Quotable Moments: 🗨️ "You don’t find yourself getting into insurance, but once you’re in, you fall in love with the process of growth and overcoming challenges." – Jacob Bolton 🗨️ "The key to thriving in sales is staying curious and detaching from the need to close every deal." – Jacob Bolton Sponsors: A big shoutout to our amazing sponsors for making this episode possible: Smart Choice: Your go-to partner for independent insurance agents. Canopy Connect: The easiest way to gather insurance data directly from clients. Olde School Marketing: Helping agencies stand out with custom branding and marketing solutions. Resources Mentioned: AgencyZoom : A CRM tool empowering agencies with customizable automation. Lavender : An AI tool enhancing email communication by simplifying language and boosting response rates. Josh Braun's Sales Strategies : Sales insights and tactics for modern professionals.…
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Insurance Town
1 This guy says he got lucky when became a Millionaire!! 32:12
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Play Later Play Later Lists Like LikedIn this episode of the Insurance Town Podcast, Mayor Heath Shearon sits down with Mike Mathweg, and they discuss how he "lucked" into becoming a Multi-millionaire through hard work and mergers and acquisitions. Whether you’re considering selling your agency, growing through acquisition, or simply curious about the dynamics of agency sales, this episode delivers the goods. Episode Highlights: Mike kicks off by sharing his early career journey, from an internship at Northwestern Mutual to stints in banking and back to the insurance industry. His story showcases the twists and turns that can lead to discovering your true professional passion. Mike talks about the sell of his agency, offering a behind-the-scenes look at how these deals are structured. He breaks down the key factors agency owners should consider before making the leap, including valuation, timing, and buyer compatibility. Heath and Mike discuss the importance of building strong relationships during the M&A process. Mike emphasizes how trust and transparency between buyers and sellers can make or break a deal. Preparing for Sale: Mike shares actionable advice for agency owners to maximize their agency’s value, including cleaning up financials, developing strong processes, and showcasing growth potential. The conversation takes a big-picture turn as Mike discusses trends in the insurance market and how M&A activity is shaping the future landscape. Key Takeaways: Plan Ahead: Mike outlines why a well-prepared agency is more attractive to buyers and how owners can start planning years in advance for a successful sale. Understand Your Value : He explains what factors most influence an agency’s valuation and how to position your business for top-dollar offers. Know Your Buye r: Not all buyers are created equal—Mike highlights the importance of finding the right fit, whether it’s a private equity firm, aggregator, or local competitor. Train your kids up right: he talks about the lessons he is teaching his kids and the next generation about building your own generational wealth. Episode Quote: "Selling an agency isn’t just about the numbers—it’s about finding a partner who aligns with your values and vision for the future." – Mike Mathweg Sponsors : A big thank you to our sponsors for making this episode possible! Smart Choice : Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs. Canopy Connect : Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency’s processes. Olde School Marketing : For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game!…
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Insurance Town
1 Is the technology in your agency, helping you close more deals. 37:28
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Play Later Play Later Lists Like LikedIn this episode of the Insurance Town Podcast , Mayor Heath Shearon sits down with the dynamic Keith Harrison to talk about fun in the workplace, the importance of passion, and the journey that led Keith to where he is today. From LinkedIn connections to the power of networking, Heath and Keith dive deep into the sales process and the ideas and strategies he trains on all over the world. Keith shares insights on finding joy in daily tasks, the philosophy of providing value over price, and some practical advice for making work feel less like work. Check this one out and hear more about: Building a Career on Passion – Both Heath and Keith explore the idea that if you love what you do, “you’ll never work a day in your life.” Keith shares practical sales tips that work Keith workings with agencies all over the world to bring sales game changing sales process to the table How his simple and easy steps can help you turn your CRM into an even more valuable member of your sales team building a sales culture in your agency second to none Episode Sponsors: Smart Choice – Helping independent agents grow and succeed with tools and support that make running an agency easier. Canopy Connect – The ultimate insurance verification tool, allowing agents to streamline data collection and focus on building client relationships. Olde School Marketing – Your go-to partner for customized marketing solutions in the insurance space, from print to digital. Next Steps: Tune in, subscribe, and reach out with feedback or topic suggestions. Don't forget to check out our amazing sponsors for tools and resources that can help elevate your agency to the next level.…
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Insurance Town
1 How Can Indie Agencies Leverage Tech and E&S Markets to Stand Out? 50:20
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Play Later Play Later Lists Like LikedIn this Episode the Mayor sits down with his buddy Bobby Touran , of Rainbow, the MGA built for Restaurants. The conversation covers Baabak Touran’s background, and how the 2008 financial crisis led him and his friends to start a business that eventually became a major focus for him. Heath and Baabak exchange insights on resilience, adapting to change, and the power of entrepreneurship, particularly within challenging economic conditions. Together Mayor and Bobby dive into topics of personal and professional growth, the unpredictable paths that careers can take, and the importance of seizing opportunities—even in tough times. Episode Highlights: .: Insights for Aspiring Entrepreneurs: Reflecting on his experiences, Baabak offers advice for newcomers to the business world. His key message? Embrace the unknown, leverage your network, and never underestimate the power of persistence. Key Quotes: Empowering Small Businesses with Data : Rainbow’s technology helps small agencies leverage data that’s typically out of reach due to cost or complexity, leveling the playing field with larger competitors.\ Automation for Efficiency : Rainbow integrates automation tools that simplify time-consuming tasks. This means agents can spend less time on administrative work and more time building relationships and growing their business. Data Integration for Deeper Insights : Rainbow aggregates data from multiple sources, giving agencies a more holistic view of each client’s needs, behaviors, and potential risks. Supporting Growth in a Changing Market : As the insurance industry evolves, Rainbow helps agencies stay agile, adapt to new trends, and respond to the ever-changing demands of their customers. In essence, Rainbow is helping insurance agencies modernize and grow by putting powerful, user-friendly data tools at their fingertips. It’s an approach that not only helps businesses thrive but also improves client satisfaction—transforming the traditional insurance experience for the better. A big thank you to our sponsors for making this episode possible! Smart Choice : Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs. Canopy Connect : Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency’s processes. Olde School Marketing : For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game! OldeSchoolmarketing.com…
