Planet of the Agents Insurance Podcast

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The Ultimate Insurance Agents podcast for the property and casualty insurance industry. Grow your agency, retain clients, compete in the modern world.

Dave Baker


    • Jan 20, 2025 LATEST EPISODE
    • monthly NEW EPISODES
    • 23m AVG DURATION
    • 74 EPISODES


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    Latest episodes from Planet of the Agents Insurance Podcast

    Growing your P&C Insurance agency - Welcome to 2025

    Play Episode Listen Later Jan 20, 2025 22:37


    2025 is going to be a great year.  Sure, 2024 was not the most fun year in property and casualty insurance for most people, but in 2025, you can move forward and take advantage of the many great opportunities that you have.  If you a a personal liens agent thinking about getting more into commercial insurance, now is your time.  I'll discuss some of the things that people have gone through in auto insurance and homeowners insurance and how you can start moving forward to grow your insurance agency, even in a hard market.Get access to insurance agent resources today at:  https://theagentspot.com

    2024 Recap of the P&C Insurance Agency Business

    Play Episode Listen Later Dec 23, 2024 14:06


    The property and casualty insurance business continues to evolve and agents are going to need to evolve and grow with the changes.  Rolling with the punches is not always easy, but let's take a moment to look back at 2024 and what's going on in personal lines and what I think the future holds for the independent insurance agency channel.Join the newsletter for agency growth ideas and to learn about my upcoming course at https://planetoftheagents.com/newsletter/

    Using AI at Your Insurance Agency

    Play Episode Listen Later Oct 29, 2024 11:12


    There are so many ways that AI can help your insurance agency.  Is AI going to help your insurance business or hurt it?  I will discuss several ways that you can use artificial intelligence to help your insurance agency.Join the newsletter at https://planetoftheagents.com/newsletter/

    2024 Insurance Agent Convention Recap

    Play Episode Listen Later Sep 24, 2024 12:28


    In this episode, I recap my experience at the Arizona IIABAZ insurance agents convention and the 2024 Palm Desert Agents Alliance convention.  Not only did I reconnect with friends, I was energized and inspired by the trade shows.  Learn why I love to attend these events and how they can help you with your insurance agency too.Join the newsletter at https://planetoftheagents.com/newsletter/

    The Power of a Welcome Letter for Your New Insurance Agency Clients

    Play Episode Listen Later Aug 13, 2024 14:11


    Do you send your new clients a welcome letter?  Are you missing a valuable cross selling opportunity at your insurance agency?  In this episode, I Will discuss the value of sending a welcome letter and how it can potentially help you grow your business.Join the newsletter at https://planetoftheagents.com/newsletter/

    Are commercial insurance client or personal lines insurance clients more loyal?

    Play Episode Listen Later Jul 8, 2024 16:14


    Are you concurred about retention at your insurance agency?  Are you focused on commercial insurance or personal insurance, such as home and auto?  Have you noticed any trends when it comes to looking at who stays with you as a client tin the long-term? I will share my thoughts on this to give you something to think about when planning for the future of your P&C insurance agency in this episode of Planet of the Agents.Join the newsletter at https://planetoftheagents.com/newsletter/

    The Future of Auto Insurance for Independent Insurance Agents

    Play Episode Listen Later Jun 24, 2024 17:09


    What is the future of the auto insurance industry for the independent agency channel? Is the channel of distribution going to change and will insurance agents still be relevant? Will people buy their auto insurance online or directly at the dealership? Are self driving cars or autonomous vehicles going to affect auto insurance sales? Independent agents and other insurance agents might want to take a long look into the future when planning for it. These and other questions are some things that I address in this episode of Planet of the Agents.Join the newsletter at https://planetoftheagents.com/newsletter/

    Types of Commercial Insurance that Agents Sell

    Play Episode Listen Later Jun 4, 2024 17:09


    You have so much opportunity as an insurance agent to sell different types of insurance products, including commercial insurance.  If you are focused on personal lines and adding more commercial lines insurance, this is the episode for you.  I also discuss opportunities for business insurance agents to cross sell their clients.Join the newsletter at https://planetoftheagents.com/newsletter/

    News and Insurance Headlines in the Property and Casualty Insurance Business April 2024

    Play Episode Listen Later Apr 16, 2024 21:53


    Insurance headlines from the property and casualty insurance agency business in 2024.  Auto insurance, property insurance, homeowners insurance rates are changing and carriers are pulling out of the market.  Do your clients know what's going on in insurance?Join the newsletter at https://planetoftheagents.com/newsletter/Sign up for insurance agent social events at:  https://insurancesocials.com 

    Opportunity for P&C Agents in the Hard Market

    Play Episode Listen Later Apr 11, 2024 15:01


    In today's episode of planet of the agents, I discuss the hard market in property and casualty insurance and the opportunity that insurance agents have. There is no time like the present to seize the opportunity.Join the newsletter at https://planetoftheagents.com/newsletter/Sign up for insurance agent social events at:  https://insurancesocials.com 

