Welcome to Insurance Agent Podcast! We are excited to help agents become the best at their craft. Our podcast is powered by the #1 Insurance Agent CRM, Alpha Agent CRM. This is a podcast for Insurance agents hosted by insurance agents. We know that being an insurance agent can be challenging, but we are here to help you overcome any obstacle. Tune in each week for new episodes packed with useful information that you can use to improve your businesses. Thank you for joining us on this journey!
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The Digital Insurance Agent is a podcast that explores the latest trends, tools, and strategies for transforming your insurance agency in the digital age. Join host Carl Willis, a seasoned financial services digital marketing consultant, as he interviews industry experts, shares success stories, and provides actionable tips to help you stay ahead of the curve and build a successful and sustainable insurance agency in today's ever-evolving market. Whether you're a seasoned pro or just startin ...
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The Ultimate Insurance Agents podcast for the property and casualty insurance industry. Grow your agency, retain clients, compete in the modern world.
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Coterie Insurance's And I Quote: Building Relationships with Independent Insurance Agents
Coterie Insurance, Simplifying Small Business Insurance
Coterie Insurance is focused on building a community of independent insurance agents that help insure small businesses across America. Coterie's podcast, And I Quote, was started to enhance how important relationships within the insurance industry are. Through events, LinkedIn, online communities, slack chats and so much more, our industry is connected at the core. Our hosts, Bobbie Collies & Ashleigh Burden, interview independent insurance agents, experts, & partners in our podcast. Discuss ...
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Lively discussions with insurance agents and other insurance professionals regarding issues of the day, challenges experienced, successes enjoyed, innovations explored, and more. Join us to gain insights – unless you already have “all the answers”. Hosted by Doug Coombs, Chief Marketing Officer for SIAA – the largest network of independent insurance agencies in the United States.
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The Owners of Vista Mutual Insurance Services talk everything Medicare Insurance. From Lead Generation, How to run an Appointment, to how you should pick your Medicare insurance and agent. We will talk how we run our business in every facet.
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A podcast devoted to helping insurance agents stay current with the latest trends in the industry
Agent Alive
A podcast devoted to helping insurance agents stay current with the latest trends in the industry.
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The Military Mindset: How Rob Harrison Built a Thriving Remote Sales Business
38:58
38:58
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Join us on this episode of The Digital Insurance Agent Podcast as we chat with Rob Harrison, a former British Royal Navy serviceman who transformed his military discipline into a flourishing remote sales career. Rob discusses his transition from the military to leading a 20-person sales team, the challenges he faced, and how he overcame them to bui…
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Insurance Agent, Carl Ruppel, Talks About Exploring Career Paths in Insurance and Networking
16:04
16:04
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16:04
On the latest episode of Coterie Insurance's podcast, And I Quote, Ashleigh Burden sits down with Insurance Agent and Coterie Insurance partner, Carl Ruppel, Commercial Account Executive at Remco Insurance Company in Southampton, Pennsylvania. Key takeaways from this episode: - Transitioning to the insurance industry can present new opportunities -…
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Join us on this episode of The Insurance Agent Podcast as we dive into the startling statistic: why 98% of agents quit in their first year. We’ll explore the challenges and pitfalls that lead to this high turnover rate and introduce the three pillars for success that can transform your career. Featuring insights from Alpha Agent Leads, we’ll share …
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The Power of a Welcome Letter for Your New Insurance Agency Clients
14:11
14:11
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Do you send your new clients a welcome letter? Are you missing a valuable cross selling opportunity at your insurance agency? In this episode, I Will discuss the value of sending a welcome letter and how it can potentially help you grow your business. Join the newsletter at https://planetoftheagents.com/newsletter/…
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Mastering LinkedIn Strategies for Financial Advisors: Insights from Tara Meehan, Fractional CMO
46:35
46:35
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46:35
Join host Carl Willis in this episode of the Digital Insurance Agent podcast as he interviews Tara Meehan with Meehan Marketing, a seasoned Fractional CMO and LinkedIn expert. Discover how Tara navigated her career in financial services marketing, the unique challenges and opportunities for financial advisors, and her comprehensive strategies for o…
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Legacy Planning: Securing your Future in the Insurance Industry
33:19
33:19
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33:19
How can Insurance agents make a change? Diving into personal and professional development, using science and Netown’s law. In this conversation, Chris Cline discusses the evolution of technology in the insurance industry and the impact of legacy systems. He introduces his book, 'Inertia of Legacy,' which explores the concept of legacy and reframes …
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Karnina Szymanski on Driving Innovation Through Collaboration and Diverse Leadership
31:55
31:55
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31:55
In this conversation, Bobbie Collies Chief Insurance Officer at Coterie Insurance, and Karnina Szymanski, Chief Customer Officer at Bold Penguin discuss their experiences in the insurance industry and the role of technology in empowering agents. They also touch on the importance of diversity and inclusion in leadership positions. The conversation h…
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Are commercial insurance client or personal lines insurance clients more loyal?