In this solo episode, the Mayor of Insurance Town tackles a challenge we can all relate to—burnout. As the end of the year approaches, workloads ramp up, and burnout can feel like it’s right around the corner. This episode is all about recognizing burnout, taking practical steps to beat it, and finding motivation to finish strong.The Mayor shares powerful burnout stats, signs to look out for, and real-world strategies that make a difference. From prioritizing tasks and setting work boundaries to celebrating small victories, this episode provides the tools to help you recharge, refocus, and wrap up the year with purpose. Tune in for encouragement, practical tips, and a motivational send-off to close out 2024 strong! Sponsors: Special thanks to our sponsors, who make this podcast possible and provide solutions that help you work smarter, not harder: Smart Choice : Supporting agents with access to top carriers, competitive commissions, and dedicated support to help grow your agency. Canopy Connect : The easy, secure way to collect client information quickly, helping you serve clients better and streamline your workflow. Olde School Marketing : Your go-to for customized, creative marketing solutions that give your agency the edge it needs to stand out.…
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Insurance Town
1 A blueprint for agencies looking to grow...in this way... 45:59
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Play Later Play Later Lists Like LikedOn todays episode the mayor interviews good friend Eric Stien, who just finished writing his first book he says, this is a Blueprint for agencies looking to grow their agencies. He gives a lot of practical advice throughout the podcast on simple ways any agency can grow and take its agency to another level. Eric is the President at Insured Solutions, Inc, he is also a Podcast Host: Insurance shop talk and he has a lot to talk about here. Eric shares his inspiring story of taking his insurance agency from humble beginnings to strategic expansion, plus offers advice others can use to differentiate their agency, attract top talent, and adapt to changing customer expectations. This is a good one Buckle up Sponsors: Smart Choice Canopy Connect Olde School Marketing…
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Insurance Town
1 Sales, Strategy, and Career Moves, a conversation with the start-up king 55:53
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Play Later Play Later Lists Like LikedIn this episode of the Insurance Town Podcast , the Mayor sits down with Caleb Cramer, an insurance pro who’s always been on the move—both in the field and in his career. Caleb opens up about his journey in sales, how he’s navigated his career path, and the exciting developments with his new job. They dive deep into the world of insurance sales, focusing on Caleb’s sales philosophy, the challenges he’s faced, and how he’s built long-lasting client relationships that drive success. Caleb also drops some “insider tea” on what’s going on with his latest role and what he's excited about for the future. Tune in to hear Caleb’s candid thoughts on: Why Sales is Everything – How sales has shaped Caleb’s career and why he believes every insurance professional should focus on mastering this craft. The Art of Relationship Building – His tried-and-true methods for developing trust and rapport with clients, and how it’s helped him stand out in a competitive industry. The Next Chapter – Caleb spills the details about his exciting new job and what it means for his future (hint: he’s not slowing down anytime soon). Key Takeaways : “It’s not just about selling a policy, it’s about solving problems.” – Caleb breaks down how his sales approach goes beyond transactions and into long-term partnerships. “You have to stay curious and adapt.” – Caleb shares how curiosity and a willingness to evolve have been critical to his ongoing success in the ever-changing world of insurance. “Sales is a relationship game.” – Why focusing on the human side of business makes all the difference. What’s New with Caleb : Caleb teases some exciting news about his new role in the industry. Without giving too much away, he talks about his fresh start, what motivated the change, and how he plans to keep shaking things up in the insurance world. Quotes : “If you’re not constantly refining your sales approach, you’re already behind.” – Caleb Cramer “Every day I wake up thinking about how I can better serve my clients. The sales will come if you do that right.” Call to Action : Whether you’re a seasoned insurance professional or just getting started, this episode is packed with insights you can use. Don’t forget to subscribe, rate, and review the podcast, and share it with someone who could use a fresh perspective on sales and leadership. Sponsors : A big thank you to our sponsors for making this episode possible! Smart Choice : Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs. Canopy Connect : Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency’s processes. Olde School Marketing : For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game!…
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Insurance Town
1 The best tech makes great service feel effortless. 52:09
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Play Later Play Later Lists Like LikedIn this weeks episode of Insurance Town , The Mayor welcomes good buddy Patrick McBride to the show. Patrick, a seasoned insurance professional, shares his journey, experiences, and insights on the industry's evolving landscape. Key Highlights: The Last Few Years in the Industry: Patrick reflects on how the last couple of years have been "wicked" due to the rapid changes in technology and the industry's shift towards innovation. He provides perspective on how to stay ahead amidst these changes. Staying Connected in a Changing World: The conversation shifts to the importance of maintaining relationships in the insurance world, especially in a post-pandemic landscape. Patrick talks about his strategies for staying connected with colleagues and clients while continuing to adapt to the evolving industry. Customer Service and Technology: The conversation digs deep into how the evolution of technology has transformed customer service in the insurance world. Patrick emphasizes the need for agencies to use tech to enhance the client experience—whether it's through automation or more personalized service. They discuss tools like AI chatbots, data analytics, and client portals, which not only make processes faster but allow for a more tailored approach. As Patrick points out: "The best tech makes great service feel effortless."Patrick shares a few stories where tech simplified otherwise complex processes for clients, noting how a quick turnaround and personalized communication helped retain customers. The duo also touches on the challenge of finding a balance between automation and the human touch. "At the end of the day," says Patrick, "clients still want to know there’s a real person behind the scenes who cares about them." Rapid Fire Questions Segment: In a fun and fast-paced part of the episode, Heath puts Patrick in the hot seat with rapid-fire questions. Get ready for some hilarious and insightful moments as Patrick reveals: Favorite tech tool for improving customer service. Worst business advice he ever received. Favorite networking event (besides Indy Tech, of course!). Go-to grilling recipe —yes, there’s a little cooking talk! And much more! Customer Service Tech Takeaways for Insurance Pros: Speed & Efficiency with Tech: Use technology to streamline repetitive tasks like policy changes, claims processing, and FAQs to free up more time for personalized client interactions. Human Touch: While automation is a game-changer, it’s crucial to maintain a human connection for the moments that matter. Clients value tech for convenience but trust is built through real relationships. Data-Driven Personalization: Tools that provide data insights can help agents understand client preferences and needs, making their outreach and service more meaningful. Don’t Miss: Laugh-out-loud moments from the rapid-fire segment. Patrick’s take on the biggest customer service pitfalls and how to avoid them in today’s tech-driven world. Takeaways for Insurance Professionals: Importance of attending industry events like Indy Tech to network and stay updated on new trends. How to stay agile and adaptive to change in a "wicked" industry. Strategies for staying connected with your professional network, even when you can't always meet in person. Don't Miss: Hilarious stories from the Indy Tech event that will keep you laughing. Patrick’s take on how insurance professionals can thrive in today's rapidly evolving environment. Subscribe & Review: Don’t forget to subscribe to Insurance Town on your favorite podcast platform and leave a review to help others find the show…
