Agents Growth Academy

In this episode, Jim interviews Winston Smith, CEO of Bridge, a customer communications management software designed for independent insurance agents. Winston discusses the importance of agency owners working on their business rather than in it, and how Bridge can help them achieve this. He highlights the bottleneck that agency owners often face and explains how Bridge streamlines operations and provides tools for sales, marketing, and customer communication. Winston shares success stories and feedback from Bridge users, emphasizing the increase in revenue per employee as a key metric. He also discusses the role of Bridge as a companion to agency management systems and the importance of customer satisfaction. The episode concludes with Winston's advice to be true to oneself and the opportunities available in the insurance industry.TakeawaysBridge is a customer communications management software designed for independent insurance agents, helping them work on their business rather than in it.Agency owners often become bottlenecks in their own businesses, hindering growth and scalability.Bridge provides an all-in-one solution for sales, marketing, and customer communication, streamlining operations and improving efficiency.Bridge offers features such as video recording, marketing automation, and personalized communication to enhance customer relationships.Success stories from Bridge users include increased revenue per employee and improved customer satisfaction.Bridge serves as a companion to agency management systems, focusing on communication and customer relationship management.Resources From Winston Website LinkedInGoogle Calendar Think-CellHow Will You Measure Your Life? by Clay ChristensenAbout WinstonWinston Smith is the CEO of Bridge, a customer communications management software designed just for independent agents.Winston came to Bridge after a decade on the carrier side of P&C. Prior to Bridge, Winston ran his own micro-Private Equity fund, Hammersmith Capital.While on the carrier side, Winston was a general manager responsible for P&Ls across multiple states for the Safeco and Liberty Mutual brands (but he takes no responsibility for the 'LiMu Emu') and spent a LOT of time in the field with Safeco-appointed agencies (and is lucky enough to count many of them as friends).He started his insurance career at AIG on Water Street in Lower Manhattan as an underwriter of Executive Lines for Financial Intuitions during the Great Recession.Winston holds the CPCU and API designations, has an MBA from NYU Stern and his undergrad degree from Princeton. He lives in Johns Creek, GA with his wife and two kids.ePayPolicy The simplest solution for insurance agents to collect credit card and ACH payments

Chris Greene from Flood Insurance Guru shares what he's learned about creating the most robust library of content that is selling flood insurance like hotcakes. In fact, he created 1,500 videos in 1,500 days! He also discusses the importance of perfecting your processes so you can free up your time to "Wow" your customers.3 Key TakeawaysThe most effective way to create content that sells insurance for you while you sleep is answering questions your clients and prospects constantly ask you.Creating consistent content positions you as an expert in your field.You need to perfect your processes so you can keep your customers engaged without you having to exert extra effort.Resources From ChrisWebsiteYouTubeFacebookLinkedInMunch AIHubSpotBuilding A Story Brand by Donald MillerMarketing Made Simple by Donald MillerAbout ChrisChris Greene is the owner of the Flood Insurance Guru where they provide "Coverage For Now and Education for the Future." After buying a house in a flood zone 12 years ago and having a terrible experience with it Chris has spent the last 12 years helping property owners, real estate agents, real estate investors and business owners avoid the same thing he had to go through.ePayPolicy The simplest solution for insurance agents to collect credit card and ACH paymentsePayPolicy The simplest solution for insurance agents to collect credit card and ACH paymentsDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

Today, Melissa Stallings shares the secret formula for growing her agency to one of the most respected all-female agencies in Georgia. It all comes down to the culture she's developed with her employees and the relationships she's developed with her community and her referral partners. Get ready to learn how you can grow your own book of business through culture and relationships.3 Key TakeawaysMelissa started out seeking balance in her own life, but ended up fostering it in her own staff, which is a BIG part of their culture.If you work hard to keep your employees, they will work hard to keep their jobs.The key to growing referral partners is focusing on revenue generating activities and not being willing to compromise on the standard of client you want to have referred to you.Resources From MelissaWebsite FacebookLinkedInInstagramTickTockInsuredMineThe 5 Love Languages by Gary ChapmanAbout MelissaMeet Melissa L. Stallings, a trailblazer who forged her path by establishing Stallings Insurance Agency in the fall of 2008. She founded the agency on three core values – Positive, Polished, and Commitment while creating a brand rooted in the values of Family, Faith, and Fun.Beyond the confines of her agency, Missy is an integral participant in industry and community circles, affiliating with organizations such as IIAG, SNA, IAOA, SecureRisk, and more in addition to actively engaging with the Douglas County and Carroll County Chambers. Her affinity for like-minded peers fosters enduring relationships that fuel her agency's success, while her philanthropic spirit drives her involvement in numerous charitable initiatives annually, underscoring her commitment to giving back to the community.As Missy continues to inspire with her unwavering dedication, thriving agency, and genuine spirit, her story remains an embodiment of success, family values, and boundless possibilities.ePayPolicy The simplest solution for insurance agents to collect credit card and ACH paymentsDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

Get ready to learn the daily habits of million-dollar insurance agents that can help you take your insurance sales to the next level. These habits will help you stay focused and motivated every day. Join us as we dive into the routines of top-performing insurance agents and learn how you can implement these habits into your own daily routine to achieve success in your insurance career.3 Key TakeawaysWhether it's fiction or nonfiction, reading will get your brain up and moving as well as provide you with topics of conversation and media posts; incorporate it into your day. Develop deep relationships that will eventually turn into transactions with minimal effort. It's as simple as sending a “This reminded me of you” text. Calling someone is different from emailing or texting them. It's now become the form of communication that feels special–utilize that!Resources⬇️ - [DOWNLOAD] - https://agentsgrowthacademy.com/value

Discover the power of Jasper AI and learn how to crush your sales goals in this game-changing video!

I'm going to reveal some deadly mistakes that are holding you back from skyrocketing your insurance sales.

Ready to take your LinkedIn profile to the next level? In this video, we'll share 10 expert tips to help you optimize your LinkedIn profile and stand out from the crowd. Learn how to create a powerful profile summary, choose the perfect profile picture, and leverage LinkedIn marketing strategies to boost your professional network. 3 Key TakeawaysUse amazing visuals to look the part of a professionalMake sure your info is up to date and ON POINT, people don't like searching very long for who you are and what you doTelling stories gets viral posts, people are on social media to connect, and what's the best way to connect with you…hearing YOUR STORIESResources

In this video, we'll explore the key skills that every remote insurance agent needs to succeed in today's digital landscape. Learn how to effectively communicate with clients, manage your time, and leverage technology to close deals from the comfort of your home. Join us as we dive into the essential skills that will help you excel as a remote insurance agent and grow your book of business.3 Key TakeawaysHow to prioritize clients in order to maximize your time spent with each oneConsistent and timely communication is especially important when working remotelyWhy being agile as a remote agent is more important than everResources

