Agency Secrets

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Are you ready to take your health insurance agency to the next level? Tune into The Agency Secrets Podcast to gain implementable tips and insight you will use to grow your client base, team, and organizational structure.

Agency Secrets


    • Jul 15, 2021 LATEST EPISODE
    • every other week NEW EPISODES
    • 23m AVG DURATION
    • 44 EPISODES

    Listeners of Agency Secrets that love the show mention: agency, challenging, growth, growing, felt, tips, business, high, bring, helpful, insightful, learn, recommend, thanks, like, new, great, kyle and justin.



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    Latest episodes from Agency Secrets

    How to Leverage the Power of LinkedIn: Creating a Sugar Momma From LinkedIn…

    Play Episode Listen Later Jul 15, 2021 31:48


    An Episode Jam-Packed with Marketing Advice + Mindset…

    Play Episode Listen Later Jul 1, 2021 27:23


    Don't know where to start when it comes to marketing your agency? Listen to this episode to glean mindset tips and advice on all things marketing!

    How ARP Has Changed Health Insurance

    Play Episode Listen Later Jun 24, 2021 21:47


    A Multi-Millionaire Breaks Down His Strategy on Winning Leads & His Sales Process – Brian Will

    Play Episode Listen Later Jun 21, 2021 25:50


    Who is Brian Will? Brian has founded or co-founded six very different companies over the last 30 years. He has franchised a landscaping company, built 3 insurance startups, 1 internet marketing company, and now owns a chain of restaurants. Two of these were sold to ventures capital firms, and one went to a private equityContinue reading "A Multi-Millionaire Breaks Down His Strategy on Winning Leads & His Sales Process – Brian Will"

    A Multi-Millionaire Breaks Down His Strategy on Winning Leads & His Sales Process – Brian Will

    Play Episode Listen Later Jun 21, 2021


    Who is Brian Will? Brian has founded or co-founded six very different companies over the last 30 years. He has franchised a landscaping company, built 3 insurance startups, 1 internet marketing company, and now owns a chain of restaurants. Two of these were sold to ventures capital firms, and one went to a private equityContinue reading "A Multi-Millionaire Breaks Down His Strategy on Winning Leads & His Sales Process – Brian Will"

    Money Mindset Lessons From a Multi-Millionaire; Brian Will

    Play Episode Listen Later Jun 10, 2021 20:37


    Who is Brian Will? Brian has founded or co-founded six very different companies over the last 30 years. He has franchised a landscaping company, built 3 insurance startups, 1 internet marketing company, and now owns a chain of restaurants. Two of these were sold to ventures capital firms, and one went to a private equityContinue reading "Money Mindset Lessons From a Multi-Millionaire; Brian Will"

    Do You Want To Be Self Employed or a Business Owner? – Brian Will

    Play Episode Listen Later Jun 3, 2021 21:04


    Who is Brian Will? Brian has founded or co-founded six very different companies over the last 30 years. He has franchised a landscaping company, built 3 insurance startups, 1 internet marketing company, and now owns a chain of restaurants. Two of these were sold to ventures capital firms, and one went to a private equityContinue reading "Do You Want To Be Self Employed or a Business Owner? – Brian Will"

    How Do Some People Win At Everything They Do? – Brian Will

    Play Episode Listen Later May 25, 2021 12:41


    Who is Brian Will? Brian has founded or co-founded six very different companies over the last 30 years. He has franchised a landscaping company, built 3 insurance startups, 1 internet marketing company, and now owns a chain of restaurants. Two of these were sold to ventures capital firms, and one went to a private equityContinue reading "How Do Some People Win At Everything They Do? – Brian Will"

    5x Your Lead Generation from Conferences

    Play Episode Listen Later May 6, 2021 25:45


    I Wasn’t Going to Take Time Off… But Then…

    Play Episode Listen Later Apr 15, 2021 36:26


    What the Pandemic Taught Agency Owners

    Play Episode Listen Later Apr 8, 2021 7:05


    How the New Stimulus Bill Impacts How You Sell To Your Customers

    Play Episode Listen Later Apr 1, 2021 16:32


    Listen If You Don’t Want Your Competitor to Sweep in and Steal Your Customers

    Play Episode Listen Later Mar 25, 2021 23:00


    How Does the New Stimulus Bill Impact Your Agency’s Revenue? – Part 2

    Play Episode Listen Later Mar 18, 2021 21:03


    How the New Stimulus Bill Could Cost Insurance Agents Their Job Over the Next 12 Months – John Staub

    Play Episode Listen Later Mar 17, 2021 26:07


    We are launching an early bonus addition episode for you today because this topic is so important and incredibly timely for agency owners. Kyle and Justin recorded a conversation with John Staub who is the expert leader on the new stimulus bill known as the American Rescue Plan of 2021. This is going to beContinue reading "How the New Stimulus Bill Could Cost Insurance Agents Their Job Over the Next 12 Months – John Staub"