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Insurance Town
1 PIA of Texas- Hard Market Discusion ( LIVE) 48:39
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Play Later Play Later Lists Like LikedThis is a LIVE episode from the PIA of Texas Conference in San Marcos Texas ! We are discussing Hard Market with Carrie Cheeks of JenCap, Debbie Dziga of Dziga Insurance, and Michael Ley of Hawksoft WARNING : THE AUDIO IS NOT STUDIO QUALITY DUE TO THE LIVE ASPECT BUT CONTENT TOO GOOD not to put out. Episode Sponsors: Smart Choice Agents Canopy Connect Olde School Marketing…
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Insurance Town
1 Unlocking Agency Potential: Tech, Growth, and Relationship Strategies 46:32
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Play Later Play Later Lists Like LikedIn this episode of Insurance Town , Heath Shearon sits down with a dynamic guest who is transforming how agencies operate. The conversation centers around leveraging technology to streamline agency operations and drive growth. From CRM systems to data analytics, they break down the tools and strategies that can help agencies stay competitive and efficient. The guest also highlights the power of relationship-building and how investing in both clients and team members can foster long-term success. This episode is a must-listen for insurance professionals looking to modernize their operations and elevate their business by embracing tech-driven solutions and relationship-focused growth strategies. Key Takeaways: How to effectively implement technology in your agency to improve operations and customer experience. The role of data and analytics in shaping smarter business decisions. Building strong client relationships as a foundation for agency success. Strategies to foster team development and collaboration for long-term growth. Sponsors: Smart Choice – The fastest-growing agency network, offering tools to help independent agents succeed. Canopy Connect - Your one click solution to getting dec pages you need. Olde School Marketing New school approach for an old school way of marketing…
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Insurance Town
1 He purchased 3 agencies in one day? What? 1:04:09
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Play Later Play Later Lists Like LikedIn this weeks episide the Mayor, Heath Shearon got a chance to catch up with his good friend Holden Smith on the show. Its been 4 years since he last appeared on the show and lots have changed since then, He's grown in size, locations and Acquisitions. Come join us on this journey and learn more about : How Holden has hit the reset button and how he come out on top How Holden purchased 3 agencies in a singe afternoon What he thinks contributes to good culture in an agency Heath and Holdens thougths on life, Insurance, and so many other topics This is one for the ages! check this episode out!! Sponsors: SmartChoice - Helping agencies grow with access to markets, higher commissions, and more. Visit SmartChoice Canopy Connect - A game-changer for client onboarding and referrals. Get a Discount www.usecanopy.com/heath Olde School Marketing - Direct mail with a personal touch, featuring handwritten envelopes and notes. Check them out…
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Insurance Town
In this special solo episode, the Mayor of Insurance Town, Heath Shearon, goes solo to share some valuable insights on how to make the most out of conference season! Heath dives into his personal tips and strategies for getting the best value from events. Whether you're attending for networking, education, or just to "shake hands and kiss babies." If you're getting ready for the upcoming conference circuit, you won't want to miss this episode. Heath discusses how to approach conferences with intentionality, how to maximize your networking opportunities, and how to ensure you walk away with meaningful connections and actionable takeaways. Key Highlights: Choosing the Right Conferences: Not all conferences are created equal! Heath talks about selecting the right events based on your goals, whether you’re looking to network, gain education, or pick up new vendors. Pre-Event Research: Pro-tip: Do your homework before you go! Heath shares why it’s essential to study the attendee list, connect on LinkedIn, and even do a little "social media stalking" to be prepared for impactful conversations. Networking Strategies: Learn how to make the most out of networking events, and why it’s crucial to have a short list of key people you want to connect with. Elevator Pitch Mastery: Work on your 90-second elevator pitch and always have a clear call to action at the end. Whether you're pitching your agency or promoting your podcast, make it tight and impactful! Listen More, Talk Less: One of the most valuable tips from Heath’s experience—be curious, ask questions, and truly listen to what others are saying. Post-Conference Follow-Up: Don’t let those connections go cold! Heath explains the importance of timely follow-up and how having a post-event strategy is key to keeping relationships warm. Sponsors: SmartChoice - Helping agencies grow with access to markets, higher commissions, and more. Visit SmartChoice Canopy Connect - A game-changer for client onboarding and referrals. Get a Discount www.usecanopy.com/heath Olde School Marketing - Direct mail with a personal touch, featuring handwritten envelopes and notes. Check them out…
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Insurance Town
1 From all about Chicken Wings to All About Insurance... 1:02:14
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Play Later Play Later Lists Like LikedIn this weeks episode of Insurance Town , Mayor Heath Shearon sits down with Nick Vitali, the mastermind behind All About Insurance , which has grown to 10 locations across North Carolina. Nick shares his story, starting with his father's entrepreneurial spirit that took him from running a chicken wing restaurant to building an insurance agency from scratch. This conversation is a rich mix of personal anecdotes, leadership insights, and strategies for scaling an insurance business. Whether you’re an agency owner or just looking to learn more about relationship-based leadership, this episode is full of practical takeaways and fun stories. Key Topics Discussed : From Chicken Wings to Insurance : Nick recounts how his father pivoted from owning a chicken wing restaurant in Chapel Hill, NC, to founding a Nationwide insurance agency, sparked by a conversation with a claims adjuster after a back injury. Second-Generation Success : Growing up in an "insurance family," Nick was exposed to the business early on, learning the ins and outs of customer service, claims, and managing an agency at the dinner table. Strategic Growth Along the I-40 Corridor : Nick explains how All About Insurance expanded strategically across North Carolina, focusing on hyper-local markets to build a strong regional presence with 10 thriving locations. Basketball Rivalries and Business Lessons : A die-hard Tar Heels fan, Nick discusses how the competitive culture of North Carolina basketball has influenced his approach to competition in the sales culture at his agency Building Relationships : Leading a growing team, Nick emphasizes the importance of building strong, trust-based relationships with clients and employees alike. Actionable Takeaways : Planning and Adaptability : Whether you’re remodeling a house or scaling a business, Nick’s journey emphasizes the value of strategic planning and being adaptable in the face of challenges. The Power of Local : Nick highlights how his agency’s success has been driven by its deep roots in local communities, serving clients with a personalized approach that builds long-term loyalty. Hiring the Right Team : Building a great agency requires great people. Nick shares how hiring the right talent and fostering a collaborative culture have been crucial to his leadership style and business growth. Favorite Quote : "My dad brought chicken wings to North Carolina, but he brought insurance to our family—and that’s what stuck." – Nick Vitali Sponsors Smart Choice Canopy Connect Olde School Marketing…