If you're feeling overwhelmed by manual paperwork, inefficient processes, and a lack of customer engagement, then you are not alone! Insurance agents everywhere are struggling to streamline their operations and increase sales due to outdated methods and limited resources. Despite efforts to attract new clients, they find themselves stuck in a repetitive cycle that hinders growth and profitability. Instead of achieving the desired result of improved efficiency and increased customer engagement, agents find themselves bogged down with administrative tasks and unable to focus on building meaningful relationships with clients. It's time to revolutionize your agency with A.I.-powered tools that will transform your operations and drive sales like never before.5 Key TakeawaysGrasp the impressive blend of Chat GPT and Zapier to streamline insurance processes.Learn to amplify your marketing copy by integrating Jasper AI in your strategies.Delve into the art of producing professional-quality videos by harnessing Synthesia.Boosting Social Media Engagement with Lately AI Learn how to catapult your productivity to new levels by automating content with the Albus AI-powered assistant.ResourcesZapier: https://zapier.com/ ChatGPT: https://openai.com/blog/chatgpt Jasper: https://www.jasper.ai/ Synthesia: https://www.synthesia.io/ Lately.ai: https://www.lately.ai/ Albus: https://www.springworks.in/

Join host Jim Schubert as he talks with Mark Engels from ePayPolicy about the digital shift in the insurance industry and how their product is making premium financing easier and faster. With machine learning and innovative automation technology, Engels will show you how ePayPolicy can help your agency thrive on this episode of Agents Growth Academy.3 Key TakeawaysLearn how tapping into customer insights and feedback directly influences product innovations.See how adopting automation strategies can radically improve your agency management.Gain valuable insight into the benefits of incorporating Epay Policy's product into your toolbox.ResourcesWebsite (Be sure to check out their Finance Connect and Payables Connect services!)About Mark EngelsMark is the CEO of ePayPolicy, a modern payments platform built just for insurance carriers, brokers and agencies. Before ePay, Mark served as the Chief Revenue Officer for Hyperwallet (acquired by PayPal) and then Paya, where he led the sales and growth initiatives for both companies. Mark has seen the rapid digital transformation of payments firsthand, having spent most of his career leading teams in the space.

Unlock the power of this unconventional way to generate insurance leads from home

Commercial insurance agents, listen up! If you want to stay ahead of the competition and become a better agent, then tune in today for five podcasts that are an absolute must-listen. The podcasts mentioned on Agents Growth Academy today will educate you with insights and knowledge that will take your business to the next level–and it doesn't cost you a dime. 3 Key TakeawaysListening to these 5 podcasts will improve your game and help you stay ahead of the curve. Niching down is an important step for commercial insurance agents trying to grow their business.Discover new ways to truly care about your community. Get to know the people you work with.ResourcesPower Producers PodcastAgency Freedom PodcastThe Ryan Hanley ShowInsurance Town PodcastMillionaire Insurance Producer PodcastMy Best Advice for New Insurance ProducersLead Generation for Insurance Agents PlaylistAbout Jim SchubertJim Schubert is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review, and Applied Systems.Jim is a passionate advocate for small business owners, entrepreneurs, and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction.Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography.

Insurance producers are struggling to make use of LinkedIn's many features and are missing out on the potential it has to offer. So for this episode of AGA, host Jim Schubert shows how to fix seven things on your LinkedIn profile to start generating more leads and sales, including how to optimize your headshot and create a lead magnet. Stop missing out on the potential of LinkedIn and learn how you can use it to get ahead of the competition!3 Key TakeawaysYour banner should be more than aesthetically pleasing; include clear phrases and images that convey who you are without having to scroll. Always list your two biggest roles and include hashtags that attract attention. This will be the second thing people notice when looking at your profilePeople want to see compassion and leadership from their agents. Volunteer work does not go unnoticed.ResourcesHow to Create a Lead Magnet that Converts Like Crazy YouTube VideoLinkedIn for Insurance Agents Playlistsouthernstatesinsurance.com/careersAbout Jim SchubertJim Schubert is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review, and Applied Systems.Jim is a passionate advocate for small business owners, entrepreneurs, and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction.Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography.

With 20+ years in the insurance industry, Host Jim Schubert has learned a thing or two about how to gain leads and become successful. So today, Jim shares his best advice tailored specifically to new producers starting their career. Learn why you should niche down, provide value, and tell your story, and hear the powerful strategies Jim used to gain success and growth on this episode of Agents Growth Academy.3 Key TakeawaysTell potentials a story that demonstrates the transformation a client has gone through; help them feel the effect deeply!You CAN'T do it all alone; take the time to thank the people who have helped you. You won't regret what this says about you or the help you'll receive in the future because of it.Storytelling is an important tool in the insurance producer's arsenal!ResourcesHow to Create a Lead Magnet that Converts Like CrazyLead Generation Playlist5 Ways to Provide Value Before asking for Anything in Return: agentsgrowthacademy.com/value Brand Storytelling Framework and Worksheet: agentsgrowthacademy.com/storytelling InsurGridWunderiteMarble BoxAbout Jim SchubertJim Schubert is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review, and Applied Systems.Jim is a passionate advocate for small business owners, entrepreneurs, and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction.Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography.

Welcome to another resource-abundant episode of Agents Growth Academy, where host Jim Schubert shares the best strategies for remote insurance agents to make money, including surprise selfies, content marketing, InsurGrid links, ePayPolicy, and webinars. He also provides a free resource that will help you get to a yes with your prospects in no time.3 Key TakeawaysGet into the habit of creating consistent content. It can be in the form of videos, blogs, and infographics.The simplest way to skip the line and beat out competitors is to think of ways you can provide value to potentials. If you're not creatively inclined, outsource your ideas!To gain more leads, it's all about letting the individual know you are aware of them and rooting for them.ResourcesInsurGridContent Marketing PlaylistePayPolicy5 Ways to Provide Value Before Asking for Anything in Return: agentsgrowthacademy.com/valueLead Generation for Insurance Agents VideoAbout Jim SchubertJim Schubert is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review, and Applied Systems.Jim is a passionate advocate for small business owners, entrepreneurs, and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction.Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography.

Welcome to this “mini Masterclass” episode with guest Steve Wiideman, where he walks you through the three main categories of SEO strategy that will boost your agency website. Learn the tools and techniques necessary to create a twelve month plan to rank for competitive keywords and start getting more website visits and inquiries–with more resources in one episode than ever. 3 Key TakeawaysImprove user behavior signals by having a call to action, keyword, and unique selling proposition in the title tag.Become more visible off the website by having other websites link to yours. This is known as off-page ranking and works off the concept of a voting system.Gain more relevancy by answering a common customer problem–one problem per web page–on your site.Resourcesacademyofsearch.com (use code: SEOSTEVE for FREE access to his $600 course)https://www.wiideman.comPodcastLinkedInCompany LinkedIn: Wiidemen Consulting GroupEmail: steve@wiidemn.comSEM RushRYTEanswerthepublic.comwhitespark.caBrightLocalDeep Work by Cal NewportThe Wim Hof MethodSuperhuman.comFind more resources relevant to your specific location/agency in the episode!About Steve WiidemanSpecializing in strategic planning for multi-location and franchise brands, Steve Wiideman, of Wiideman Consulting Group, considers himself a scientist and practitioner of local and e-commerce search engine optimization and paid search advertising. He is the author of SEO Strategy & Skills, a college textbook through Stukent. Wiideman has personally played a role in the inbound successes of brands that have included Disney, Linksys, Belkin, Public Storage, Honda, Skechers, Applebee's, IHOP, Dole, and others. Many of the mentioned projects with an emphasis on strategy, planning, and campaign oversight.While serving as an adjunct professor at UCSD and CSUF, Steve's also building the Academy of Search, while volunteering time to help improve transparency and industry standards as an agency trainer.