    How ICHRA Will Increase Your Bottom Line

    Play Episode Listen Later Mar 12, 2021 16:30


    If you have been watching the news, you have most likely seen that The American Rescue Plan Act of 2021, better known as the COVID relief bill, was passed by the Senate over the weekend. So today we are bringing you a re-run of Justin and Kyle simplifying ICHRA and its benefits to your clientsContinue reading "How ICHRA Will Increase Your Bottom Line"

    ICHRA 101: Classes

    Play Episode Listen Later Mar 4, 2021 21:39


    Selling ICHRA to the Food Service Industry

    Play Episode Listen Later Feb 25, 2021 14:48


    Are You Making Excuses or Are You Growing?

    Play Episode Listen Later Feb 18, 2021 20:13


    Finding & Hiring Your Next Rockstar Customer Service Representative

    Play Episode Listen Later Feb 11, 2021 26:49


    Do This If You Want Your New Producers to Succeed: Compensation Plans

    Play Episode Listen Later Feb 4, 2021 38:52


    Do This If You Want Your New Producers to Succeed: Compensation Plans

    Play Episode Listen Later Jan 28, 2021 38:55


    Opportunity vs Distraction

    Play Episode Listen Later Jan 21, 2021 28:26


    The Riches Are in the Niches: How to Target the Right Customers

    Play Episode Listen Later Jan 14, 2021 25:17


    Results Are Better Than Goals: Our Approach to Creating Action Plans That Make You Successful

    Play Episode Listen Later Jan 7, 2021 44:31


    We want you and your agency to thrive. In order to do that, you need to create an action plan built for success.

    SWOT Your Competition

    Play Episode Listen Later Dec 31, 2020 24:45


    In today’s episode, we walk you through how to gather relevant feedback for a SWOT Analysis so that you can beat your competition! Episode Links Are you a business owner who needs help building a high-performing team? Contact Kyle today. Are you an independent insurance agent who wants to receive higher compensation with top healthContinue reading "SWOT Your Competition"

    I Thought Masterminds Were a Waste of Time, Before I Joined One 5 Years Ago & Completely Changed My Life & Business. Here’s How

    Play Episode Listen Later Dec 24, 2020 24:24


    Why CFOs Love ICHRA & Why Your Wallet Will Too!

    Play Episode Listen Later Dec 17, 2020 16:24


    Be the Hero to Your Clients & Friends by Saving Them from COBRA (Unemployment Insurance)

    Play Episode Listen Later Dec 9, 2020 23:16


    In today’s episode, we give you the knowledge and tools you need to continue to establish yourself as the expert when your clients call you with questions about COBRA after getting laid off from their job. If you are an independent insurance agent and would like to sell Short Term Medical, contact Agents For HopeContinue reading "Be the Hero to Your Clients & Friends by Saving Them from COBRA (Unemployment Insurance)"

    Don’t Spend $5000 on Video Production: Connect with Targets & Grow Using Your iPhone

    Play Episode Listen Later Dec 3, 2020 20:36


    In today’s episode, we share how to connect with leads and clients using compelling videos shot on your iPhone.

    Be the Hero to Your Clients & Friends by Saving Them from COBRA (Unemployment Insurance)

    Play Episode Listen Later Dec 3, 2020 23:16


    In today’s episode, we give you the knowledge and tools you need to continue to establish yourself as the expert when your clients call you with questions about COBRA after getting laid off from their job. If you are an independent insurance agent and would like to sell Short Term Medical, contact Agents For HopeContinue reading "Be the Hero to Your Clients & Friends by Saving Them from COBRA (Unemployment Insurance)"

    Transform or Terminate Underperformers and Start Hitting Goals Today

    Play Episode Listen Later Dec 1, 2020 28:29


    Unemployment is on the rise in 2020. We have seen the challenges of 2020 expose underperforming team members to agency owners. In today’s episode, we will help you meet your goals by equipping you with a proven strategy to either transform or terminate your weak performers.

    Transform or Terminate Underperformers and Start Hitting Goals Today

    Play Episode Listen Later Nov 30, 2020 28:29


    Unemployment is on the rise in 2020. We have seen the challenges of 2020 expose underperforming team members to agency owners. In today’s episode, we will help you meet your goals by equipping you with a proven strategy to either transform or terminate your weak performers.