    Insurance Agency Affirmations - Why it's amazing to be a P&C insurance agent

    Play Episode Listen Later Apr 1, 2024 18:26


    In today's episode of planet of the agents, I'm going to discuss some of the wonderful reasons that we are so lucky to be in the insurance industry. With your insurance agent, broker, wholesaler, or play another role in the business, there is so many things to be happy about.Join the newsletter at https://planetoftheagents.com/newsletter/Sign up for insurance agent social events at:  https://insurancesocials.com 

    Responding to client questions and being more efficient at your insurance agency.

    Play Episode Listen Later Mar 18, 2024 19:20


    Do you spend a lot of your time trying answer the same questions over and over?  Why not create a system where you and your team can easily have ready for both phone conversations and emails to put your entire staff on the same page and reduce the work of trying to come up with the answer over and over.  Insurance agents already work so hard, so why not make life at your instance agency just a little easier?Sign up for insurance agent social events at:  https://insurancesocials.com

    Choosing Insurance Agency Software

    Play Episode Listen Later Feb 5, 2024 13:13


    Choosing the right software for your insurance agency is not easy. There are a lot of features that you nee, and many that you actually do not need that are included with many software packages. In this episode of Planet of the Agents I will discuss the options available to property and casualty insurance agents in the different software from which they can choose.---- Make sure that you are signed up for the newsletter at https://planetoftheagents.com/newsletter/

    Going to the Insurance Agents Convention - Why P&C Insurance Agents should go to events and networking

    Play Episode Listen Later Sep 29, 2023 13:29


    I love P&C insurance agent and insurance agency owner, then you probably have a a lot of tasks to manage convention.  In this episode, I will discus my recent experience at the insurance convention and why I appreciate what I can gain from a convention. ---- Make sure that you are signed up for the newsletter at planetoftheagents.com 

    Managing tasks at your insurance agency | Property and Casualty insurance agency ideas

    Play Episode Listen Later Aug 9, 2023 10:55


    If you are a P&C insurance agent or insurance agency owner, then you probably have a a lot of tasks to manage.  Your plate is full and there are another hundred items on your list that you need to complete.  In this episode of Planet of the Agents, I discus different wants to manage tasks in your insurance business.  You have options with an AMS, CRM, and even other task managers that might make your life easier.  ---- Make sure that you are signed up for the newsletter at planetoftheagents.com 

    3 Ways to Market Your Insurance Agency

    Play Episode Listen Later Aug 1, 2023 18:31


    Let's talk about marketing your insurance agency and how to grow your property and casualty business.  P&C agents are feeling the squeeze in certain insurance markets, so now is the time to look at how you can improve your marketing.  *** Sign up for the newsletter at planetoftheagents.com

    Why insurance agents have unlimited opportunity, even in a bad economy?

    Play Episode Listen Later Jul 25, 2023 20:48


    P&C Insurance Agents (property and casualty agents) have so much opportunity in both a good economy and a bad economy.  Things are always changing, but an insurance agent can stay stable.---- Make sure that you are signed up for the newsletter at planetoftheagents.com 

    Lessons from 19 Years in the Insurance Industry

    Play Episode Listen Later Jul 15, 2023 20:23


    With 19 years in the insurance industry, I have learned some valuable lessons about working in P&C insurance.  I've spent time as a retail agent and wholesaler, so I have my share of stories an experiences.  I also share my big takeaway from my experiences.Sign up for planetoftheagents.com today to get my newsletter

    Hard times and a tough economy could mean opportunity for insurance agents.

    Play Episode Listen Later Feb 22, 2023 14:35


    We cannot predict the future, but there is a lot of talk about a tough economy.  What does a bad economy mean for P&C insurance agents? Does it hurt them or does it present them with new opportunities if they are flexible and can adapt.Sign up for planetoftheagents.com today for free to get access to additional resources.  

    2% commissions are here and dealing with lower commissions as an insurance agent

    Play Episode Listen Later Jan 27, 2023 22:30


    Sign up for planetoftheagents.com today for free to get access to additional resources.  

    Planning for the Future at Your Insurance Agency

    Play Episode Listen Later Dec 22, 2022 21:17


    Sure, things are always changing in the insurance agency business, but with all of the new technology and other things going on in the world, there could be any more changes coming for insurance agents.  With that in mind, it's also a great time to subscribe to the newsletter so that you'll be ready for things to come: https://planetoftheagents.com/newsletter/

    Will the looming recession destroy your insurance agency? Are you ready for what might be coming

    Play Episode Listen Later Dec 7, 2022 15:00


    Defining your P&C insurance agency? Is your agency special?