16:14
16:14
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By Dave Baker
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You know your website speaks to your credibility as a business and insurance agency, so how frequently are you reviewing it to make sure it fits well in your strategy for lead generation and client service? Our guest for this episode, James Amezcua, Sales Director at Lift Local joins us for an engaging conversation that includes the importance of c…
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The Future of Auto Insurance for Independent Insurance Agents
17:09
17:09
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What is the future of the auto insurance industry for the independent agency channel? Is the channel of distribution going to change and will insurance agents still be relevant? Will people buy their auto insurance online or directly at the dealership? Are self driving cars or autonomous vehicles going to affect auto insurance sales? Independent ag…
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Types of Commercial Insurance that Agents Sell
17:09
17:09
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You have so much opportunity as an insurance agent to sell different types of insurance products, including commercial insurance. If you are focused on personal lines and adding more commercial lines insurance, this is the episode for you. I also discuss opportunities for business insurance agents to cross sell their clients. Join the newsletter at…
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Finding Success In The Sub Niches - Interview with Nick Trawinski and Will Kibler from InsuranceMD
16:04
16:04
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In this insightful episode of "The Digital Insurance Agent," host Carl Willis sits down with Nick Trawinski and Will Kibler from InsuranceMD to explore their remarkable journey and success in the niche market of disability insurance for doctors. Trawinski and Kibler share their strategic approach, highlighting how they identified a specific need wi…
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Predictive and Preventative Technology in the Insurance Industry: How Does Human Interaction Fit into the Transaction
21:50
21:50
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21:50
"Is there a limit to how seamless things can actually be before customers start missing the good old relationship touch within the insurance buying process?" In this episode of Coterie's Podcast, And I Quote, Bobbie Collies is joined by Megan Kuczynski, the President of Insurtech Insights. They discuss the excitement and challenges of being at the …
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Leveraging Tech to Elevate Agency Sales and Service
35:00
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How familiar are you with Customer Relationship Management (CRM) systems and Net Promoter Scores (NPS)? We're joined by Torey Maerz, Co-founder and CEO of ClientCircle by Rocket Referrals, who sheds some light on how important these systems can be to understanding your insurance agency’s client base and attracting new clients. Torey’s career is one…
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Beyond Keywords: How AI is Redefining SEO Strategies for Insurance Agents
59:41
59:41
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59:41
Explore the transformative power of artificial intelligence in search engine optimization with our latest webinar replay, "Beyond Keywords: How AI is Redefining SEO Strategies for Insurance Agents." Dive deep into the innovative ways AI is enhancing SEO tactics, led by industry experts Carl Willis and Jason Crabtree. This session unpacks the utilit…
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Mentoring and Recruiting the Next Generation in the Insurance Industry
20:27
20:27
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20:27
In this episode, John Barfield, EVP of Braishfield, shares his insights and experiences in the insurance industry. He discusses the importance of getting involved in the insurance community and the various ways to do so, including networking and utilizing social media. John also highlights the partnership between Bracefield and Coterie, emphasizing…