With 32 years of experience in the insurance industry, Morris Sims knows the importance of building your business on lasting principles. For this episode of Agents Growth Academy, Morris shares with host Jim Schubert his “Clarity Principle” and how you can use it to prioritize what really matters and foster growth. Get clear on what you want, why you want it and how you're going to get it.3 Key TakeawaysThis is the year to stop, pick up your favorite beverage, and start thinking ON PURPOSE.Start with the end goal in mind: what does your ideal day look like? Why does it look that way?What you do with must be fueled with passion and emotion–otherwise, you won't want to get out of bed every morning. ResourcesThe Business of Sales podcast with Morris SimsWebsitemorris@morrissims.comLinkedInThe Seven Habits of Highly Successful People by Stephen CoveyDarren Hardy's Sunday Planning SystemSanebox.comThe Entrepreneurial Operating System by Ignacio AguilerDeep Work by Cal NewportLegendary by Tommy BreedloveAbout Morris SimsMorris was an agent and manager for NYLIC before he was asked to go into management 32 years later as the VP and Chief Learning Officer in charge of training 12,000 agents and 500 managers with a staff of 200 nationwide. Now, Morris runs Sims Training and Consulting, helping business owners grow their business with a clear foundation and a healthy home/work balance.

Don't make the mistake of writing a standard resume that won't stand out in a crowd.An insurance agent must highlight their experience and skills in an attention-grabbing resume or risk losing the job to someone who knows how to land an interview. For this episode of Agents Growth Academy, host Jim Schubert shares the details of what to include–and not include–in your resume from your contact information all the way down to your designations. 3 Key TakeawaysYou have five seconds to sell yourself to the person scanning your resume. Don't waste it on “I'd like to further my career…” Show them the money! They want to see specific numbers you have generated in the past; paint them a clear picture of what you're capable of. LinkedIn is more than a means to see what you look like! Your potential employer will pay attention to how you interact with clients online. ResourcesWhat is Content Creation YouTube videoHow to Generate Leads on LinkedIn Without Spending a Dime YouTube VideoAbout JimJim Schubert is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review, and Applied Systems.Jim is a passionate advocate for small business owners, entrepreneurs, and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction.Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography.

Justin Jaksha, VP of Marketing for ePayPolicy, will share his 15 years of experience with insurtech, medical, and real estate and explain why storytelling is always the best marketing method for insurance agencies. Identify the psychology and science behind good storytelling and leverage it in your marketing on this episode of Agents Growth Academy.3 Key TakeawaysLeverage the psychology of good storytelling: use the hero's journey and monomyth to craft stories that make sense of the world and help the customer along their path.When surveying, it's important to ask the right questions that will uncover the benefits and transformation that comes from using your product or service.Pay attention to the language: listen to the words that your customers use and repeat them in your marketing to create an emotional connection.ResourcesLinkedInStory by Robert McKeeBuilding a StoryBrand by Donald MillerKendra Hall, storytelling expertThe Hero with a Thousand Faces by Joseph CampbelllCheckMate from ePayPolicyTrello applicationEast of Eden by John SteinbeckHero on a Mission by Donald MillerThe World of Art by Steven PressfieldAbout Justin JakshaJustin has over fifteen years of experience as a marketing leader (with a little bit of sales) in insurtech, medical, and real estate. Like host Jim Schubert, Justin is a full StoryBrand enthusiast and is StoryBrand certified.

On this episode of Agents Growth Academy, host Jim Schubert shares how he used collaboration tools, a CRM, and a content strategy to increase production and close more sales. He outlines the names of some of the best tools out there and provides a free resource to help you get started. By the end of this episode, you'll have the knowledge you need to boost your sales and make more money!3 Key TakeawaysDrive leads with a content strategy. This episode will provide several examples of agents with the best content. Utilize a CRM software to communicate with clients and prospects on and off of the clock, especially if you are a remote agent. It's especially important for remote agents to implement ways to hold themselves accountable. This is best created in the form of a team leaderboard. ResourcesePayPolicyInsurgridWunderiteAgency Zoom Rocket ReferralsInsuredMineHub SpotSalesforceNinetyHow to Drive Sales Through Content Creation YouTube videoMarketing for Insurance Agents PlaylistThe Guide to Giving Before You ask For Anything in Return: agentsgrowthacademycom/valueAbout Jim SchubertJim Schubert is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review, and Applied Systems.Jim is a passionate advocate for small business owners, entrepreneurs, and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction.Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography.

Agency owner and incredible human being Jeremy Powers joins host Jim Schubert to share the core values of his successful agency focused on education, personalization and excitement. He works to inspire agents to be the change we all want to see in our communities and create a legacy of purpose over profits. Quit chasing shiny objects and make a difference as a leader on this episode of Agents Growth Academy.3 Key TakeawaysPeople are looking for human connection more than ever since COVID. Use this opportunity to set yourself apart from all of your competitors.Focus on purpose: Identify and focus on your purpose and passion rather than just profits.It is equally important to create a culture that encourages team-building and collaboration.ResourcesWebsite: www.choosepie.comSendOutCards ProgramPurpose Over Profits Podcast Canopy ConnectHigh Performance Habits by Brendon BurchardSoundtracks by Jon AkuffFacebookLinkedInAbout JeremyJeremy Powers opened Powers Insurance Experts in 2020 with 10 years of experience in the industry. A focus on education, personalization, and excitement has resulted in his agency winning several local awards 4 years in a row while generating a steady stream of referrals. He desires to inspire other agents to be the change we all want to see in our communities. Jeremy has a beautiful wife Emily, and three amazing children Olivia, Chloe, and Judah. His goal is to create a legacy of purpose over profits.

Host Jim Schubert shares the complete guide to becoming a remote insurance agent, based on his first-hand experience from hiring. Delve into the prep work such as setting up high-speed internet and creating boundaries with your roommates or loved ones. Plus, get a free resource to land your first remote insurance agent job here on Agents Growth Academy.3 Key TakeawaysPrepare for your interview by setting up a distraction free space that has proper recording equipment BEFORE you turn on the Zoom call. There are certain questions that they cannot and should not ask you in an interview; be prepared to change the conversation to the ways you are prepared to work. Use these essential tips to stay sane while working remotely–and you will need to set times to take breaks.ResourcesThe Top 3 Interview Questions to Avoid YouTube VideoFree Checklist: agentsgrowthacademy.com/remoteagentchecklistAbout Jim SchubertJim Schubert is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review, and Applied Systems.Jim is a passionate advocate for small business owners, entrepreneurs, and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction.Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography.