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Insurance Town
In this episode, The mayor has the opportunity to sit down and talk to Scott Angell, of LEO. These two have a great conversation about sales, the sales processes, the process of buying leads, and how not just to purchase leads to purchase leads. Its not just a numbers game anymore. Its about the data you get , its about the sales process you have in place. Its about having a plan. Having a strategy , its about standing out from the crowd. Leads are just an avenue to get there LEO provides so much more than that!!! Sit back , relax and enjoy this episode its a goooooood one!! Episode Sponsors: Smart Choice Canopy Connect Olde School Marketing…
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Insurance Town
1 Build your Sales Systems and grow your Sales Teams! 46:28
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Play Later Play Later Lists Like LikedIn today’s episode Mayor got to sit down with Ana Gonzalez Gibbs, of Anabots. This is such a fun episode!! She has an obsession for learning has taken me her on so many interesting journeys. Starting with architecture for a while, then martial arts and finding her true passion in building sales systems for companies and sales teams, and that's what she’s been doing. And now as she calls it the the 4th Industrial Revolution. she and her team are installing those that that knowledge in sales and systems Having this deep passion for learning she started obsessing over sales processes. And she decided quickly that she wanted to be an expert in it. Then as AI came along she became obsessing with it and married that passion with her sales systems obsession and thus the birth of Anabots Sponsors Smart Choice Canopy Connect Olde School Marketing…
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Insurance Town
1 The "Ultimate Networker" shares the Old School techniques that still work today! 40:01
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Play Later Play Later Lists Like LikedIn this engaging episode, The Mayor had the pleasure of speaking with , widely known as the “Ultimate Networker” and a leading expert in Internet marketing. George delves into the timeless marketing techniques that continue to be effective in today’s digital landscape, with a particular focus on the power of personal networking and standing out at events. Throughout our conversation, George emphasizes the enduring value of building genuine relationships. He shares his insights on how face-to-face interactions can create lasting business connections that go beyond the superficial exchange of business cards. George recounts his own experiences and offers practical advice on how to make meaningful connections at networking events, stressing the importance of authenticity and follow-up. Join us as we uncover the secrets of old-school marketing techniques that still hold immense value today. George Dubec’s wealth of knowledge and experience provides invaluable insights for anyone looking to enhance their networking skills and make a lasting impact in their industry. Podcast Sponsors: Smart Choice Olde School Marketing Canopy Connect…
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Insurance Town
1 AI is Helping the next generation of Insurance hit the ground running, and extending the careers of prior generations 49:55
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Play Later Play Later Lists Like LikedIn this episode the Mayor has a great conversation with John Loebe r, the co-founder and CEO of Limit, an insurtech company that leverages artificial intelligence to enhance the insurance industry. Limit recently launched LimitAI, a generative AI designed specifically for the P&C space. This AI tool helps analyze extensive insurance documents, provide rapid answers to insurance-related questions, draft professional emails, and offer compliance guidelines. His team recognized the potential of AI to improve their brokerage operations, leading to the development of Limit AI. in this conversation we dive into some interesting conversation regarding AI in our space and how it is not only helping the younger insurance professionals hit the ground running but also extending the careers of those that have gone before them. Sponsors: Smart Choice Canopy Connect Olde School Marketing…
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Insurance Town
1 Leadership, Mindset, Mental Toughness- from a man with an inspirational journey! 48:43
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Play Later Play Later Lists Like LikedIn this weeks episode, the Mayor sits down with , a top tier speaker, podcaster, former NFL player and good friend Marques Ogden. Heath loves conversations like this. Talking about entrepreneurship, leadership, mindset and more. His bootstrap story is a must listen. Episode Sponsors : Smart Choice Canopy Connect Olde School Marketing…
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Insurance Town
1 The future of the Insurance Industry, from these 90's kids perspective!! 1:01:44
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Play Later Play Later Lists Like Likedin this weeks episode, the Mayor had the opportunity to visit with his good buddy, Pat West. We have some fun with some nostaligic conversation around where all of this started... IN THE 90'S!! Pat & Heath talk about the future of the insurance industry, including emerging trends, potential challenges, and opportunities. He enjoys speculating on how the industry will evolve and what it will look like in the coming years. He is so passionate about empowering insurance agents with the right tools and technology. Pat talks about how providing agents with innovative solutions can help them serve their clients better and grow their businesses. Make sure you download this one, or bookmark it for later. It's a really solid episode. Thanks again guys for all of your feedback and for continuing to send in the letters, emails, dm's!! That's Mayors favorite thing, You guys know he loves these relationships. Sit back, relax, and enjoy this episode with Pat West. Episode Sponsors- Smart Choice Canopy Connect Olde School Marketing .…
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Insurance Town
This is the Smart Choice episode, I love these episodes, I love working with them much. I can't wait for you guys to hear this one ! We get into some good conversations, where we pull back the curtain and talk about the Smart Start Program. Lynn Depasquale and Matt Heacox join me for this one. We also take a deeper dive into trucking insurance and the tips and strategies that they give to you about how you can be more successful in writing that niche, or even start writing that niche. Episode Sponsors: Smart Choice Canopy Connect Olde School Marketing…
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Insurance Town
1 Story Brand Marketing, They ask you Answer, ChatGPT, AI and marketing techniques that work. 41:00