    11. Transform or Terminate Underperformers and Start Hitting Goals Today

    Play Episode Listen Later Nov 27, 2020 28:29


    Unemployment is on the rise in 2020. We have seen the challenges of 2020 expose underperforming team members to agency owners. In today’s episode, we will help you meet your goals by equipping you with a proven strategy to either transform or terminate your weak performers. Episode Links Subscribe on iTunes If you have anyContinue reading "11. Transform or Terminate Underperformers and Start Hitting Goals Today"

    Gig Economy Surges: How Agents Are Monetizing It

    Play Episode Listen Later Nov 19, 2020 15:00


    More than half of the workforce will be freelancers or self-employed by 2030. How are you as an agency going to serve this market? In today’s episode, Justin and Kyle discuss the different solutions agencies can provide to self-employed workers, as well as how the increasing pull to freelancing will affect your team dynamic. EpisodeContinue reading "Gig Economy Surges: How Agents Are Monetizing It"

    The Employee Benefits Platform Business Owners Are Asking For – ICHRA

    Play Episode Listen Later Nov 12, 2020 16:18


    Experts are saying that in the next 5 years, 7% of active employees will shift to the employee benefits platform, ICHRA, while 11 million American workers will end up on ICHRA. ICHRA is impacting how businesses are operating and how they are handling employee benefits. Episode Links Subscribe on iTunes If you have any questions,Continue reading "The Employee Benefits Platform Business Owners Are Asking For – ICHRA"

    How to Implement Systems to Get the Results You Want From Your Business with Mike Paton

    Play Episode Listen Later Nov 5, 2020 34:14


    Do you have a grip on your agency, or does your agency have a grip on you? We are so excited to share the conversation we had with Mike Paton. Mike is the co-author of “Get a Grip” with Gino Wickman and the Visionary for the Entrepreneur Operating System. Mike has coached many small businessesContinue reading "How to Implement Systems to Get the Results You Want From Your Business with Mike Paton"

    What Can Agencies Learn From the Pandemic?

    Play Episode Listen Later Nov 5, 2020 17:23


    What are some things we learned through the 2020 pandemic and what can we use as a learning opportunity? In today’s episode, Kyle and Justin discuss how agencies have shifted through the pandemic and how agencies can become stronger because of it. Episode Links Are you a business owner who needs help building a high-performingContinue reading "What Can Agencies Learn From the Pandemic?"

    Affordable Health Insurance for Independent Business Owners

    Play Episode Listen Later Nov 5, 2020 19:32


    What affordable options can you offer to small independent business owners who are under 65 for their health insurance? On today’s episode, we discuss how you can leverage different health insurance options to provide a solution to independent business owners who need insurance.  Episode Links Are you a business owner who needs help building aContinue reading "Affordable Health Insurance for Independent Business Owners"

    Using Short Term Medical to Reduce Costs & Provide an Insurance Solution to Furloughed Employees

    Play Episode Listen Later Oct 29, 2020 14:25


    What can you as an insurance agency provide to small business owners and their teams as unemployment continues to rise throughout this pandemic? In today’s episode, we discuss how you can give your clients a solution through short term medical that will reduce costs in addition to taking care of any team members they haveContinue reading "Using Short Term Medical to Reduce Costs & Provide an Insurance Solution to Furloughed Employees"

    How to Define Your Employee Brand to Attract a High Performing Team

    Play Episode Listen Later Oct 22, 2020 21:23


    What does your employee brand communicate to potential employees? We generally think about branding as how your business is perceived by potential customers. What we don’t always think about is how potential employees perceive our agency. Your employee brand is a huge component when attracting top talent to your agency. In today’s episode, Kyle andContinue reading "How to Define Your Employee Brand to Attract a High Performing Team"

    How to Lead and Keep People Accountable Without Micromanaging

    Play Episode Listen Later Oct 15, 2020 30:55


    Have you ever found it difficult to keep your team accountable and on-task without micromanaging them when you present them with a project? Because many business teams are still working remotely due to the Covid-19 pandemic, it has never been more timely to dedicate a podcast episode to equip agency owners with the tools theyContinue reading "How to Lead and Keep People Accountable Without Micromanaging"

    How to Prioritize and Focus on What Matters to Gain Traction

    Play Episode Listen Later Oct 14, 2020 17:06


    When everything is important, nothing is. In today’s episode, we teach agency owners how to identify, prioritize, and execute on the tasks that will truly drive your agency to the growth you want to create. When you limit priorities, you can focus on what truly matters. Establish Your Priorities You have so many distractions comingContinue reading "How to Prioritize and Focus on What Matters to Gain Traction"

    1. The Agency Secrets Podcast Intro

    Play Episode Listen Later Oct 8, 2020 9:47


    We are so excited to announce the launch of the Agency Secrets Podcast! This podcast is for insurance agency owners who want to grow their agencies. Each episode is packed full of tips, insight, tools, and resources you can use to grow your client base, team, and organizational structure. About Your Co-Host; Justin ClementsJustin ClementsContinue reading "1. The Agency Secrets Podcast Intro"

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