The Connected Insurance Podcast

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Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

Agency Revolution


    • Nov 20, 2023 LATEST EPISODE
    • monthly NEW EPISODES
    • 51m AVG DURATION
    • 147 EPISODES


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    Latest episodes from The Connected Insurance Podcast

    Transform Your Agency's Email into a Goldmine with Marketing's Top Email Guru

    Play Episode Listen Later Nov 20, 2023 64:33


    "Is Your Agency's Email Marketing Striking Gold, or Striking Out?" Unlock the secrets of high-ROI email strategies in this electrifying podcast episode with Jay Schwedelson, the wizard of email marketing. As an independent insurance agency, it's time to stop blending in and start standing out. The Direct Marketing Association (DMA) reveals a staggering $43 return for every dollar invested in email marketing - but the real magic lies in mastering the craft. Join us for this riveting podcast master class, meticulously tailored for independent insurance agencies. Jay Schwedelson, the genius behind subjectline.com uncovers the covert tactics and strategies that make emails irresistible. Here's a glimpse of the gold you're about to discover: The "Three Dots Phenomenon": How a simple ellipsis (...) can skyrocket your open rates by a staggering 17%. "Emoji Enchantment": Harness the untapped power of ‘business icons' to boost open rates by up to 28%. "Segmentation Sorcery": Learn a little-known technique that can amplify response rates by an unbelievable 760%. Seize this rare chance to sit at the feet of two masters of the email marketing realm. Transform your agency's email approach from lead to gold. This is more than just a podcast - it's a treasure map to email marketing success.

    Texas Agency Uses Simple Step-by-Step System for 20% Annual Growth

    Play Episode Listen Later Nov 6, 2023 46:20


    Mike Alexander started his agency in a crisis. The ‘Great Texas Mold Crisis' was sending agencies all over the state into a death spiral. He just purchased a small book with 400 clients. One of his early - and critical - insights was that it wasn't going to be enough to do a good job at insurance. He'd have to do a good job at marketing. Fast forward to today. 4000 customers. 20% annual growth. Listen as Mike unravels the secrets to his insurance marketing success, including: How Mike fixed his agency's ‘leaky bucket' and created a seamless system to re-capture ‘lost souls', convert unconverted leads and maximize Customer Lifetime Value. The simple pivot Mike made from ‘Main Street Agency' to niche marketer (with an greatly expanded territory) His transition from ‘selling insurance' (and always offering to ‘save, save, save!) to marketing to the deeper ‘what-keeps-'em-up-at-night' pain. The critical way Mike learned marketing (and the network of peers that holds him accountable for performance). Serious growth-minded insura-preneurs will want to make this conversation their highest priority of the week.

    From $1.5 to 110 Million: The Ultimate Agency Success Story

    Play Episode Listen Later Oct 19, 2023 45:53


    Arguably, the fastest growing family owned agency in America. Now, revealing the juicy secrets that have become insurance industry legend. Meet Mike Mathisen. He bought a teeny agency with a few hundred customers, stepped on the gas and never hit the brakes. 30% growth for over a decade. Reliable, profitable - and, if you love growth yourself, deserving of your close attention. In this podcast, Mike reveals the secrets of how he ‘did the impossible:' The system he uses to absolutely JAM his marketing funnel with sizzling hot leads! The processes he has in to earn maximum policy per customer AND a steady 93% retention! (And they say you can't do that with tens of thousands of customers. Ha!) The unique internal system Mike employs to create a total ‘sales culture' (with the numbers to prove it!) Serious insura-preneurs: this is your wake-up call. Mike pulls the curtains back and lets you see the simple but powerful systems he installed to earn coast-to-coast recognition for ‘fastest growing agency!'

    From NFL Dreams to Insurance Giant

    Play Episode Listen Later Aug 10, 2023 66:35


    How This $10 Million Agency Doubled in One Year Just as his college career ended, Michael DeLaGrange tragically lost his father. And gained an insurance agency. A small, one-man shop that mostly sold financial products. Fast forward to today. That small agency now has 50 employees. Five stores. And $20 million for expansion. In this episode, Michael shares: His “opposite” approach to a common industry trend—and why he went full boar on an unusual approach to a bricks ‘n mortar agency The reverse thinking he applied to the customer experience and how he made customers love buying insurance The unusual “look and feel” of how he delivers insurance (and what people hold in their hands when they leave his stores) If organic growth gets your juices flowing, this story is so full of lessons you'll want to have your pen and paper handy. Find out how he doubled his agency in one year when you listen to this podcast!