Host Jim Schubert shows you everything you need to know about optimizing your processes to allow your staff to work from anywhere. He outlines the essential strategies, including choosing the right technology platform, creating a remote work agreement, creating systems of accountability, and deciding how to help remote agents feel like they belong on this episode of Agents Growth Academy.3 Key TakeawaysYou NEED to create a remote work agreement specifically outlining the common remote work scenarios that will protect your business and its data. Establish systems of accountability by assigning roles and responsibilities and creating an accountability chart.Employees need to feel like they belong in the company and are a part of some kind of community. This is equally if not more important for remote employees!ResourcesHow to Make Working From Home Actually Work for Your Company YouTube Video:The customizable remote work agreement template: agentsgrowthacademy.com/remoteagreementWatch for: How to Help Remote Insurance Agents Feel Like They Belong YouTube Video (Releasing next week!)Remote Work PlaylistAbout Jim SchubertJim is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review, and Applied Systems.Jim is a passionate advocate for small business owners, entrepreneurs, and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction.Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography.Get the FREE: Agency Guide To Filling Your Talent Pipeline - agentsgrowthacademy.com/talentpipeline

Remote work is more popular than ever–which means you need to implement new ways to show you value your remote employees. Host Jim Schubert outlines the steps he took to ensure his remote staff felt like an integral part of their organization, such as having regular meetings, reaching out to remote workers individually, and involving them in companywide activities on this episode of Agents Growth Academy. 3 Key TakeawaysHave regular meetings with peers, small team meetings, and group meetings.Reach out to remote workers individually on a regular basis.Involve remote workers through social media, costume contests, and companywide activities and meetings.ResourcesHow to Make Working From Home Actually Work in Your Company YouTube videoRemote Work PlaylistSpoonful of Comfort website: spoonfulofcomfort.comMountain Mallow: mountainmallow.comAbout Jim SchubertJim is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review, and Applied Systems. Jim is a passionate advocate for small business owners, entrepreneurs, and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction.Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography.Get the FREE: Agency Guide To Filling Your Talent Pipeline - agentsgrowthacademy.com/talentpipeline

Sean Kirby was 22 when his father handed him the insurance company and said, “Good luck!” And while Sean's experience diving in cold turkey wasn't the most glamorous approach, Sean is a master at adaptation and thinking on his feet. Today on Agents Growth Academy, host Jim Schubert invites you to join them to learn from Sean's experience to be open to change and new ideas. Don't fear failure–use it to adapt and succeed in an ever-changing landscape.3 Key TakeawaysGet comfortable with being uncomfortable; push yourself outside of your comfort zone in order to try new things.Be creative with your solutions–do things no one has thought to do before and it will lead you to success.Get used to failure and don't let it deter you from moving on to the next new idea. Start using failure as a tool for learning!ResourcesYesware Gmail Extension$100M Offers by Alex Hormozi LinkedInPerformancegroupindiana.compiaindiana.comAbout SeanSean Kirby is a husband and father first, entrepreneur second. He was thrown into this industry in his early twenties with a sink or swim situation. From that, he has found his true passion with people: growth and connection. Sean has started (and maintains) 3 separate podcasts, all in the hopes to grow his network and learn from the best in each industry. While Sean runs his independent insurance agency, their goal is to build people and businesses around those people (19 entities and counting). He is currently a contestant on David Carother's The Protégé: Season 2. He was the PIA's Young Agent of the year 2022 20 under 40 in his local area. He is growing and learning every day!Get the FREE: Agency Guide To Filling Your Talent Pipeline - agentsgrowthacademy.com/talentpipeline

Lead magnets are a great way to collect leads online but can be an obstacle for business owners of all niches. So today on Agents Growth Academy, host Jim Schubert outlines how to create a lead magnet that converts like crazy. You'll learn what a lead magnet is, how to choose the right type of lead magnet for your business, and how to create a lead magnet that provides value before asking for anything in return. By the end of this episode, know exactly what you need to do to get more subscribers and customers in no time.3 Key TakeawaysBrainstorm your target audience's pain points by making a list of common problems that you hear from them regularly.Choose a lead magnet type that makes sense for your target audience. This could be a cheat sheet, a checklist, a guide, a video course, or a challenge.Create your lead magnet beautifully by using a software or outsourcing it to someone who can help you make it look professional.ResourcesHow to Fill Your Talent Pipeline5 Tricks to Improve Your Email Marketing StrategyContent Marketing Playlist5 Ways to Provide Value Without Asking for Anything in Return About Jim SchubertJim Schubert is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review, and Applied Systems.Jim is a passionate advocate for small business owners, entrepreneurs, and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction.Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography.Get the FREE: Agency Guide To Filling Your Talent Pipeline - agentsgrowthacademy.com/talentpipeline

Host Jim Schubert is joined by Will Lemanski, who outlines the moves needed to turn your business into a lean agency machine. As a fourth-generation agent who has been in the business since 2002, he knows what it takes to make an agency run efficiently and maximize everything. Create more freedom by prioritizing certain payments and budgeting using Will's framework. Show appreciation to your employees and to your clients and become a best practices agency on this episode of Agents Growth Academy.3 Key TakeawaysPay off debts and other liabilities as soon as possible to reduce stress and increase freedom.Get involved in Best Practices programs to benchmark and improve your agency.Appreciate your employees by showing them that you care about their well-being each day.ResourcesWebsitePipedrive CRMFacebookInstagram Email: will@mllins.comCall: 5173519117Never Split the Difference by Chris VossAgency Freedom Podcast by James JenkinsAbout Will LemanskiWill is a fourth-generation agent who has been in business since 2002. He spent 5 years as a claims rep handling property, liability, and auto claims. As an agent, he bought a business in 2012 with his wife. Since then, they've almost tripled agency revenue in 3 years. Will is heavily involved in state and national BIG I association and has run a best practices agency since 2016. He went from sitting at a computer with a phone and being told to sell to managing producers, running an agency, and making it as efficient as possible. What interests him now is finding ways to run the agency more efficiently and maximizing everything.Get the FREE: Agency Guide To Filling Your Talent Pipeline - agentsgrowthacademy.com/talentpipeline

LinkedIn is a powerful tool for business owners and professionals, but most people don't know how to use it to generate leads without spending any money. On this episode of Agents Growth Academy, host Jim Schubert breaks down the simple, 5-step strategy that he used to get hundreds of leads on LinkedIn and go viral on social media. This strategy doesn't require any fancy tools or expensive software–just a little time and effort.3 Key TakeawaysStop Spraying and Praying. Niche down and find a target market with fewer people in it.Create content and post it consistently. This will help you be the person that people go to when they have a need for your product or service.Send people to a lead magnet, something that solves a pain point for them and is a quick win.ResourcesHow to Make Your LinkedIn Posts Go Viral YouTube videoContent Marketing PlaylistThe free guide on 5 Ways to Add Value Before Asking for Anything in Return: agentsgrowthacademy.com/valueFiverr Jim Schubertis the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review, and Applied Systems.Jim is a passionate advocate for small business owners, entrepreneurs, and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction.Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography.Get the FREE: Agency Guide To Filling Your Talent Pipeline - agentsgrowthacademy.com/talentpipeline