    Play Episode Listen Later Nov 30, 2022 18:38


    Can a personal lines insurance agent and commercial lines agent find niches and create a pipeline of business?Marketing insurance is one thing, but marketing and insurance agency is different.

    Giving thanks - be happy that you are an insurance agent

    Play Episode Listen Later Nov 23, 2022 18:46


    Make sure to subscribe to the newsletter and join at planetoftheagents.com

    Do you do everything yourself at your insurance agency? P&C agents wear many hats. Delegating and outsourcing.

    Play Episode Listen Later Nov 14, 2022 18:32


    Property and casualty insurance agents have so many tasks. Some are very important, some are very urgent, some are always pending in the background and put on the back burner.  It's not easy being a P&C insurance agent, but it is worth it, especially if you love it.  The next step in running your insurance agency is trying to operate it smoothly and to take some of the pressures off or yourself.Make sure that you join the newsletter at planetoftheagents.com to get more insights.

    Why is the insurance agent business full of negativity? A tale of two conventions

    Play Episode Listen Later Oct 19, 2022 27:35


    Sign up for free access to planetoftheagents.com to get access to the newsletter and the agency resources section today.

    Insurance agent conventions - why I love going to tradeshows and what I learn

    Play Episode Listen Later Sep 23, 2022 10:30


    Disclaimer: Any information provided in this video is purely information and educational and not to be considered advice.  By watching or listening to this video, you agree to these terms.You love the podcast and now you can join me on the Youtube show at https://www.youtube.com/channel/UCEdVOLFtkYixLd26zLq1GbAEpisode 49 of Planet of the Agents - The show for P&C Insurance Agents

    Hard to quote vs Hard to Place Insurance

    Play Episode Listen Later Sep 19, 2022 14:42


    >>> Subscribe to the newsletter to get exclusive information and insights at planetoftheagents.comIf you are a property and casualty insurance agent, then you may be looking for new opportunity in the current market.  Things are change for P&C insurance agents, with commission cuts, new carrier guidelines, and other challenges facing agents. There is a difference between insurance that is hard-to-place and hard-to-quote.  I share my thoughts on how these are different while challenging myself to make an episode of the show in 108º weather.  I am up for the challenge, but are you up for what it will take to grow your insurance agency?  Let's find out together.

    Special tribute to the passing of my dog and why do P&C insurance rates keep going up?

    Play Episode Listen Later Jul 28, 2022 20:54


    >>> Subscribe to the newsletter to get exclusive information and insights at planetoftheagents.comJoin me as I say farewell to my incredible dog of 13 years and as I review talking points that you can use at your agency about why rates continue to increase.  This was a tough episode for me to make, but it had to be done.  

    Dealing with your insurance clients and rate increases | P&C Insurance Agents Podcast

    Play Episode Listen Later Jul 27, 2022 16:05


    >>> Subscribe to the newsletter to get exclusive information and insights at planetoftheagents.com

    Reducing Friction at your insurance agency | Is your P&C insurance agency easy to work with?

    Play Episode Listen Later Jul 20, 2022 13:08


    >>> Subscribe to the newsletter to get exclusive information and insights at planetoftheagents.comYou want more clients and you want to keep the clients that you have.  Online companies are seen as easy to access, so how can your agency compete?

    5 Ideas for Improving Your Insurance Agency without adding staff

    Play Episode Listen Later Jul 13, 2022 18:53


    You love the podcast and now you can join me on the Youtube show.  #insuranceagency   #insuranceagents  #insuranceagent

    4th of July Special Episode - relaxing and planning for your insurance business

    Play Episode Listen Later Jul 1, 2022 12:32


    You love the podcast and now you can join me on the Youtube show.  #insuranceagency   #insuranceagents 

    Headlines from the P&C Insurance Industry - What's in store for insurance agents?

    Play Episode Listen Later Jun 27, 2022 25:50


    Insurance headlines from the property and casualty industry  - are they positive for the future of insurance agents or do are their rough times ahead for your agency.  Let's dive into the headlines on this episode.

    The future of personal lines insurance agents + Bonus Thought: Why I do this show

    Play Episode Listen Later May 19, 2022 19:45


    ** Subscribe to the newsletter at planetoftheagents.com **Will auto insurance, home insurance, and other personal lines be part of your P&C insurance agency in the future?  With so many new integrations and products being embedded into the sales process, it looks like it's going to get harder.  Is commercial insurance the future for insurance agents?

    What is is happening to the P&C insurance business? Bumpy road ahead?

    Play Episode Listen Later May 5, 2022 24:04


    What is new in the world of P&C insurance agents?  In this episode I am going to talk about what I am hearing from agents so that we can focus on coming up with solutions and ideas.  It can also help to hear what is happening with others, so that you realize that it might not be just something that you have to manage.  ***. Remember to join the free newsletter at planetoftheagents.com ***Disclaimer: Any views or opinions here are provided for purely informational purposes.  Nothing is to be construed as advice of any kind. Any mention of insurance in no way implies that there is any form of coverage.