    Revolutionize Your Commercial Lines Growth: Unleash the Power of Marketing and Sales Working Together!

    Play Episode Listen Later Jun 16, 2023 66:18


    A different kind of podcast. This time, our host - and ‘marketing guru' - Michael Jans joins in on the conversation. Michael is joined by commercial insurance sales expert and trainer, Randy Schwantz. This unique blend of expertise will reshape your insurance business. Get ready for talent acquisition secrets, revenue-boosting strategies, and content marketing mastery. Elevate your game, attract top producers, and position yourself as a problem-solving expert. Don't miss out on the transformative insights that serious insurance agents need to hear! 1️⃣ Talent Acquisition Reinvented: Master the art of finding the perfect talent with tailored personality profiles and a winning onboarding process. 2️⃣ Unlock Revenue Potential: Maximize customer lifetime value and watch your profits soar. Discover retention-boosting techniques and uncover new revenue streams. 3️⃣ Dominate with Content Marketing: Become a thought leader and captivate your audience with compelling content. Harness the power of AI in content creation and revolutionize your marketing game.

    Jeff Teschke, Leading Agency Tech Developer Speaks to Agents About Achieving Success

    Play Episode Listen Later Jun 1, 2023 54:48


    Jeff Teschke was the founder & CEO of Forge3, the top website developer for independent agents - until it's recent sale to Agency Revolution. In this podcast, Jeff reviews key lessons for agents, learned over his 18+ years serving the industry. He shares his insight on: The value of ‘niching down' for agencies How the industry has changed (and what agents should do to keep up with that change) The importance of ‘social proof' to earn trust in the marketplace Why agents should be careful not to ‘hide' behind tech and lose their humanity in the marketplace His insights on the ideal ‘marketing tech stack' for today's growth-oriented agency Growth oriented agents will make this episode a high priority this week.

    How to Create Maximum Valuation for Your Agency Regardless of When You Want to Sell or How Old You Are

    Play Episode Listen Later May 24, 2023 53:45


    Your insurance agency makes money two ways. Now, as income. And later, when you sell. Here's the magic. The decisions you make now create the value you get later. Few people know that better than our podcast guest, Michael Mensch, CEO of Agency Brokerage Consultants. Michael has assisted in over 400 M&A transactions and over 1,700 valuations of insurance agencies and brokerages in the US for privately-held businesses and lenders including Live Oak Bank, Westfield Bank, Crestmark Bank, ReadyCap Lending, and Oak Street Funding. Those few but critical decisions can mean millions of dollars for the sharp ‘insura-preneuer.' In this real-world and practical conversation, Michael helps answer questions like: What are the most important factors that determine ultimate value? What are the best kinds of customers and lines of business for value? What decisions should I make about carriers to create the most value…and much, much more. Regardless of whether you're selling in 20 months or 20 years, this will surely be one of the most important conversations you'll listen to for your agency. Make this podcast a priority for your both your short and long-term strategy.

    Former Safeco Agency Advocate Shares Secrets of Reliable, Long-Term Agency Growth

    Play Episode Listen Later Dec 20, 2022 57:57


    Chuck Blondino, Author, The Remarkable Insurance Agency    He was Safeco and Liberty Mutual's Director of Agency Capabilities and Programs. He's walked through the front door of thousands of agencies. He's taught reliable methods of growth to agency principals from coast-to-coast.    Chuck Blondino is a rare three-time encore interviewee because he always brings the goods. This time, Chuck shares the inside story of 11 actual agencies, actual steps to growth, and actual, real-world results. Drawn from his long, practical background and the extensive research he has done for his new book, The Remarkable Insurance Agency, Chuck shares practical secrets any agency can put to work for growth.    How these remarkable agencies generate up to 700% more referrals than the industry average The growing role of the marketer in the modern insurance agency Why it's people, not technology, that drives disruption for independent agencies The simple trick these 11 steady-growth agencies used to boost retention an average of 4.85%   Every serious insurance professional responsible for growth should make this practical conversation a priority.    Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.  