It's far too easy to get bogged down by negative experiences and let them define us. But Michael Zalle brings his experience of being born with a small right hand and losing a seven figure sale just minutes before the interview as proof that your experiences make you the person you need to be today. Join him alongside host Jim Schubert to discuss the fundamentals of entrepreneurship and how you can do well while doing good at the same time on this episode of Agents Growth Academy.3 Key TakeawaysIn entrepreneurship, you have to learn to adapt.  Figure out how to work around it and don't let it stop you from moving forward.Don't take things so personally–not everything is about you. Accept that sometimes things happen that are out of your control.Don't dwell on setbacks. Pick yourself up and keep going (in 24 hours or less).ResourcesThe Daily Stoic by Ryan Holiday and Stephen HanselmanThe Daily Stoic PodcastLinkedInWebsite: goyellowbird.comAbout Michael Zalle Michael is the Founder and CEO of YellowBird. He is responsible for creating, building, and launching new concepts and companies, resulting in multiple successful exits over a 25-year tech career. He has built a career through a unique balance of commercializing novel business models, operationalizing innovative technologies and platforms, rapidly scaling operations, and building market-shaping ecosystems. Michael's companies and purpose are ever focused on serving others. Whether it be satellite systems for First Responders, environmental products for flood and spill response, or time and economic support for difference-making organizations, Michael believes in “doing well while doing good.”Michael's college journey began at San Francisco State University and was completed at Pepperdine University Graziadio Business School while working full-time and traveling at age 19. As a lifelong member and mentor for the Amputee Coalition of America, he enjoys the time he's able to invest in mentoring kids with physical challenges.Married 22 years with two children, Michael spends most of his free time at lacrosse or soccer games chasing balls, applying band-aids, and handing out snacks. He enjoys traveling and engages in a variety of sports including golf and tennis; he ranks himself an incredibly average golfer and perhaps even worse tennis player.Get the FREE: Agency Guide To Filling Your Talent Pipeline - agentsgrowthacademy.com/talentpipeline

If you're an insurance agent or in any kind of sales role–or just searching for new ways to generate sales–this is for you. Host Jim Schubert is going to show you how his friend Stephen generated $1.5 million in sales from a single content marketing idea. Stephen is an insurance agent who's been in the trenches, but it wasn't until the last couple of years that he generated over a million dollars. Today, Jim shares an exercise that will help you identify how you can create content that adds value and makes big profit. 3 Key TakeawaysHow one insurance agent generated $1.5 million in sales from a single content marketing idea that he gave away for free. How to become an expert in something by spending just ten minutes a day learning more about it.​How to figure out who your audience is and what they want. Start by interviewing people in your target market or niche to get an idea of the language they use to describe their pain points.ResourcesFull Podcast Episode with Stephen SedlakAGA's Marketing for Insurance Agents PlaylistFree guide with 5 Ways to Provide Value Without Asking for Anything  Else in Return: agentsgrowthacademy.com/valueAbout Jim SchubertJim is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review, and Applied Systems.Jim is a passionate advocate for small business owners, entrepreneurs, and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction.Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography.Get the FREE: Agency Guide To Filling Your Talent Pipeline - agentsgrowthacademy.com/talentpipeline

Will Moore is an entrepreneur, habits gamification, and happiness expert. He helps people gamify their habits by combining universal principles to replace their failure habits with success habits five cores that address everything from your physical health to giving back. Hear how you can game up and get back the playful side of who you are on this episode of Agents Growth Academy.3 Key TakeawaysUniversal principles have always and will continue to prove themselves true. Identify the ones that apply to you and create a system for yourself that holds you accountable to them.Begin by taking three days to keep track of the habits you're doing in the morning, mid-day, and night. Use red for bad habits and green for good habits. Decide what you'd like to do instead of the red ones.Your mindset holds the power to change your lifestyle into what you dreamed of. Don't try to do it all at once; instead, work on one or two changes at a time. ResourcesWebsite: mooremomentum.com (Take the quiz for a 10000 foot view on where you stand in each of your five cores!)Sign up to be notified when Will's app releasesInstagramLinkedInJames Clear, Atomic HabitsSimon Sinek, Start With WhyBJ Fogg, Tiny HabitsDale Carnegie, How to Win Friends and Influence PeopleAbout Will MooreWill is an entrepreneur, habits, gamification, and happiness expert. After exiting his delivery startup for a nine-figure sum, Will realized that “true success" is not just about finances, but nurturing and finding balance in the 5 core areas of your life scientifically linked to happiness:MindsetCareer & FinancesRelationshipsPhysical HealthEmotional Health & Giving backWill's now dedicated his life to helping others run their lives as a successful startup of the most important business they'll ever run: THEIR LIVES.His Moore Momentum System helps people gamify their habits by combining universal principles, science, and tech to WANT to replace their failure habits with success habits in all 5 Cores.Get the FREE: Agency Guide To Filling Your Talent Pipeline - agentsgrowthacademy.com/talentpipeline

Host Jim Schubert is about to show you ten marketing ideas that insurance agents or really anybody can use to get more leads and close more sales. Whether you're just starting out or you've been doing this for a while, these tips will help you take your marketing game up a notch on this episode of Agents Growth Academy.3 Key TakeawaysHow one insurance agent wrote a book and generated $5 million in sales as a result How to use an insurance agency app to get more leads from people who aren't even your clients.How creating video content that answers common questions about insurance will boost your agency's sales exponentially. ResourcesYoutube: How to Drive Sales through Content CreationOur content marketing playlist5 ways to provide value before asking for anything in return: agentsgrowthacademy.com/valueAbout Jim SchubertJim Schubert is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review and Applied Systems. Jim is a passionate advocate for small business owners, entrepreneurs and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction. Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography.Get the FREE: Agency Guide To Filling Your Talent Pipeline - agentsgrowthacademy.com/talentpipeline

Don't let the name fool you – “Client Experience for Dummies” is not a condescending guide; it's an introduction to a new way of thinking about how to serve clients, brought to you by today's guest, Andy Mathisen of GloveBox. In a world where independent insurance agents are competing with direct-to-consumer carriers, it's more important than ever to find ways to stand out and provide value. Today on Agent's Growth Academy, hear how GloveBox does this by providing a platform that connects agents directly to carriers, allowing for a more seamless and accurate experience for clients (including a direct way to pay bills). 3 Key TakeawaysIt's more important than ever to improve communication and relationships between independent agents and their clients. Companies like GloveBox are making that a possibility.Directly connect with carriers to get live data and documents and pay bills through the platform.Use GloveBox to set up accounts for prospects, even if they're not currently clients, and track which carriers they use.ResourcesTwitterLinkedInEmail: andy@gloveboxapp.comRelentless by Tim GroverWebsite: www.gloveboxapp.comAbout Andy MathisenAndy grew a $100 million dollar agency alongside his brother and Dad from 2011-2019. He started GloveBox in 2019 and is the co-host of the Cease & Desist podcast.Get the FREE: Agency Guide To Filling Your Talent Pipeline - agentsgrowthacademy.com/talentpipeline

In this episode of Agents Growth Academy, headmaster Jim Schubert interviews Stephen Sedlak from Schmale Insurance Agency about Sedlak's new book, The Work Comp Effect: Seven Steps to Increase Profits Through Your Work Comp Program, particularly how Sedlak is using it to generate income exponentially while giving it away for free.3 Key TakeawaysWriting a book is one of the fastest ways to establish credibility in your industry. ​Begin by identifying niches that you have knowledge in and narrow those down until you feel you could help others. How giving away your book for free frequently will help to generate higher income (up to the millions).ResourcesStephen's book, The Work Comp Control Effectemail: ssedlak@schmaleinsurance.comThe Compound Effect by Darren HardyExtreme Ownership by Jocko Willink, Leif Babin, et al.LinkedInUse code: GROWBIG at checkout to get 15% off your mountainmallow.com purchaseAbout Stephen SedlakStephen is a partner at Schmale Insurance Agency. He obtained his journalism degree from the #1 journalism school in the country (mizzou). Stephen is known for his #1 amazon best selling book: The Work Comp Control Effect, and he once owned a company in college where they made the cheesiest commercials.Get the FREE: Agency Guide To Filling Your Talent Pipeline - agentsgrowthacademy.com/talentpipeline