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Play Later Play Later Lists Like LikedIn this episode we have a returning guest that always gets a good response! Cant wait for you to hear this one. We discuss some marketing techniques that my guest has been using for years and creating a successful agency and business that is widely known across our industry. In this episode we talk about : They Ask you Answer Story Brand ChatGPT Using Video and so much more Sponsors: Smart Choice Canopy Connect Olde School Marketing PS Check out the new website design and let me know your thoughts !! I will send you a giftcard for your feedback on the website , podcast, and any other feedback you want to give me!…
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Insurance Town
1 Lindsay Wallace- telling her story of making an immediate impact in her young career 1:03:25
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Play Later Play Later Lists Like LikedThis week in Insurance Town, The mayor gets an opportunity to sit down and enjoy an awesome conversation with his good buddy and insurance sister Lindsay Wallace of Indium. The Mayor just wanted you guys to hear her story. in this episode, we get personal with Lindsay. She shares about her recent engagement and her fiancé Patrick's adventurous climb up Kilimanjaro. We also discuss her career trajectory, from working with the Big I of North Carolina to her current role at Indium. Lindsay's passion for insurance and making a difference is palpable, and her story is a testament to the power of carving your own path. We also touch on the impact of her mother, an industry veteran, on her career choices, and how Lindsay is determined to build her own identity in the insurance world. This episode is filled with laughs, insightful industry talk, and a look at the life of a young professional making her mark. So, stick around, and join us for a conversation that's as enlightening as it is entertaining. Let's welcome Lindsay Wallace to Insurance Town!…
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Insurance Town
1 Aaron Painter-taking all things, Intentional impact, Deep Fakes and ID Verification. 1:01:47
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Play Later Play Later Lists Like Likedin this weeks episode the mayor sits down and talks with Aaron Painter , the CEO of Nametag Inc., the world's first identity verification platform designed to safeguard accounts against impersonators and AI-generated deep fakes. These two have an awesome conversation about his international sucess working in over 40 countries for some of the largest corporations in the world. You may have heard of a few of them: Microsoft, CloudReach, and He worked with AWS. He then founded NameTag. Nametag has become the trusted choice for leading companies seeking to prevent fraud, reduce support costs, and eliminate the frustrations associated with account lockouts and high-value transaction authorizations. Driven by his personal experiences with online fraud and identity theft, Aaron assembled a team of security experts to create the next generation of account protection. Nametag's mission is to bring authenticity to the internet and enable users to build trusted relationships. Nametag believes that security should be centered around the user, and that user identity, like privacy, is a valuable asset that deserves protection. Sponsors Smart Choice Olde School Marketing Canopy Connect…
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Insurance Town
This weeks episode is a hard market solo episode. We will be talking about the hard market a little bit. I will nerd out a little bit and it could be a lot of fun. Hang out with me and lets talk. I would love your feed back!! Reachout to me https://linktr.ee/heathshearon and let me know your thoughts, ideas, agree , disagree. Etc. Episode Sponsors: Smart Choice Canopy Connect Olde School Marketing…
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Insurance Town
1 Talking AgencyPoint with a zoom full of Goats. 1:04:06
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Play Later Play Later Lists Like LikedIn this weeks episode the Mayor was visited by a whole room full of GOATS!! This week we are talking about AgencyPoint with Chris Paradiso , Carey Wallace, and Aaron Stocks . (see I told you) We have a phenomenal conversation about a very important subject matter in our industry. In this episode we talk about something that effects every single agency. SIt inu relax and enjoy this very special episode with not 2 but 3 incredible guest!! This one is awesome ya'll!! Sponsored By: Smart Choice Canopy Connect Olde School Marketing…
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Insurance Town
1 Going out of the Box, and getting Salty with Dustin Parker 51:41
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Play Later Play Later Lists Like LikedIn this weeks episode the Mayor was able to sit down with his friend Dustin Parker, the co-founder of Salt. Salt is an innovative tool that takes agents from cocktail napkin to the cloud in a time where the industry is being challenged in this hard market it catch up fast and do business better. Dustin shares with us his fascinating story of becoming an serial entrepreneur and the Co-Founder and Chief Financial Officer (CFO) of SALT Insure. With a background that bridges finance and technology, Dustin has been instrumental in shaping SALT Insure’s innovative approach to digital insurance applications, focusing on the needs of independent insurance agents. In 2021, alongside Jonathan Simmons, Dustin co-founded SALT Insure in Grapevine, Texas, with the mission to simplify and enhance the insurance quoting process for independent agents. His leadership has been pivotal in driving the company’s growth and in fostering a culture of innovation and excellence within the team. His commitment to empowering agents and improving the customer experience continues to influence the industry, making him a respected figure among peers and clients alike. He is not only passionate about the independant channel, but also the team and culture they have so intentionally built at Salt. He talks about the Heavely environment that they strive to built over there and the team culture that results because of it. We talk about this and so many other topics. He then breaks down what Salt is and the future of Salt. Episode Sponsors: Smart Choice Canopy Connect Olde School Marketing…
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Insurance Town
1 Ryan Mathisen- Lululemon Pants and GloveBox!! 47:31
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Play Later Play Later Lists Like LikedIn this weeks episode the mayor get to sit down with his good friend, Ryan Mathisen, co-founder of Glovebox. These two have a super fun conversation about the customer experience, the user experience and LULULEMON! We discuss the differences in having an app for agency and having a customer portal or self service center. How to improve the customer experience by using a tool Such as Glovebox. We discussed what’s new with Glovebox and he shared some exciting news with the Mayor. Come join us in this fun conversation! Sponsors : Smart Choice Canopy Connect Olde School Marketing…
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Insurance Town
1 The VIP episode: This one is special.... 1:05:04
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Play Later Play Later Lists Like Likedthis episode is special as it is from the Vertafore Insurance Podcast hosted by myself and my bestie Syd Roe. We interviewed Scott Howell and Kenneth Williamson and my goodness it is good! I really cant wait for you to hear it. If you would like to watch it , go to the Vertafore Youtube page and check it out there on channel orange !! I am telling you its a good one! this one on my show is sponsored by my good friends Smart Choice Olde School Marketing Canopy Connect…
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Insurance Town
1 Jay Coates - sales strategies and leadership principles 39:32
