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Lessons Learned in the Insurance Industry: Insights from United Risk
Manage episode 380856542 series 2504676
In this podcast transcript, Scott Howell and Bradley Flowers introduce the Insurance Guys podcast and their guests, Cale Merrill and Russell Wright, co-founders of United Risk Agency. Cale and Russell share their experiences in the insurance business and discuss how they started their agency in 2019. They also share a story about their first piece of business involving an Agency of Record (AOR) situation. The dynamic and light-hearted nature of the podcast is evident throughout, providing an enjoyable listening experience while highlighting the guests' journey and the excitement of having them on the show.
The conversation then shifts to the topic of partnership in the insurance industry, with Russell and Kale discussing the importance of complementing each other's strengths and maintaining transparent communication. They emphasize the need for a strong personal bond in their partnership, treating each other like family rather than just business partners. The transcript also delves into the complexities of non-compete and non-solicitation agreements, highlighting the challenges and legal implications of these agreements in the insurance industry.
Overall, the transcript provides insight into the dynamics of a successful partnership, the experiences of the guests, and the complexities of legal agreements within the insurance industry. Enjoy the Show!
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SPONSORS:
HawkSoft Agency Management System
Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact sales@hawksoft.com or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast.
Ascend Check Out The Modern Insurance Payments Platform
Book an Ascend demo at useascend.com/insuranceguys
Meet LeO and IGP Listeners Get 20% OFF >>>
LeO is your personal AI sales assistant and sales growth tool for insurance agents.
LeO helps you drive new business, identify your sweet spot, and focus your efforts on success.
How to get your 20% OFF
1. Go to MeetLeo.com to book a demo
2. Enter The Insurance Guys, or IGP for short, in the “how did you hear about this” field
3. Get 20% OFF
349 episodes
Manage episode 380856542 series 2504676
In this podcast transcript, Scott Howell and Bradley Flowers introduce the Insurance Guys podcast and their guests, Cale Merrill and Russell Wright, co-founders of United Risk Agency. Cale and Russell share their experiences in the insurance business and discuss how they started their agency in 2019. They also share a story about their first piece of business involving an Agency of Record (AOR) situation. The dynamic and light-hearted nature of the podcast is evident throughout, providing an enjoyable listening experience while highlighting the guests' journey and the excitement of having them on the show.
The conversation then shifts to the topic of partnership in the insurance industry, with Russell and Kale discussing the importance of complementing each other's strengths and maintaining transparent communication. They emphasize the need for a strong personal bond in their partnership, treating each other like family rather than just business partners. The transcript also delves into the complexities of non-compete and non-solicitation agreements, highlighting the challenges and legal implications of these agreements in the insurance industry.
Overall, the transcript provides insight into the dynamics of a successful partnership, the experiences of the guests, and the complexities of legal agreements within the insurance industry. Enjoy the Show!
/////////////
SPONSORS:
HawkSoft Agency Management System
Customize your technology stack with HawkSoft Agency Management System. It's intuitive, efficient and includes a wide range of core features. Plus, get unparalleled customer service. Invest in HawkSoft and your investment will pay for itself in the first year. Contact sales@hawksoft.com or go to hawksoft.com/insuranceguys and mention the Insurance Guys podcast.
Ascend Check Out The Modern Insurance Payments Platform
Book an Ascend demo at useascend.com/insuranceguys
Meet LeO and IGP Listeners Get 20% OFF >>>
LeO is your personal AI sales assistant and sales growth tool for insurance agents.
LeO helps you drive new business, identify your sweet spot, and focus your efforts on success.
How to get your 20% OFF
1. Go to MeetLeo.com to book a demo
2. Enter The Insurance Guys, or IGP for short, in the “how did you hear about this” field
3. Get 20% OFF
349 episodes
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