    Six Game-Changing Lessons for Independent Agents

    Play Episode Listen Later Nov 17, 2022 64:03


    Michael Jans, Co-Founder, Agency Revolution, Principal, Michael Jans.  A message from our host, Michael Jans: “I've interviewed over 225 top leaders in the insurance industry. I want to share the most important things they've said to me. I've analyzed those conversations. And as I organized them, some critical themes and messages were very clear, and they were all connected to six areas the serious insura-preneur must pay attention to…    Strategy Technology The Modern Consumer Marketing & Communication Entrepreneurship The Rapid Change of Pace   This episode will show you the lessons I've learned in each of these areas across hundreds of discussions.”    Michael has conducted some of the most eye-opening conversations in the independent agency system, always guided by one principle: what should the serious insura-preneur know and do now to thrive in this industry?   Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

    Why Agencies Shouldn't Be Afraid to Embrace Change

    Play Episode Listen Later Oct 19, 2022 35:43


    Eric Ayala, Senior Vice President, U.S. Market General Manager, Novidea   Our guest today is a long-time venture capitalist, tech pioneer, and sales leader who sees the insurance industry as the ideal marketplace for entrepreneurs. Eric Ayala, SVP and GM for Novidea says “It's big and it's ripe for disruption.”   When the industry is constantly changing, understanding the forces driving new change can make all the difference. Listen to this episode for Eric's insights on:    Why the line between “tech companies” and any other is disappearing The difference between truly innovating and merely going digital What agents need to focus on today to thrive in the very near future   Novidea is an ambitious young company with an interesting story to tell about the insurance industry and a whole lot of VC funding. Invest 30 minutes into your agency's future and listen to this episode today.    Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

    Here's an Insurance Agency That Doesn't Look Like Any Other

    Play Episode Listen Later Oct 5, 2022 39:36


    Matheus Riolfi, Co-Founder, CEO, Tint   What does a modern insurance agency look like? It might not be what you'd think. Today's podcast guest, Matheus Riolfi, is Co-Founder and CEO of Tint—one of these “modern agencies.” Like other agencies, Tint sits between consumers and carriers. Where things get interesting, though, is how Matheus' company embeds insurance into its tech platform.    In this discussion, Matheus shares his insights on:    Why carriers will support embedded insurance Why more and more companies will embed insurance into their product The direction embedded insurance is moving and how it's impacting the industry   If you're ready for an eye-opening look into the future of insurance, make this podcast a priority for your agency this week.    Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

    Insurtech CEO Declares Agency Margins Should Be 40%

    Play Episode Listen Later Sep 21, 2022 49:07


    Kabir Syed, Founder, CEO, Ennabl   When Kabir Syed was a Managing Director at Marsh, he was given a little data project that generated millions of dollars and opened his eyes to just how much money agencies leave on the table.    This seasoned insurance professional and entrepreneur said, “I'm not really that good at technology, but I LOVE data.” That's why he built a team of engineers to handle the technology for him while he showed them where to mine and how to polish the wealth of data hidden within every single agency today.    Since he started Ennabl, Kabir has learned a lot about agency data, including:    How to mix private and public data for a huge marketing advantage over the competition Why agency margins should be much higher than the average agency sees today Remarkable secrets about clients, carriers, producers, and niches hiding inside an agency's book of business   Data makes you an expert in your business. It also makes you an expert in your customers. Hear from one of the insurance industry's leading data analysts on how to unleash the power of data in your business when you listen to this episode.

    Agency Marketer Reflects on Past Successes

    Play Episode Listen Later Aug 25, 2022 51:37


    John Jackson, Insurance Copywriter, SME, Agency Revolution   Every agency is seeking growth, and many are turning to professional marketers to help. This jam-packed episode turns to a seasoned agency marketer for insight. John Jackson, formerly the marketer at Alliance Insurance Services in North Carolina is now a copywriter and content creator for Agency Revolution clients. John looks back at his success at Alliance and shares what worked.    Whether you have a marketer on your team, are thinking of hiring one, or are a marketer yourself, you'll want to hear John's insights on:   What worked to boost retention by 7 points and nearly double the policy-per-customer count How an agency marketer can make the biggest impact on agency growth  How a marketer and agency principal can work together for the best results   The agency marketer is the fastest growing position in insurance. Get the most results from this critical position when you listen to John's poignant and practical insights.   Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