As an interviewer, it's important to ask the right questions to get the information you need to make a hiring decision. But there are also some questions that you should avoid–the kind that can get employers into some serious hot water–as they could be considered illegal or discriminatory. Avoid potential issues and, more importantly, identify red flags in candidates before you complete the interview on this episode of Agents Growth Academy. 3 Key TakeawaysWhile children can be a distraction for remote workers, it is not your place to ask about their childcare arrangements. Instead, ask if they have a distraction free environment that they can make calls/Zoom with no trouble. Don't be afraid to let there be silence after asking a question; they may need a minute to mull it over, but talented people know their skills and will be able to answer with how they can help. Avoid asking questions about a candidate's current salary; it likely won't provide the right information because it doesn't take into account their individual financial situation.ResourcesThe Agency Guide to Bulletproofing Your Interview Process: agentsgrowthacademy.com/interviewguideLeave us a review or chat with me on social media!About JimJim Schubert is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review and Applied Systems. Jim is a passionate advocate for small business owners, entrepreneurs and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction. Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography.Get the FREE: Agency Guide To Filling Your Talent Pipeline - agentsgrowthacademy.com/talentpipeline

Mark Engels, CEO of ePayPolicy, a modern payments platform built just for insurance carriers, brokers, and agencies, has seen the rapid digital transformation of payments firsthand, having spent most of his career leading teams in the space. He sits down with host Jim Schubert today to share the trends he sees changing in end management systems for agencies across the globe and breaks down their valuable service for those who are still receiving a large percentage of their payments in the form of physical checks.3 Key TakeawaysHow ePayPolicy is helping insurance agents digitize their receivables no matter the payment, INCLUDING checks.How the company's machine learning algorithm is used to reconcile data from customer remittance advice.How the company's focus on integrating digital payments into the insurance industry is helping agents keep up with industry trends.ResourcesLinkedInepaypolicy.comePayPolicy's CheckmateAbout MarkMark Engels is the CEO of ePayPolicy, a modern payments platform built just for insurance carriers, brokers and agencies. Before ePay, Mark served as the Chief Revenue Officer for Hyperwallet (acquired by PayPal) and then Paya, where he led the sales and growth initiatives for both companies. Mark has seen the rapid digital transformation of payments firsthand, having spent most of his career leading teams in the space.Get the FREE: Agency Guide To Filling Your Talent Pipeline - agentsgrowthacademy.com/talentpipeline

Host Jim Schubert is going to show you how he was able to go from zero to 250 insurance job applicants in just two weeks–WITHOUT using recruiters. Jim breaks down the key components to finding success with applicants including the tone (it's less formal than you're probably thinking), location (it's less pinpointed than you're probably thinking), and the right way to advertise your open positions on this episode of Agents Growth Academy.3 Key TakeawaysStart by updating the beginning of your job description on Indeed to be clear, include salary, and not overly formal in tone. Post the job listing with remote work as an option for the position; get quality candidates because of it. Sponsor the job listing and still save money by not hiring a recruiter. ResourcesThe Agency Guide to Filling Your Talent Pipeline for free: agentsgrowthacademy.com/talentpipelineAbout Jim Schubert Jim is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review and Applied Systems. Jim is a passionate advocate for small business owners, entrepreneurs and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction. Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography.Get the FREE: Agency Guide To Filling Your Talent Pipeline - agentsgrowthacademy.com/talentpipeline

Michael Overstreet is an agency owner who has been in the industry for over a decade. He takes a seat with host Jim Schubert to share his found passion for using video to educate consumers and grow his business after merging with two agencies. Take the discomfort out of getting behind that camera and get the biggest secret to success with video on this episode of Agents Growth Academy. 3 Key TakeawaysIt's important to keep in mind that not everyone will be interested in what you're selling right away. It may take several interactions before someone is ready to make a purchase.To create educational content, start by thinking about what topics would be most helpful or interesting to your target audience.Know that it's going to take at least 6 months to start getting traction with your YouTube videos. Consistency is key to success. Resourcesmotionarray.comWhen Words Collide by Lauren KesslerLegendary by Tommy BreedloveYouTubeWebsiteFacebookMichael's gardening channel: The Gardening NerdAbout Michael OverstreetMichael loves to create educational content, and he loves to use video to do so! He has been in insurance for over a decade and just recently merged his agency with TWO others. They are just having fun as they bring their agencies together. Michael is the first to admit he's failed a lot, but he has learned a lot of good lessons over the years because of it. Get the FREE: Agency Guide To Filling Your Talent Pipeline - agentsgrowthacademy.com/talentpipeline

Wes Becknell is a leading insurance agent who has grown his business exponentially over the past 20 years. Today on Agents Growth Academy, Wes advocates using data to deliver profitability in trucking insurance. He has developed a robust system that does just that. Join him and host Jim Schubert to hear how you can eliminate the need to chase money or endorsements and save a tremendous amount of time.3 Key TakeawaysHow data can be used to deliver greater profitability in trucking insurance.How agents can better use technology to save valuable personal time and make more money.Why having an abundance mentality will rise the tide of the insurance industry and bring your agency more leads. ResourcesWHOOP StrapAtomic Habits by James ClearBooks by Patrick LencioniLegendary by Tommy BreedloveWebsite (Give him a call or shoot him an email through their website calendar.)www.rocklakeig.comLinkedIn: @wbecknellLinkedIn: @rocklakeYouTubeAbout Wes BecknellWes is a multifaceted insurance professional; he has been an independent agent, worked on the premium finance side, and both admitted and non-admitted carriers and a MGA, and has grown territories at each stop along the way. Wes generated 87% of a regional carriers' profits on 25% of their revenues and turned in a 73 combined in a territory known for tornadoes and hail, all the while growing the top line premium.Wes has won Marketing Rep of the Year in Texas and Oklahoma along with serving as president of the chamber 4 different terms. He has earned his CIC, CSRM, ERIS, CRIS, and has an MBA in Finance.Get the FREE: Agency Guide To Filling Your Talent Pipeline - agentsgrowthacademy.com/talentpipeline

Jim Schubert hosts this episode of Agents Growth Academy to share five great ways to find candidates without breaking the bank on recruiters. Listing all positions on your website, incentivizing your staff, asking your partners for help, creating a video advertisement on social media, and embracing work from anywhere are all proven methods at AGA headquarters. By implementing even a few of these strategies, you're sure to see an increase in the quality of your applicants.3 Key TakeawaysYou can find quality candidates without using a recruiter or at least lower the cost of recruiters by utilizing the other five resources your agency already has to offer. Embrace remote working in your agency. There are multiple benefits of expanding your horizon to candidates across the US. Incentivize your staff in a way that matters to them. Don't be too cheap, but pick a sum that you feel comfortable with.ResourcesLeave us a review on Apple PodcastsAbout Jim SchubertJim is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review and Applied Systems. Jim is a passionate advocate for small business owners, entrepreneurs and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction.Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography.