    What type of insurance agency do you have? Is it where you want to be.

    Play Episode Listen Later Dec 21, 2021 27:11


    The year is almost over, so it's time to reflect on where we are headed.  If your insurance agency is not the type that you want, if it's not living up to your vision, then it's time to make a plan.  Where do you want to be and how are you going to get there?  I am going to discuss this and more in this holiday episode.***. Remember to join the free newsletter at planetoftheagents.com ***Disclaimer: Any views or opinions here are provided for purely informational purposes.  Nothing is to be construed as advice of any kind. Any mention of insurance in no way implies that there is any form of coverage.

    Stirring up insurance agency business during the holidays

    Play Episode Listen Later Dec 14, 2021 17:41


    Remember to join the newsletter at planetoftheagents.com to get access to the free membership section and the agency resources page.Disclaimer: Any views or opinions here are provided for purely informational purposes.  Nothing is to be construed as advice of any kind.

    Issues affecting insurance agents now and how to deal with them

    Play Episode Listen Later Dec 10, 2021 31:46


    Things are always changing for insurance agents an agencies, but they are manageable and despite the competition you can continue to survive and thrive.In the episode I'm going to talk about some things that are affecting insurance agents and insurance agencies this year and what we can do about them. Remember to join the newsletter at planetoftheagents.com to get access to the free membership section and the agency resources page.Disclaimer: Any views or opinions here are provided for purely informational purposes.  Nothing is to be construed as advice of any kind.

    The 777 Growth Method for Insurance Agents

    Play Episode Listen Later Apr 29, 2021 20:54


    In this episode we talk about the 777 growth method for an insurance agent to reconnect with old leads, work on cross selling, and make new contacts to help from the insurance agency. Remember to join the newsletter at planetoftheagents.com to get the 777 worksheet to download as you work on this project.

    Insurance agent technology: My Interview with Justin Lair from Agency Revolution

    Play Episode Listen Later Apr 13, 2021 44:11


    Insurance agents need to integrate some technology into their businesses to generate new business and stay in touch with current clients. In my interview with Justin Lair from Agency Revolution, we will discuss how their software can help you and important things to consider if your marketing.

    New Opportunities for Insurance Agents in Commercial and Personal Lines

    Play Episode Listen Later Apr 6, 2021 20:30


    Insurance agents have so much opportunity in both personal lines and commercial lines right now. Things are always changing, but when one door closes another opens. It's up to you go go through it.

    Episode 32 - The Path of Least Resistance

    Play Episode Listen Later Feb 16, 2021 23:57


    There's a good chance that you are frustrated with getting quotes and the various processes. I'll tell you what I found in a recent comparison and how I made a a simple road map to make things more efficient.

    Agency Retention is more important now than ever

    Play Episode Listen Later Feb 9, 2021 21:16


    How much time do you really spend focused on retention versus getting new clients? It's often said that it's easier and less expensive and for a insurance agency to retain a client that to obtain a new one.

    Saving clients with a price increase or non-renewal in 4 easy steps

    Play Episode Listen Later Jan 26, 2021 14:10


    Being proactive in with your insurance agency clients can save you time, headaches, and help you retain your clients. Retention is a big part of the insurance industry, so make sure that you are focused on it.

    What makes your insurance agency stand out

    Play Episode Listen Later Jan 19, 2021 19:34


    The crowd of insurance agents, insure techs, and other companies is growing. Do you stand out in the crowd or will you fade off into the background?

    Using basic insurance agency data for cross selling

    Play Episode Listen Later Jan 12, 2021 18:46


    Big data is a popular keyword today, but your small data can help your insurance agency sell more insurance. Think about the opportunities that you have from your current client database. Insurance agents can look within before seeking new clients

    Wrapping up 2020 in Insurance and Looking forward to 2021

    Play Episode Listen Later Dec 15, 2020 24:52


    In this last episode of the season, I'll talk about some of what has changed in 2020 and planning for 2021.

    Using Scripts and Efficiency at an Insurance Agency

    Play Episode Listen Later Dec 8, 2020 21:00


    Adding phone and email scripts to your insurance agency can make your insurance agents and CSRs more efficient.

    How 2020 has changed the business of the insurance agent

    Play Episode Listen Later Dec 1, 2020 32:55


    2020 has changed the insurance agency business. Are walk-ins coming back? Are people going to work from home forever? In this episode I review so much of what has happened and what is here to stay.

    Insurance Agents and Omni Channel Distribution

    Play Episode Listen Later Oct 20, 2020 30:29


    Insurance agencies are competing against some of the same companies that they sell, thanks to something called omni channel distribution. In this episode we will discuss what it means and how it affects you.

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