    J.D. Power Reveals Trends Agents Must Monitor and Understand

    Play Episode Listen Later Aug 10, 2022 81:46


    Marty Ellingsworth, Executive Managing Director, P&C Insurance Intelligence, J.D. Power   Over his many years of observing and working in the insurance industry, Martin Ellingsworth has created innovation at almost every link in the P&C value chain. Now Marty holds a birds-eye view of the entire industry in his position as Executive Managing Director of P&C Insurance Intelligence at J.D. Power.    In this important podcast, Marty directs his attention toward the independent agency channel and the trends that are changing their very business:   What's causing the hard marketing in auto insurance and where it's going Why independent agents should keep their eye on the State Farm business model What agents should watch for as tech continues to have a massive impact on our industry   Serious agents, industry leaders, and insura-preneurs from all corners of the industry must make Marty's insights a priority.    Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

    Three Secrets About the Self-Scaling Insurance Agency

    Play Episode Listen Later Jul 21, 2022 61:07


    Michael Jans, Co-Founder, Agency Revolution, Principal, Michael Jans Advisory   Our host, Michael Jans, takes the mic to answer the question “Can an insurance agency grow by itself?” The Co-Founder and former CEO of Agency Revolution serves as a growth advisor to many of the largest and fastest growing insurance agencies and insurtechs in North America.   In this podcast, Michael pulls back the curtain on how his own fast-growth client agencies grow 25-40% or more per year. He openly shares insights on:    Why a few key growth systems sky-rocket top-line revenue when installed The four-stage process that gives agency principals and marketers clarity on how to drive growth A simple method fast-growth agencies use to add new skills, capabilities, and customers Why highly productive agents and principals choose peer-accountability groups for networking   If you're serious about making growth easier and faster in the modern age, make this episode a priority!   Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

    What 80,000 Insurance Consumers told Bain & Company About Our Industry

    Play Episode Listen Later Jul 6, 2022 52:18


    Darci Darnell, Partner, Global Head of Customer Practice, Bain & Company   You know insurance is changing. So do consumers—and it shouldn't surprise you that they want it to change. They don't want it to be slow, frustrating, or confusing.    Few people know the insurance consumer better than our gest, Darci Darnell, Partner and Global Head of Customer Practice at Bain & Company. Bain's insight on the relationship between the industry and the modern consumer is legendary.    In this conversation, Darci reveals insights on critical issues the savvy agent must address today:   How climate change, disease, and tech disruptions are producing new types of risk The direct line relationship between customer loyalty and customer lifetime value How insurers are going beyond reimbursing damages by incentivizing preventative behaviors to reduce risk   This episode will be one of the most important conversations about changes to the agent's role in insurance consumer behavior you'll hear this year. Serious agents must make this conversation a priority.    Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

    Head of IBM Insurance Shares Important Research

    Play Episode Listen Later Jun 9, 2022 47:41


    Mark McLaughlin, General Manager - Insurance, IBM Market forces continue to shift and agents who want to thrive in the future must be ready for change as the market demands it. Our guest, Mark McLaughlin, IBM's General Manager of Insurance, reveals the direction their research shows the wind is blowing—and the response agency principals must have today. Listen to this discussion for Mark's powerful insight:  What 12,000 insurance execs reported as the top driver affecting their business How the customer experience across other industries is forcing insurance to play catch-up Why more consumers are judging agencies by the experience and not the product How savvy agents are standing out from other channels and increasing customer loyalty Agents who want to lead their enterprise into a thriving future should make this discussion a top priority today. Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

    Where Insurtech is Taking Agencies

    Play Episode Listen Later May 18, 2022 40:07


    James Benham, CEO, Co-Founder, JBKnowledge   Savvy agents know they need to make critical decisions now to thrive in the future of this fast-changing industry. James Benham, CEO, and Co-Founder of the leading insurtech, JBKnowledge, freely shares insight and surprises he's found from over 20 years of creating and distributing insurtech that's used every day throughout the insurance industry.   In this conversation, James reveals insights on:    Major emerging trends in insurtech, including AI, big data, cloud computing, and more Steps agents can take today to improve their clients' experience dramatically in the future How to minimize waste and maximize profit in your agency   Serious agents who want a sneak peek into the future—and want to thrive—should make this episode a priority.    Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

    Cyber Expert Predicts Emerging Threats and Opportunities Jack Kudale, Founder, CEO, Cowbell