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News and Insurance Headlines in the Property and Casualty Insurance Business April 2024
21:53
21:53
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Insurance headlines from the property and casualty insurance agency business in 2024. Auto insurance, property insurance, homeowners insurance rates are changing and carriers are pulling out of the market. Do your clients know what's going on in insurance? Join the newsletter at https://planetoftheagents.com/newsletter/ Sign up for insurance agent …
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Evaluating Lead Quality: How Insurance Agents Can Assess Lead Services
10:55
10:55
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Uncover the secrets to evaluating lead quality in the insurance industry with this comprehensive episode. We delve into how insurance agents can sift through various lead services to find the most promising prospects. Learn about the metrics that matter, from conversion rates to lead origin, and how technology can streamline the process. This episo…
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Opportunity for P&C Agents in the Hard Market
15:01
15:01
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15:01
In today's episode of planet of the agents, I discuss the hard market in property and casualty insurance and the opportunity that insurance agents have. There is no time like the present to seize the opportunity. Join the newsletter at https://planetoftheagents.com/newsletter/ Sign up for insurance agent social events at: https://insurancesocials.c…
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Winning the Insurance Sales Game with Andy Neary
28:08
28:08
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28:08
In this invigorating episode of The Digital Insurance Agent podcast, host Carl Willis engages with the insightful Andy Neary, founder of Complete Game Consulting, to delve deep into the strategies that propel insurance agents towards unprecedented sales success. Andy, with his extensive background as a former professional athlete turned insurance s…
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Michael Fiedel on The Evolution of the Insurance Industry and the Future of InsurTech
24:19
24:19
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In this conversation, Michael Fiedel, co-founder of InsurTech Ohio and PolicyFly, discusses the evolution of the insurance industry and the role of technology in shaping its future. He shares the origins of InsurTech Ohio and how it has become a platform for celebrating innovation and fostering conversation in the industry. Fiedel highlights the im…
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Insurance Agency Affirmations - Why it's amazing to be a P&C insurance agent
18:26
18:26
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18:26
In today's episode of planet of the agents, I'm going to discuss some of the wonderful reasons that we are so lucky to be in the insurance industry. With your insurance agent, broker, wholesaler, or play another role in the business, there is so many things to be happy about. Join the newsletter at https://planetoftheagents.com/newsletter/ Sign up …
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Agency Interaction with Prospective Clients
35:08
35:08
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By Doug Coombs, Executive Vice President, Chief Marketing Officer, SIAA
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How to Build a Happy and Engaged Team in the Insurance Industry
25:16
25:16
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In this conversation, Caitlin Saenz, the Chief Operating Officer at Coverhound, shares her journey in the insurance industry and the challenges and rewards of working in the InsurTech space. She emphasizes the importance of building a happy and engaged team and provides insights on hiring for culture fit and growth. Caitlin also discusses the appro…
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Responding to client questions and being more efficient at your insurance agency.