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Play Later Play Later Lists Like LikedIn this weeks episode, The Mayor, invites his buddy, Jay Coates, to come in the studio to record a podcast. WARNING : The audio is a little wonky in the first 10-15 minutes due to some back ground noise and me trying to figure out new studio set up, and multiple mics. The content is still worth the listen. Thank you for your patience. Cant wait for you to check this one out! Sponsors: Smart Choice Canopy Connect Olde School Marketing Manly Man Co.…
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Insurance Town
1 Katie Wexler- Premium Finance Reimagined...(game changer) 52:48
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Play Later Play Later Lists Like LikedIn this episode the Mayor, Heath Shearon, sat down with his new friend, and future thought leader Katie Wexler to talk about her game changing idea. One of a kind, first and only in class technology called PAVO. You dont want to miss this conversation. They take a walk down memory lane, and discuss the story of Pavo and what an Insurance Premium Finance marketplace looks like. She already has some major players involved and they are rockin and rolling. Episode Sponsors Smart Choice Canopy Connect Olde School Marketing…
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Insurance Town
1 Chase Shearon- Just a couple of brother's catchin up and talking Insurance 54:41
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Play Later Play Later Lists Like LikedIn this weeks episode I catch up with my little brother Chase Shearon, Underwriter with Novatae Insurance. Its been 4 years since we had him on and it was time for a reboot!! lol episode sponsors Smart Choice Canopy Connect Olde School Marketing
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Insurance Town
1 REPLAY: Broker Brett, with more about Broker Brews 58:49
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Play Later Play Later Lists Like LikedIn this weeks episode, we have a replay of the time when the mayor sat down with his good friend and now 4 time guest on the show, “Broker Brett” Fulmer! This is a fun episode where they have some fun talking about broker brews and Insurtech. Hope you enjoy it again, and you missed it the first time!! Hope you enjoy it this time around !! Have a great day and thanks for listening Sponsors: Smart Choice Canopy Connect…
this weeks episode is a fun one, it features a check in with a former guest Nick Aube of Producer Systems. We discuss the BOR , common objections to the BOR and how to overcome them and so much more Sponsors Smart Choice Canopy Connect Olde School Marketing
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Insurance Town
In this weeks episode Mayor had so much fun with my friend Kelly Turner , they talked about a lot of different topics, from branding-->Referral partners --> and everything in between. She is a dynamic and experienced loan officer. Her primary goal is to guide her clients through the mortgage process, ensuring that her clients understand the loan process and are educated along the way. With a background in education, Kelly is well-equipped to lead her clients through and also my audience as well. She is passionate about helping buyers find their dream homes and is committed to making the home-buying journey as smooth as possible. Join us on this episode and learn from the CT Mortgage Mom and how she has built a multi state business using social media, and good ole fashion hustle. Episode sponsors Smart Choice Canopy Connect Olde School Marketing…
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Insurance Town
In this weeks episode , The mayor sits down with his new friend Chuck Isaac Aikins , of Tymoo and CIA Consulting. Chuck started in digital marketing with his mortgage busines. With some basic skills under his belt, He built websites and put together a ‘mortgage education’ portal at Mortgage101.com that quickly ranked #1 for ‘mortgage’ for over 10 years on google and yahoo. Chuck created Volume Nine and formed a partnership with Booyah Advertising that landed his agency on several fastest-growing lists for over a decade. From initial roots in SEO to social media emerging as a new channel, he always found innovative ways to grow brands including buying a local boutique agency to better serve clients. He then created Volume Nine and formed a partnership with Booyah Advertising that landed the agency on several fastest-growing lists for over a decade. After 15 years at the helm of Volume Nine, he decided it was time to switch gears and work directly with brands. He now works on putting a marketing foundation in place that will improve any team’s capabilities to execute campaigns to grow their revenue. Listen in AS HEATH and Him break down every day use cased of AI in your agency as well as best practices for marketing in your agency. Sponsors Smart Choice Olde School Marketing Canopy Connect…
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Insurance Town
1 Cyrus Jaffery- Making an impact here in Insurance Town. 49:31
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Play Later Play Later Lists Like Likedin this weeks episode Cyrus Jaffery joins the Mayor in Insurance Town, and the two of them, have a phenomenal discussion. Cyrus and Mayor take a walk down memory lane and discuss Cyrus' journey to where he is today and what a great story that is. Then they discuss how the entrepenuerial bug bit him and the passion to impact others kept him going. He is a man of character and principles and you can hear it in his voice and see it in how he leads his various companies. He tells us about Quotomation, CJ Insurance, Jaffery Insurance and financial services, Askarben Insurance. He also has a passion for community and organizations that do good for others, like Avas Army and others. theres so much.... Sit back relax and enjoy this episode with Cyrus Jaffery. Sponsors : Smart Choice Canopy Connect Olde School Marketing…
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Insurance Town
1 Amanda Dickey- "The Account Manager Manager" 44:59
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Play Later Play Later Lists Like LikedThis week was a treat for me as I got to record a podcast with one of my long time dear friends, Amanda Dickey, She and I have been friends for over 20 years and it was just a good time to catch up and talk hard market. Amanda Is one of the hardest working, community minded, fun loving, God and Family first people I know. She is doing big things at Acrisure and she stops by to tell us all about it. Youre really gonna enjoy this one ... Listen In and learn more … Hard market advice Networking & Community service Transistion from Block to Acrisure Lionel Ritchie And sooo much more Sponsors: Smart Choice Canopy Connect Olde School Marketing…
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Insurance Town
1 Andy Mathisen- More than just table stakes.... 47:30
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Play Later Play Later Lists Like LikedIn this episode, the Mayor had the opportunity to sit down with his good friend, Andy Mathisen. Two old buddys catching up. These two have a fun conversation about life and insurance. Andy starts us off by taking a walk down memory lane and tells us about how he go to where he is today.Andy shares some great insights about all things networks and growing your agency in this hard market. Sit back relax and enjoy this episode with the man of the hour, Andy Mathisen! Sponsors: Smart Choice Canopy Connect Olde School Marketing…
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Insurance Town
In this episod the mayor gets the opportunity to sit down and talk with his friend Jeramy Wallace. He is on a new adventure. He is on a path to help agency to get better by embracing technology and embracing automation in their agency. They take a walk down memory lane where he tells his story of learning and growin and experiencing so many cool opportunities that led him to where he is today. From there we have a super fast paced and high level conversation about automation, the customer journey and so much more. He and the Mayor talk about so much in such a short amount of time. Sponsors Smart Choice Canopy Connect Olde School Marketing…