    Play Episode Listen Later Apr 27, 2022 50:38


    There's a looming cybersecurity threat over small and medium business clients. Jack Kudale, Founder & CEO of Cowbell—a leader in cyber insurance for SMBs—has the bird's-eye view on the critical trends in cyber risks.   His company monitors 23 million US based businesses for cyber threats (for perspective, that means nearly 3 out of every 4 of your commercial lines clients). And Jack doesn't like what he sees.    In this podcast, Jack shares his remarkable insights on cyber threats and insurance, including:   The key factors that are forcing huge spikes in demand, and why this is a huge growth opportunity for agencies Three imperative forms of protection you should use in your own agency—and share with your customers How everything from the Russia-Ukraine War, Work-From-Home, and Supply Chain weakness amplify cyber threats A practical action plan for any business who gets hit by a cyber threat   Any insurance professional who is serious about protecting their customers, and their own organic growth, should make this podcast a priority. This may be the new E&O threat agencies can no longer ignore.    Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

    How Agents Can Sell More Virtually

    Play Episode Listen Later Apr 6, 2022 49:58


    For the insurance producer, COVID claimed a reliable marketing tool—in-person meetings. Agents were forced to communicate online; some figured it out, some hated it, and many were in-between.    Now, a series of best practices can make online selling a high-leverage (and easy-to-use) avenue that saves time and boosts conversion rates.    In this workshop-style episode, Amazon best-selling author, international sales trainer, and Founder and CEO of The Authority Factor, Steve Brossman, shares his method for the mastery of online selling:    What to do before an appointment to boost the “buying energy” for an online sales call How to give prospects a taste of the relationship before closing the sale Steve's “Presentation/Annotation” method to move prospects to your side of the table during sales calls Simple webcam tricks to help producers master their video presence   Steve Brossman doesn't just train clients in these sales methods across five continents. He uses them every day himself. If you're a producer, sales manager, or principal looking to boost conversion rates, you don't want to miss this jam-packed and practical podcast discussion.    Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

    Making Insurance Better for the Customer

    Play Episode Listen Later Mar 23, 2022 57:57


    Jeff Harris, Co-Founder, CEO, Appulate   Years ago, this tech entrepreneur groaned at the sight of the insurance application process. So he decided to do something about it. 250,000 users later, Jeff Harris, Co-Founder, and CEO of Appulate can claim some progress. Founded 17 years ago, Appulate is one of the industry's earliest insurtechs and one of the most widely distributed today.    In this important essential discussion, Jeff shares insights on:   What parts of the insurance process can be fixed by pushing buttons, and the parts that should be reserved for the human touch  What modern agencies can do to prepare for emerging technology in the insurance industry How the agency of the future will look and behave, compared to today's agencies   If you want to stay on top of the latest industry trends, make this discussion with an industry transformer a priority.    Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

    Could This be the Future of the Insurance Agency?

    Play Episode Listen Later Mar 9, 2022 51:28


    Aaron Gordon, Vice President, Gordon Companies Insurance Services   Our guest Aaron Gordon is a second-generation insurance agent with 11 years in his family's agency in Manhattan—and is rapidly becoming a leading voice for millennials in the insurance industry. Aaron has something to say to boomers as well as younger generations: “The future is bright.” However, there's a big “but” attached to that optimism.    Listen to hear Aaron share insights on:    What to know about recruiting and retaining talent today Why Gen X and millennials are saying “Thank you” to the boomer generation but “respectfully moving on.” Technologies that help agencies grow and better service clients   Whether you're seeking to hire or contemplating perpetuation, this agency VP has a message that can't be ignored.    Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

    National PIA Survey Reveals Major Agency Trends

    Play Episode Listen Later Feb 16, 2022 52:48


    Mike Becker, CEO, National Association of Professional Insurance Agents   The Industry is changing, consumer behavior is changing, and so are agencies. But how well are today's agents keeping up with market trends? What about your agency?    Our guest, Mike Becker, CEO of the National Association of Professional Insurance Agents will help answer this question and share the results from the just-release 2022 Annual Independent Agent Survey. PIA and National Underwriter worked together to ask thousands of agents the questions we need to get our finger on the “state of the agency” today.    In this fast-paced conversation, Mike shares illuminating details on topics such as:   The dramatic shift in agents' opinions on the use of tech to build trust The biggest challenges to growth and operations agencies across the country are facing today How agencies are planning for their post-COVID workforce—and where those workers will actually perform their job   Find out how your insurance agency stacks up against the rest of the industry as our guest unpacks the results of the most important agent survey of the year. If keeping up matters to your agency leadership, make this podcast a priority this week.    Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