Learn the secrets of the top insurance agents and how they grow their book of business exponentially each month from industry-leading expert David Watson. Join host Jim Schubert to hear how to write more profitable personalized insurance and use technology to streamline the insurance quoting process. David will also outline how he increased profitability for his insurance agency by using the Risk Advisor system and what it can do for your agency today.3 Key TakeawaysWhat the top insurance agents are doing to grow their book of business exponentially each month.Secrets industry-leading experts have for writing more profitable personalized insurance.How independent agents can use technology to streamline the insurance quoting process.ResourcesFounders Brand by Dave GerhardtBuilding a StoryBrand by Donald MillerWebsite: riskadvisor.insureLinkedin: @agentdavidwatsonEmail: david@riskadvisor.insureAbout David Watson David is a partner of Mappus Insurance Agency, an independent insurance firm in South Carolina that specializes in personal and business insurance.David is also the founder of RiskAdvisor, an insurtech SaaS tool that helps independent agents streamline the insurance quoting process and write more profitable personal lines accounts. With RiskAdvisor over the past two years, David has written over $1M in personal lines insurance premiums each year–and his goal is to help other independent agents write more profitable accounts, too.He believes the independent agent is invaluable to the insurance buying process and is on a mission to help agents around the country grow and thrive.

Almost 75 % of our staff worked from home during the pandemic, 40% of which still do today without slowing productivity. A lot went into that statistic behind the scenes. So today on Agents Growth Academy, host Jim Schubert will share how to make working from home actually work, starting with the “why” and following through with systems of accountability.3 Key TakeawaysBecome 100% clear on your company's vision before asking yourself if you should allow remote work. That way, you can ask if it aligns with that vision. Remote work is hard to undo, but some of the remote workers Jim has hired are qualified, legacy employees. Don't rule out this option without looking into it. Your accountability measurables need to be conducted at a regular pace, whether that's employee feedback loops or responsibility chart check-ins.ResourcesTraction by Gino WickmanAbout Jim SchubertJim is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review and Applied Systems. Jim is a passionate advocate for small business owners, entrepreneurs and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction. Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography.

Host Jim Schubert is joined by Hal Soden who hits home the most important thing this industry is about: making connections! Hal explains how his agency developed their own niche and what tools they utilized but also explains that they still knock on doors. Get inspired and don't be afraid to tackle that big business over small ones, connect with other agents, and build relationships with clients on this episode of Agents Growth Academy.3 Key TakeawaysDon't be afraid to tackle that big business! You don't have to stick to the small ones; you already have the resources you need to get there.The most important thing you can do right now for your agency is to get involved with your industry. Making connections will help more than anything else. You need to tell people what resources you have available to them or they won't distinguish you from the others. Make that information known to potentials. ResourcesLinkedIn (send him a note that you heard about him on AGA)The Wedge by Scott CarneySalesforceBignitionNever Split the Difference by Chris VossEgo Authority Failure by Derek GauntAbout Hal SodenHal Soden, Jr. is a principal and risk management advisor at Oliver L.E. Soden Agency Corp. Hal provides property-casualty consulting and risk management services for mid-size corporate, commercial & NonProfit clients. He specializes in reducing risk & insurance costs using a proprietary risk management process called SAFE365®, written action plans to identify goals, coordinating strategies to prevent injuries, improving safety and claims management systems, and monitoring progress on identified goals.Hal is the Current Chairman of Big I New Jersey, the industry's premier trade association, and a partner at New Jersey Agents Alliance. Hal resides in Little Silver, NJ with his wife and two children. 

Host Jim Schubert would not even be here doing this show if today's guest wasn't a part of his life. Tune into this episode with guest and podcasting expert Josh Tapp, where it's about building relationships–whether you think it will help you or not. Discover the power of outsourcing, identifying “pools of problems,” and the truth behind what connecting others will do for YOU in a time of need,3 Key TakeawaysAlways focus on providing people with value first. The rest will come naturally afterward.Stop thinking you need to keep purchasing new marketing methods and know that you already have what you need to be successful. Just be genuine and watch the results. It doesn't have to take a lot of your time to connect people with others who may be useful to them. You can do it in as little as a few minutes a day and reap the rewards.ResourcesNever Split the Difference by Chris VossBusiness Masterclass by Billy WagnerThink and Grow Rich by Napoleon HillLiving Forward by Michael Hyatt et al.Pantheon.fm (the top podcasters all gathered together)About Josh TappJosh is the host of the Apple iTunes Top 50 Marketing Podcast, The Lucky Titan.He is a lifestyle entrepreneur, high-performance business coach, and keynote speaker.Having interviewed and shared the stage with over 500 of the world's top entrepreneurs, Josh created The Pantheon method as a simple roadmap for any entrepreneur to build a thriving personal brand.He believes that entrepreneurship is the remedy to nearly every issue in this world, and spends his time promoting entrepreneurship across the globe.

You agency owners out there are cramming a little too much in the everyday: pay special attention to this episode. Guest Scott Anderson is an expert coach in burnout recovery, and he's here to share alongside host Jim Schubert how, despite its major setbacks, burnout can be a blessing. Hear how you can implement his model for de-stressing and decluttering your mind, effective in as little as FIVE SECONDS, on this episode of Agents Growth Academy.3 Key TakeawaysThe number one key to recovering from burnout is noticing when you're stressed out. Be aware and listen to your body throughout the day. Take intentional recovery breaks–as little as five seconds to five minutes–and watch the habit make you present and less worried. Use your apple watch to remind yourself to relax if you need to. Reduce your daily tasks that are creating white noise in your mind by identifying what only you can do, love to do, and what will move the needle for your business.ResourcesThe Untethered Soul by Michael SingerWebsite ​Join their Facebook group: Beyond BurnoutAbout Scott Anderson Scott is a serial entrepreneur whose entry into business started when he was tasked with turning around a 3rd generation family group of construction equipment and industrial engine companies, which he was able to scale and sell at a premium.Following this, Scott built 3 for-profit businesses, including an agency that he ran for over 25 years and later sold to his employees.Scott also combined his business acumen with his experience as a licensed mental health therapist to establish the not-for-profit, AtEaseUSA.org, which develops and deploys leading-edge PTSD treatment technology in partnership with Tel Aviv University and the Israeli government.Scott's experience in business is matched by his premier training in coaching and therapy. He trained at the preeminent Coaches Training Institute and is certified by the International Coaching Federation (IFC).He also graduated summa cum laude with a Master's degree from the University of Nebraska School of Clinical Counseling.