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Insurance Town
1 Dr. Pat Boulogne- “Why are you Sick, Fat & Tired” 35:24
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Play Later Play Later Lists Like LikedIn this episode the Mayor has the opportunity to sit down with new friend, and Linkedin connection, Dr. Pat Boulogne . We dig into her personal story and how she got to where she is now, coaching mental wellness, and helping business owners navigate these treacherous waters of the hard market. We have great conversation, where she introduced us to her 5 pillars of Health and Wellness. She talks about everything from Sleep to Posture, to how to handle objections in a positive manner. Its a great conversation. Sit Back Relax and Enjoy this conversation with Mayor and Dr. Pat Boulogne Sponsors: Smart Choice Canopy Connect Olde School Marketing…
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Insurance Town
1 Mike Miller and Ashley Wingate- Lets Talk Networks 48:54
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Play Later Play Later Lists Like LikedIn this weeks episode we had the priviledge of having Ashley Wingate and Mike Miller of Smart Choice Join us for an action packed, and exciting episode about all things networks. They talked about the contract, the fees, the exit clauses, the benefits of joining a network and so much more. Being a part of a network is so much more than just gaining market access or sharing in contingencies. My Friends here at Smart Choice Break it all down... Sponsors- Smart Choice Canopy Connect Olde School Marketing…
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Insurance Town
1 Erik Garcia- The 4 pillars of Financial Security or is it 5? Or 6? 1:02:44
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Play Later Play Later Lists Like LikedIn this episode, the mayor has a real deal conversation with his good friend and Brother from another mother Erik Garcia. These two have a great conversation about a diffferent side of budgeting and financial planning for your agency. They talk about giving back and the joy of giving. Its a much needed conversation and one that is so relevant to agency owners. Erik breaks down his 5 pillars of Financial Security. Episode Sponsors Smart Choice Canopy Connect Manscaped Olde School Marketing…
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Insurance Town
1 Chris Marino- Keeping Austin Weird and Your Agency Profitable! 47:13
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Play Later Play Later Lists Like LikedIn this episode of Insurance Town, The Mayor had the opportunity to meet Chris Marino , of Toropoint Insurance. He works with Insurance agencies of all walks of life to help them write more business abd develop new verticals with Life insurance. Chris walks us through how to to add more value to your clients in this hard market by adding Life Insurance to the mix. Its okay if you arent a "life guy or gal" he has solutions for you too. Sit back relax and enjoy this conversation with Chris and I. Sponsors Smart Choice Canopy Connect MAnscaped Olde School Marketing…
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Insurance Town
In this episide of insurance town the mayor got the opportunity to sit down with the man, the myth, the legend, Mr. Matt Larocca of AgencyZoom. We enjoyed a nice stroll down memory lane. Talked about how he got in the industry from the beverage industry within got into the importance of the sales cycle and using CRM‘s. Sponsors Smart Choice Canopy connect Olde school marketing Manscaped…
This is a rare Mayor Solo to start off the year , talking about how you can improve your Customer experience with the help of Canopy Connect!! How to tackle hard market with some help of Smart Choice and Ole School marketing. Lastly he shouts out Manscaped and how you can stay on top of your grooming needs. This is a Sponsor Spotlight episode!! Sponsors: Manscaped Olde School Marketing Smart Choice Canopy Connect…
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Insurance Town
1 David Watson- Becoming a Trusted Risk Advisor 54:34
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Play Later Play Later Lists Like LikedIn this weeks episode , the mayor has the awesome opportunity to sit down with his good friend, David Watson of Risk Advisor and they talk about what it means to be a risk advisor and how to improve the customer journey. But first David and I take a walk down memory lane and we talk all things David Watson and how he came to Mappus, and how he came up with the idea of Risk Advisor. WE then talk everything from Process & procedure to our Snack Draft. Epsisode Sponsors: Smart Choice Canopy Connect Manscaped Loss Scan…
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Insurance Town
In this weeks episode the Mayor, get a long awaited, but much appreciated, visit from his buddy Todd Thams ! this is an exciting , quick hitting episode. Todd comes in hot, and talks about so many wonderful topics from multi generational agencies, Hard Market, Workers comp, Butter cows and Maid rites. Its a fun conversation you dont want to miss! Thank you for tuning in , make sure you check out our fabulous sponsors: Smart Choice- Canopy Connect- Discount click here Olde School Marketing - 10% off with code Town10 Manscaped - 20% off and free shipping with code Mayor…
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Insurance Town
1 Adam Bowe- Talking all things cake and eating it too. 1:02:25
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Play Later Play Later Lists Like LikedIn this episode of Insurance Town, the Mayor and Adam Bowe of Cake, talk all things cake and eat it too. They start off with a walk down memory lane where Adam talks about how he got into the industry and then they discuss mergers and Aquisition as well navigating that complex world of buying and selling your agency. The trends that are happening now and how you can better position yourself for success in this arena . Sponsors Smart Choice Canopy Connect Manscaped Olde School Marketing…
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Insurance Town
1 Nick Berry -Breaking News and Dropping Truth Bombs 38:03
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Play Later Play Later Lists Like LikedA few weeks ago the FCC dropped a bomb on people that buy leads and We invited Nick Berry the Marketing Guru to come bye and talk to us about this. If you are an agency that buys leads you may want to tune into this one especially and we dive into the nitty gritty of this major announcement from the FCC! Sponsors: Olde School Marketing Smart Choice Canopy Connect Manscaped…
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Insurance Town
In this weeks episode the mayor sits down with his good friend, Steve Mohr , of the Insurance Industry Index . We have an incredible conversation about what hes been up to and how the relationship is still so incredibly valuable. He has so much going on with the Insurance Industry Index that you will definitely want to hear about I promise...Steve shares great advice and we talk about so many different topics and he drops so much knowledge on us. Episode Sponsors Smart Choice Canopy Connect Manscaped Olde School Marketing…
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Insurance Town
1 Davie Holt- on Mariah Carey, "Swelce" and VE's 57:55
57:55 Play Later Play Later Lists Like Liked57:55
Play Later Play Later Lists Like LikedIn this episode the Mayor sits down with his good buddy and good buddy to do many, Davie Holt. Davie is on an exciting new journey into the world of Virtual Employees. He's getting the opportunity to work with people he knows and trust, in an arena that is he is exited about learning and growing. Davie and the Mayor have some fun talking about a variety of topics, from Christmas Music, to Virtual Employees and how to best manage your agency using Virtual Employees. Davie also weighs in on the Travis Kelce / Taylor Swift relationship!! Sit back , relax and enjoy this exciting conversation with Davie Holt…