19:20
19:20
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19:20
Do you spend a lot of your time trying answer the same questions over and over? Why not create a system where you and your team can easily have ready for both phone conversations and emails to put your entire staff on the same page and reduce the work of trying to come up with the answer over and over. Insurance agents already work so hard, so why …
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The Blueprint of Success: Generating $120M in Insurance Commissions with Jay Abdulaziz
22:01
22:01
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22:01
In this transformative episode of The Digital Insurance Agent podcast, host Carl Willis is joined by the insurance industry titan Jay Abdulaziz, whose remarkable journey has led to generating over $120 million in insurance commissions. This session dives deep into the systems and strategies that have propelled Jay to the pinnacle of success. Carl a…
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Work-Life Integration: How to Show Up Authentically and Share Content that Matters
27:31
27:31
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27:31
In this conversation, Dustyne Bryant, Director of Risk and Insurance Education and Research at the National Alliance for Insurance Education and Research, discusses the birth and evolution of her podcast, Awkward Insurance. She shares how the podcast aims to make insurance topics more engaging and fun. Dustyne also talks about the future of insuran…
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Leveraging Virtual Teams for Agency Growth: A Conversation with Alex Miranda from Virtrify
28:10
28:10
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28:10
In this dynamic episode of The Digital Insurance Agent, host Carl Willis sits down with Alex Miranda, the visionary behind Virtrify, to delve into the transformative power of virtual teams in the insurance industry. As insurance agencies navigate the complexities of the digital age, finding innovative ways to scale and enhance efficiency is paramou…
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Agency Management Systems – A Critical Component of Agency Operations
31:30
31:30
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In today’s environment, the agency management system (AMS) has indeed become a critical component of agency operations. It’s time to get rid of, or at least reduce your reliance on, that paper filing cabinet. These days, an AMS can really help you get to that paperless office, while increasing your overall agency efficiency. We're joined by Michael…
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Being Human: DEI and Accountability in the Insurance Industry with Insure Equality
31:44
31:44
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In this conversation, Ashleigh Burden interviews Elisa Stampf, the co-founder and CEO of Insure Equality, a tech nonprofit focused on creating cultural change and accountability in the insurance industry. Elisa shares her background and the journey that led her to create Insure Equality. She discusses the importance of creating a safe space in the …
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Season 4 of Coterie Insurance's And I Quote Podcast
5:52
5:52
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Season four of the And I Quote Podcast kicks off with exciting conversations and thought-provoking insights. The hosts, Ashley Burden and Bobbie Collies, discuss the evolving landscape of insurtech and the integration of digital transformation in the insurance industry. They also express their anticipation for upcoming events and the growth of Cote…
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Choosing the right software for your insurance agency is not easy. There are a lot of features that you nee, and many that you actually do not need that are included with many software packages. In this episode of Planet of the Agents I will discuss the options available to property and casualty insurance agents in the different software from which…
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Integrating Technology Into Agency Operations
30:53
30:53
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Technology keeps advancing and improving, making it difficult to know when and what to choose for systems that will help insurance agency operations become more efficient. In this episode of IATS, we consider the systems most needed by, and order of implementation at, insurance agencies. We're joined by Michael Streit, General Manager of EZLynx, wh…
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AI 2024: Navigating the Future - A Practical Overview for Insurance Agents
36:52
36:52
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In this enlightening episode of "AI 2024: Navigating the Future - A Practical Overview for Insurance Agents," your host, Carl Willis, engages in a captivating conversation with Jonathan Mast, the visionary founder of White Beard Strategies. Join them as they explore the transformative power of AI and its implications for insurance agents in the ear…
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Help Your Customers Save Big on Auto Insurance with DriveSafe Online
16:57
16:57
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Welcome to another insightful episode of The Digital Insurance Agent podcast! In this edition, we're diving into the world of savvy solutions to help your customers save big on auto insurance. Our special guest, John Roppolo from Nexlearn, joins us to unravel the benefits of DriveSafe Online—a game-changer for insurance agents navigating the high-r…
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2023 was a challenging year for the insurance industry and insurance agents, to say the least. In this episode of IATS, Doug Coombs invites listeners to take stock of their current situation and discusses items to consider as we head into the new year. The approach is not to provide a series of recommendations, but to ask, “Have you considered this…
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In this enlightening episode of The Digital Insurance Agent podcast, join our host as he sits down with Jason Crabtree, the Director of Search Engine Optimization at Agent Branding & Marketing. Get ready to unravel the secrets behind conquering Google search rankings and elevating your digital presence. 🔍 Dive deep into the world of SEO with Jason …