The Titanic: the biggest insurance claim of the century. Joseph and the Technicolor Dreamcoat: the greatest historical insurance negotiation. Join guest Peter MacDonald from Wunderite and host Jim Schubert on this episode of Agents Growth Academy to be proud to be a part of the lubrication that's brought function to society. Become a company that makes top-of-stack submissions quickly and easily–every time. 3 Key Takeaways-Only outsource the things that don't add value to your client's experience. These things that typically feel grueling for you as well and can be handled by Wunderite.-It's all about the positive touch points with your clients; start taking advantage of the invaluable data points you collect about them and make the conversation relevant.-Remember that insurance at its core is about the natural human desire to protect one another. Apply that to your agency's approach toward the community. About Peter MacDonaldBefore founding Wunderite in 2018, Peter worked at a family insurance agency selling most types of insurance. In this role, Peter earned industry licenses and credentials (CPCU, CRM, CIC, LIA), represented independent agents to lawmakers in Washington DC with the IIABA, and built and implemented technology for the agency.Intrigued by computers since he was four, Peter hacked the UI of AOL Instant Messenger, started modhalo.net to enhance Halo gameplay, and built bulletprooflinks.com (featured in Wired) before graduating high school. He quickly figured that the insurance industry needed better technology.Peter earned an MBA with distinction from Boston College as a Dean's Scholar and a BS in Mathematics Cum Laude from Wheaton (IL).Peter lives in Massachusetts with his wife and two kids. He is a former traveler, recent drone enthusiast, and likes to be outside.

If you haven't considered this automated system for any other reason: do it for your clients. Don't let check fraud happen to them on your watch. Today on Agents Growth Academy, host Jim Schubert is joined by ePayPolicy's Zac Franz to lay out the scary reality behind sending a check in the mail, presenting the all too easy, digital solution that beats a square and bank merchant services every time.3 Key TakeawaysWe're past the time where sending your bank account/routing information between thin paper is safe. Don't jeopardize your client relationships by allowing them to be subject to fraud. Stop giving away your commission! Digital payment will make paying easier for your clients and keep your cash in your court. You don't have to wait for the insurer to acknowledge and approve incoming funds. ePayPolicy will make the transfer immediately. ResourcesEssentialism by Greg McKeowenazon.com/Atlas-Shrugged-Ayn-Rand/dp/0451191145What Would the Rockefellers Do?  by Garrett B Gunderson: LinkedInWebsite: https://epaypolicy.com/About Zac FranzZac is a genuinely good guy who has worked with ePayPolicy for over two years. He began on their sales team but quickly moved to managing that team after discovering his passion for speeding up receivables. Now, Zac is managing relationships with ePayPolicy's integrated technology partners, contributing each day to a safer, faster way to pay in the insurance industry.

How is lead distribution in the insurance agency comparable to Costco? Guest and independent agent Jeff Shi explains why It's all about the way you incorporate other lead companies. Join him and host Jim Schubert to reimagine the way independent agents grow their agency organically versus through acquisition and hear how, despite the big changes happening in the insurance agency today, the role of the agent is more important than ever. Show Notes[0:25] Jim introduces guest Jeff Shi and his background in insurance[4:15] Jeff talks about the impact of struggling with mental health growing up and his wife's mission to help kids like him[6:50] Jim asks Jeff to explain what he's learned about distribution and organic growth/why he founded his company[10:50] Jeff talks about redistribution of leads to independent agents and the struggle in today's agenting industry to get there[16:08] The people trying to replace Geico aren't the smartest ones in the room; focus on the top 100 broker list[17:40] Why isn't there interest in the brokerage space?[26:40] Jeff gives a final piece of advice to agents: treat people how they want to be treated, and if you promise something then deliverKnow your weaknesses and strengths [29:18] Money problems resulted in a lack of financial discipline, but true greatness requires discipline [30:40] Jeff answers AGA's rapid-fire round3 Key Takeaways Don't focus on replacing major companies like Geico. Instead, focus on becoming a top 100 broker.The role of the insurance agent has become more important as the industry has shifted toward “replacing” the insurance agent's role. Take another look at how you're utilizing the resource of a potential client's cell phone. They may be a faster way to generate leads. ResourcesLinkedinFacebookRich Dad, Poor Dad by Richard Kiyosaki TelegramWhatsAppBlink by Malcolm GladwellDelivering Happiness by Tony HsiehKobe Bryant video: Obsession About Jeff Shi Jeff Shi launched his insurance career as a top performing captive agent at Allstate. Along the way, he found the grass really was greener on the independent side, and co founded Quantum Assurance International and Quotehound so agents could have the home they deserve. As Chief Vision Officer at Quantum, he helped pioneer features like immediate vesting and the digital entrepreneur model that helps agents build over the next 3 years what took agents of the past 20. Then in year 3, Jeff and Justin Marks started focusing on the launch of Quotehound, reimagining the way independent

Host Jim Schubert brings you the best methods straight from his agency that refine–and raise–your recruiting stats. It starts by setting up an evergreen process that maintains a focus on timing and question phrases. Hear his top five things you must do to recruit effectively on this episode of Agents Growth Academy and watch your incoming resumes raise 70 to 100 percent. 3 Key TakeawaysJust because you use a robust interview system doesn't mean you can't SAVE TIME from it. Ask the right questions at the right time and make hires faster. You need to think about how your WEBSITE is bringing in resumes–unsolicited. There are over 5 ways you can ensure this.Hiring should not be a hurry up and wait process. Instead, maintain a continuous recruiting system and don't be in a rush to fill upcoming holes. ResourcesIndeedCalendlyUse epaypolicy.com/checkmate to see their new serviceLeave us a rating on Apple Podcasts

Design expert, Kick-A agent, and possibly even a psychologist Ciara Gravier joins host Jim Schubert for a rich discussion on your agency's branding. Build a brand that tailors to the gut over the mind and hear Ciara's top concrete ways to rethink your brand's impact on this informative episode of Agents Growth Academy.3 Key TakeawaysBuild a brand that appeals to your potential client's gut, NOT their mind. In today's world, appealing to the mind is not enough. Clearly identify what your agency does enough so that each employee can explain similarly to interested parties. Utilize sensation transfer when designing your brand. Sensation transfer will ensure clients know who you are every time and trust you for that. ResourcesWebsite: www.bunkeryourrisk.comThe Brand Gap by Marty NeumeierCanvaThe Compound Effect by Darren HardyFacebookLinkedInInstagramAbout Ciara Gravierhas been in the insurance industry for almost 20 years. She helped her parents start two scratch agencies: Allstate, and an independent that was sold in 2018. Ciara is now the founder & CEO of The Bunker Insurance & Risk Management where she holds several designations: CIC, CRM, and the CCIC.

Texan by choice, teacher/coach, and automation expert Casey Nelson is here for what host Jim Schubert describes as “becoming very quickly one of the most valuable podcasts I've ever recorded.” Besides being a darn good guy to know, Casey shares value with listeners on the limitless work-arounds available to agents, the biggest ROI action item to implement, and why you should always do more than you have to on this episode of Agents Growth Academy.3 Key TakeawaysUnderstand that there will be hairs when you employ automation, but don't be afraid to make a laugh out of it, especially to clients. You absolutely need to have a written process for EVERYTHING in your agency. Show up, be the person others can rely on, and give more credit to your gut instinct.ResourcesTango, screen recording platform Jurassic Park by Michael CrichtonWebsite: stakwise.comFacebookYouTubeReach out to Casey any time at casey@stakwise.comAbout Casey NelsonWas Michigan born & raised, graduating a Western Michigan University Alumni, but today, he is a Texan by choice. Casey served as a teacher and coach for eight years and as an insurance agency COO for seven years. He became IIAT ELI Texas Chair and was on the IIAT Board of Directors for two years, after which he started StakWise in August 2021 to help agents/agencies install, build, and manage their technology and automation.