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Nationwide recently completed its transition to a fully independent agent model. Listen as Peter McMurtrie, President, Property & Casualty Commercial Lines at Nationwide, shares what went into that decision and what independent agents can expect to see from Nationwide in 2021. Hosted by our guest podcaster, Jared Bellmund of ALLCHOICE Insurance.…
 
Doug Mohr, Vice President of Industry Relations and Partnerships at Vertafore, shares what their most successful agent customers are doing to keep up with the new normal and what top technology solutions are critical to their success. Hosted by our guest podcaster, Kelly Donahue-Piro of Agency Performance Partners.…
 
Guest podcaster, Scott Howell, talks with SEO & marketing experts, Nyssa Lieder and Viviana Buzo of TrustedChoice.com. They share the insurance consumer shopping trends they are seeing as a result of coronavirus and how agents can shift to boost their presence online.
 
Guest podcaster, Marty Agather, talks with Jeff Hannon, Business Leader National Distribution of Progressive. Jeff shares the latest programs available to stabilize, incentivize and help agents begin to grow their business again. Correction: In this podcast, we mistakenly note that Progressive’s personal auto premium relief program was applied to c…
 
Customer service isn't a differentiator, it's expected. Now more than ever it's about ease of doing business and meeting the customer wherever they are in their journey. That's what we learn when Philip Charles-Pierre, Co-Founder & CEO at Semsee, talks with our guest podcaster, David Carothers.
 
Rick Fox, former agency owner and and current vice president of agency associations and networks at Vertafore, shares the key to an agent's survival during this time where agents are being forced to adopt technology faster than they anticipated. Hosted by our guest podcaster, Joey Giangola of RPS.
 
Our guest podcaster, Joe Hollier of the Insurance Scramble Live, uncovers the surprising history behind Hawksoft and what agencies might be overlooking when they are looking at agency management systems when he talks with Sean Hawkins & Rushang Shah.
 
Meet Kristy Dowell of Xpress-pay (not to be confused with her identical twin, Kathy, who is also in the insurance biz!) Our guest podcasters, Ted & Arleen Taveras of Spot On Insurance, uncover the features and surprising affordability behind this online payment solution.
 
Meet Steven Mohr of Lightspeed Voice. This isn't just another VOIP solution. Our guest podcasters, Ted & Arleen Taveras of Spot On Insurance, find out what makes their technology a great fit for the insurance industry -- and Steven shares some life lessons along the way.
 
Meet Michael Furlong, founder and CEO of Indio Technologies. Our guest podcasters, Ted & Arleen Taveras of Spot On Insurance, find out what's on the horizon for this client experience platform after their merger with Applied Systems and Michael gives advice about how to get started in the insurance industry.…
 
What makes people want to listen to an insurance podcast? What are the "Big Three (plus 1)" things that successful agencies focus on? These are just a few of the things we learn when we talk with Chris Cline, National Agency Distribution Leader (and national cycling champ!) of Westfield Insurance.
 
It just means you have more time to make sure you eventually do. It's also possible your job could get a lot easier if you delegate that initial ownership to someone else. Of course, that's likely a risky proposition you might be unwilling to take. If you are, then it might be time to get serious about helping your employees get better at what they…
 
If you have then you know how powerful it can be to see something done first. Then you know exactly what to do to get started and how to follow the path to success. Of course, this path will not only show you where to go it will have people to help along the way. That's when you'll have a chance to figure out exactly what your strengths are and how…
 
There's a good chance you might realize the privilege you have to only work with the people you like. That same luxury is certainly not one afforded to all professions, even still we're often hesitant of at best. That hesitation usually shows itself in the form of generalization that leaves you vulnerable to everything you don't know. However, when…
 
It's amazing what's possible when you have a highly experienced roster of insurance professionals behind you. An ordinary presentation transforms from a solo act into a carefully crafted expert ensemble. However, to make sure it all works you need a strong quarterback holding the whole thing together. That person has to know the perfect moments to …
 
It's easy to dismiss the idea of constantly capturing your expertise for future distribution. However, if you can find the dedication, you'll create a process that produces endless authentic interactions. If applied and distributed properly should allow you the opportunity to reach people far beyond your previous or traditional methods. Because it'…
 
There's definitely an argument to be made for constantly trying to stabilize every big change you make. If you don't, you could end up moving on to the next thing before your first big change was strong enough to stand on its own. But make no mistake about it, finding that first shift is hard to do and should be the only thing you're focused on if …
 
A lot has certainly changed, but it's possible there's even more that has stayed the same. That's because we're turning back the clock to re-examine a conversation that's nearly two years old. As dated as you might expect it to sound, there are plenty of principles that remain unadopted and tactics without execution. The good news is the ball is de…
 
It all starts by finding a way to handoff the tasks that create the least value. They usually include easily repeatable processes that don't need to be performed by someone in your agency. They are also items that would benefit greatly if they manually automated. Then you and your staff will be free to elevate your client interactions to level you …
 
Starts by committing to something on a level that most would consider too risky or downright impossible. However, that's what it takes most of the time to get people's attention and motivate them to participate in real-world activities. Event marketing has far more to offer than free pens and stress balls to really show people what your agency is a…
 
It definitely should if you can figure out a way to make sure everyone has a chance to see it before they talk to you. That might seem like the craziest homework assignment you've ever heard of, but it's certainly one of the most effective ways to scale your information. Think about all the time you would save if you stopped having the same convers…
 
The first thing you have to do is make sure you're a part of it so there's a chance it's sold to you. There always some level of hesitation and avoidance with any insurance career especially if the agency runs multiple generations deep. But once you decide to jump in it becomes a constant game of trying to wear as many hats as possible at the same …
 
It all starts by finding an accurate way to track the estimated value of every piece of business you sell. When that happens your agency unlocks unlimited possibilities to forecast your financial future and benchmark current progress. Things like employee engagement, productivity and profitability can then become very tangible and effective part of…
 
Might start with a conversation about expectations and how far your agency is willing to go to match them. Outside of that, there are a ton of challenges when it comes to recruiting and retaining good young insurance talent. Even when you do find someone interested in the industry, there's a good chance their initial expectations are misaligned wit…
 
If you're committed to playing the long game sometimes you need to wait a few years before something will work. It's possible that in those early days it barely scratches the surface of generating any useful business. However, if you're able to stay the course and keep your head above water the whole time, things could take off in a big way. That b…
 
It's amazing what can happen when you focus on creating repeatable actions that work. Things get even better if/when those actions start to happen automatically. That's when you know the only thing standing in your way is execution. The only thing you have to worry about is managing the flow to keep expectations consistent. That's what I talk to Ja…
 
When you start your insurance journey from scratch you rarely have moments of certainty. That's because you're experiencing everything for the first time and have to figure things out for yourself. There's no established legacy to lean on for support and offer experienced guidance. The only thing you have are the bold new proceses you've seen enoug…
 
Because at the end of the day that might be the only thing you need for people to find you. Until you start creating playlists on your YouTube channel it's hard to see what your real focus has been. At that point, the numbers don't lie and there's no hiding from your real video marketing passion. The only question you need to ask then is if it's so…
 
That depends on what's included in the total package. If it's not a highly useful set of tools that's when things get questionable. Because simply paying for the possibility of future updates is a tough ask. It's even harder when you realize going with a local option rarely offers the latest and greatest. That's what I talk to Nick Thalhammer, of C…
 
The process should actually start long before you find yourself needing it. When your agency is always on the lookout for the next person, you're always ready for what's next. Because then you'll have the luxury of essentially viewing their application in realtime. Having observed their career from afar you'll know excatly what they are made of. Th…
 
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