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Insurance Town
1 Soloman Thimothy- Here to Serve not to sell... 49:02
49:02 Play Later Play Later Lists Like Liked49:02
Play Later Play Later Lists Like LikedIn this episode of Insurance Town the Mayor sits down with his good buddy and Author, Marketer, and all around god dude, Mr Solomon Thimothy, to talk all things sales and Marketing, AND HOW TO STAND OUT FROM THE CROWD, Close more deals. and also how to do sell more insurance by "selling less" and Serving more!! Its a mental shift you gotta here more about ! Sponsors Smart Choice Canopy Connect Manscaped Olde School Marketing…
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Insurance Town
In this weeks episode of Insurance Town, the Mayor, Heath Shearon sits down with his friend, Christopher Cook of Rough notes. Mr Cook takes us on a walk down memory lane to talk about what lead him into the insurance industry. We then discussed tellin your agencies story through your website and through your social media. He tells us what he looks for in an agency story and what hes looking or in a cover agent for the Magazine. He also tells us some of his own stories, and then tells us more about Rough Notes and how you can get more involved. Episode Sponsors: Smart Choice Canopy Connect Manscaped Olde School Marketing…
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Insurance Town
1 Chad Skinner- From TV Land to Insurance Town 57:00
57:00 Play Later Play Later Lists Like Liked57:00
Play Later Play Later Lists Like LikedThis week in Insurance Town the Mayor had the opportunity to sit down and visit with, good friend, and 12 time EMMY AWARD winning, CHAD SKINNER . Heath and Chad have a fantastic conversation about Marketing, Sales, and so much more. Its fascinating how much TV, Film and Video production is related to Sales and Marketing. The draft is Back, mayor and Chad have a Christmas Movie draft. They go 5 rounds on the top Christmas movies of all time. Listen in and vote on who you think won the draft...…
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Insurance Town
This is a remix episode of several stories and highlights from the last 3 or 4 mayor solo episodes. Thank you all for listening the Mayor truly appreciates the love and support!! Sponsors : Smart Choice Canopy Connect Manscaped olde School Marketing
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Insurance Town
1 Syd Roe- Triathlon's, Demand Gen Marketing, and much more!! 53:21
53:21 Play Later Play Later Lists Like Liked53:21
Play Later Play Later Lists Like LikedIn this week's episode we are celebrating a milestone. Episode 200!!! We invited none other than our Mayor of Insurance Town, Heath Shearon's good friend, colleague and sis, Sydney Roe of Vertafore. WE get into talking Triathlons, and her big accouncement there, we talk demand gen Marketing and so much more. This is a fun Milestone episode!! Sponsors: Smart Choice Canopy Connect Manscaped Olde School Marketing…
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Insurance Town
1 Andy Runyon- Cyber Insurance Hacks you need to hear 54:03
54:03 Play Later Play Later Lists Like Liked54:03
Play Later Play Later Lists Like LikedIn this weeks episode of Insurance Town, The Mayor sits down with his good friend Andy Runyon!! Sponsors Smart Choice Olde School Marketing Manscaped Canopy Connect
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Insurance Town
1 Becky Monfre- Commercial Insurance with some Hot Takes Sprinkled on top! 1:00:49
1:00:49 Play Later Play Later Lists Like Liked1:00:49
Play Later Play Later Lists Like LikedThis week In Insurance Town the Mayor sits down with his good friend Becky Monfre,VP of Digital Accounts at Coterie Insurance. Becky and the Mayor talk about everything from Raising Kids to Growing small commercial insurance and even get into some Hot takes along the way...
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Insurance Town
1 Nick Lamparelli- Nerdin' out in Insurance Town 53:33
53:33 Play Later Play Later Lists Like Liked53:33
Play Later Play Later Lists Like LikedIn this episode of Insurance Town, The Mayor sits down with his buddy Nick Lamparelli of Insurance Nerds and they have a fantastic conversation, around becoming a trusted advisor. They discuss what that looks like and how to focus on value instead of just offering a better price. THIS conversation is for the masses. Check this one out. Sponsors : Smart Choice Cover Desk Canopy Connect Olde School Marketing Manscaped…
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Insurance Town
In this Weeks Episode here in Insurance Town, The Mayor Heath Shearon , Had the absolute honor and priviledge to record an episode with the one and only Darlene Flagg , the Mother and Mentor to many. She is the VP of Marketing and Brand at the National Life Group, and currently serves on the Women in Insurance and Financial Services(WIFS) National Board as President. In her role as President, she partners to attract, develop, & advance women in financial services. She is also the Immediate Past President of the National Tax -Deferred Savings Association (NTSA). Darlene is also one of the Executive Sponsors for theWomen’s Insight Network (WIN) at National Life. These two have a phenomenal conversation about leadership and what it takes to lead people. She talks about a journey of peace and what that looks like and means. They also talk Marketing and sales and so many other phenomenal topics Sponsors Smart Choice Manscaped use code mayor for 20% off and free shipping Coverdesk Canopy Connect Olde School Marketing…
In this Episode of Insurance Town, the Mayor sits down with old Friend, and Previous guest of the show. MR. Scott Knowles. Hes a serial entrepreneur with another great idea. He's just launched another great company that is going to blow your mind. He's going to help you add some serious value to your sales process, and to your customers. You are not going to want to miss this one for sure.…
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Insurance Town
In this episode , the Mayor sits down with good friend, Mick Hunt , of Premier Strategy Box ! Mick Hunt loves to win, and has a drive and determination to win and help his clients to create the strategies in their agency to win too! He breaks it all down here in this episode of Insurance Town. He and the mayor talk about how Mick came to the decision to start Premier Strategy Box. Hear the origin story here. He discusses his love for winning and breaks down his top 5 winners that had an influence on him in athletics growing up. Mick and Heath talk about the mistakes that agencies make, the strategies to take for winning. Then he walks us through the birth of Pati, and what it is , how he has changed the game for insurance trainings in our industry, and how his friends helped him along the way. Episode Sponsors : Smart Choice Agents Canopy Connect Cover Desk Manscaped Olde School Marketing…
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Insurance Town
1 Chris Greene- Reverse Engineering everything right now! 50:27
50:27 Play Later Play Later Lists Like Liked50:27
Play Later Play Later Lists Like LikedIn this weeks episode the Mayor sits down with his good friend and 4 time guest of the show, Mr Flood Guru Himself , Chris Greene! Chris and Mayor talk about the hard market , why you need to reverse engineer everything right. He talks about story brand marketing, he talks about all kinds of cool stuff. This is one you won’t want to miss out on. Sit Back, Relax, and enjoy this conversation with the flood insurance guru himself , Mr. Chris Greene Show Sponsors Smart Choice Canopy Connect Manscaped Olde School Marketing…
In this episode, the Mayor, Heath Shearon sits down with his good friend, and long time sponsor of the show, Tolga Tezel. Those two have a great conversation about canopy connect! Tolga updates the audience on what is new and exciting with canopy Connect. Episode Sponsors Canopy Connect Smart Choice Manscaped Olde School Marketing Cover Desk…
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