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In today's business landscape, keeping existing clients is crucial. Cross-selling, or offering your current clientele complementary products and services, is an important strategy that can significantly boost client retention. Dive with us into this episode of IATS, as we discuss effective cross-selling and its role in maintaining client loyalty. W…
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How to Increase Medicare Supplement Policy Retention with Evan MacGuffie from Medizues
24:50
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Learn more about Medizues - https://agentbrandingandmarketing.com/medizues On this episode of The Digital Insurance Agent podcast, join our host, Carl Willis, as he sits down with the innovative mind behind Medizues, Evan MacGuffie. Dive into Evan's fascinating journey as he unveils the story behind his quest to enhance the retention rate of Medica…
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Are you ready to master the art of selling commercial lines insurance? Join us as we dive into this complex sphere with guest, Jerry Thacker, Agency Growth Coach at AHA Insurance Network. In this episode, you will learn how agents can cater to the diverse needs of businesses, explore the profound differences between personal and commercial lines, a…
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Insights and Inspiration from IA Evolve 2023
38:28
38:28
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38:28
Join us as we explore the insights and ideas that came to life at IAEvolve! In this episode, our guests, Brendan Mulcahy, Vice President of Technology and Innovation Partnerships at SIAA, Jillian Wolley, Marketing Manager, Partnerships at SIAA, and Lisa Grover, Vice President of Marketing at SIAA, share their unique perspectives and reflections on …
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Going to the Insurance Agents Convention - Why P&C Insurance Agents should go to events and networking
13:29
13:29
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I love P&C insurance agent and insurance agency owner, then you probably have a a lot of tasks to manage convention. In this episode, I will discus my recent experience at the insurance convention and why I appreciate what I can gain from a convention. ---- Make sure that you are signed up for the newsletter at planetoftheagents.com…
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Maintaining Strong Carrier Connections: A Conversation with Jeff Bair
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33:35
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Get ready for a riveting journey into the world of insurance! We're ecstatic to have with us Jeff Bair, head of IA Marketing and National Accounts at Foremost Insurance, who shines a spotlight on the delicate dance between insurance agents and carriers. Market complexities abound, and maintaining customer trust while navigating premium increases is…
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Unlocking Success: The Power of Digital Branding in Insurance Agent Marketing
24:39
24:39
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24:39
In this enlightening episode host Carl Willis sits down with Brian Reina, a seasoned expert in the field of insurance marketing, to explore the pivotal role of digital branding in an insurance agent's marketing strategy. In today's tech-driven world, your online presence is your first impression. Brian shares invaluable insights into how insurance …
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Understanding Digital Branding for Insurance Agents with Brian Reina
25:24
25:24
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25:24
In this enlightening episode, we delve deep into the world of insurance agents and their digital branding strategies. Our guest, Brian Reina, a seasoned expert in the world of digital branding, shares invaluable insights on how insurance agents can leverage digital branding to stand out in a competitive market. Brian breaks down the complexities of…
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Laying the Groundwork for a Powerful Digital Strategy
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33:46
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In the latest episode of Insurance Agents Talk Shop, host Doug Coombs and Cara Nagy Schoettes from Code & Color talk about why a solid online game plan is key today. They touch on must-haves like a good website, being social media savvy, and getting noticed online. Cara gives some tips on tools and platforms and advice for those feeling a bit lost …
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Paving the Way for Agency Transformation at IA Evolve
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34:35
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In this episode of Insurance Agents Talk Shop, host Doug Coombs is joined by Lisa Grover, Vice President of Marketing at SIAA, to discuss the upcoming IA Evolve 2023 conference. IA Evolve is a must-attend event for independent agents interested in innovation in the insurance industry, from tools to best practices and methodologies. Tune in for Lisa…
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What Insurance Agents Should Know About On Page and Off Page Optimization
23:48
23:48
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Are you an insurance agent looking to boost your online presence and attract more clients? Look no further! In this insightful episode, we delve deep into the world of SEO and uncover the secrets of On-Page and Off-Page Optimization tailored specifically for insurance professionals. On-Page Optimization: Discover the fundamental strategies to optim…
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Insurance SEO: What's the Difference Between SEO and Local SEO?
20:08
20:08
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Are you an insurance agent looking to skyrocket your online visibility and reel in those potential clients? Brace yourself for an enlightening journey into the world of Search Engine Optimization (SEO) and Local SEO tailored specifically for insurance professionals! In this game-changing episode, we dive deep into the crucial differences between SE…
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