    What Agents Must Know About Cybersecurity Coverage

    Play Episode Listen Later Jan 27, 2022 39:57


    Kingsley Flynn, Head of Insurance, Sayata   A client shows up at their office at 8 am, turns on their computer… and sees a ransom demand. After breaking out in a cold sweat, they call you. What do you say?   This scenario doesn't “only happen in movies” anymore, it could happen to any agency, as it already has for others. And protecting, advising, and guiding a client's cyber decision-making is quickly becoming an agent's job.   Our guest, Kingsley Flynn, Head of Insurance at Sayata brings 46 years of insurance experience—from Marsh to Lloyd's—to today's cyber industry.    In this timely conversation, Kingsley shares insight on: Emerging cyber threats to small and medium businesses Trends in cyber premiums agents should be aware of Breakthroughs in delivering cybersecurity to today's client base   Every serious commercial lines agent should make this conversation a priority.    Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

    7 Predictions for Insurance Marketing in 2022

    Play Episode Listen Later Jan 12, 2022 34:29


    Michael Jans, Co-Founder, Agency Revolution, Principal, Michael Jans Advisory   In recent years we've seen a dizzying pace of change, a steady stream of new tech, and constant changes in consumer behavior. Against a backdrop like this, how should an agency grow in 2022?   Our podcast host, Michael Jans, dives into that very question and delivers 7 predictions for insurance marketing, including:    What fast-growth agencies are doing differently than average agencies How will the agency tech stack look different in 2022 How hungry agencies can rise above the noise and command their market   If agency growth is on your agenda in 2022, make this podcast a priority today.    Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

    The Insurance Agency Leadership Challenge

    Play Episode Listen Later Dec 22, 2021 60:42


    Jim Kouzes, WSJ Best-Selling Author, The Leadership Challenge Whether you're recruiting talent or guiding your agency to new strategies, your business demands the clarity, vision, and direction of a strong leader. In this conversation, Jim Kouzes delivers straight talk to agency principals. Jim is the author of The Leadership Challenge, a WSJ Best-Seller and Fast Company's Best Business Book of the year. Jim was declared one of the twelve best educators in the U.S.    In this eye-opening discussion, Jim shares:   A 5-step model to becoming a stronger, better, and more respected leader for your team and customers The best actions to take as the industry changes faster and presents new challenges The top qualities that research reveals teams want most from their leaders   Challenging times call on us to be our best, and the success of your business rests on rising to the challenge. Be sure to listen in as Jim delivers actionable answers to help guide your agency to a strong and profitable future.

    Simplifying Life for Agent and Customer Alike

    Play Episode Listen Later Dec 2, 2021 53:30


    Nobody is a fan of the insurance application process, especially not your busy customers. Peter MacDonald, Cofounder, and CEO of Wunderite sees a better way to do things—where technology handles the heavy lifting to make life simpler for agents and customers alike.    In this robust discussion, Peter and Michael discuss:   How agencies can recruit and retain talent in a competitive job market What agents are doing now to simplify the application process Understanding the key triggers that drive people to purchase insurance How agency principals should structure their technology buying process   If growing efficiently is a goal for your agency, make this conversation a priority and learn how agencies are solving stubborn industry problems.    Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

    How This Agency Gew from $1.5 Million to $100 Million

    Play Episode Listen Later Nov 17, 2021 52:40


    Mike Mathisen, CEO, Owner, Colorado Insurance "I bought a small, $1.5 million premium book. We had an 85% retention rate. Now, we're pushing $100 million in premium with a 93% retention." Mike Mathisen, President, Colorado Insurance, made a few key, strategic decisions in the year 2000. 21 years and almost $99 million in new premium later, Mike looks back and shares key insights to the secrets of super-high Organic Growth:   The method Mike uses to keep his team focused on key growth indicators Mike's strategy to achieve high retention on a super-sized book of business His twist on the traditional structure to turn his agency into an policy selling machine   If you want proven growth strategies, this may be the most important conversation you've heard in a long time. Get inspired with proven, practical strategies.    Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

    How Tech Enhances the Human Touch

    Play Episode Listen Later Oct 27, 2021 42:35


    Luis Pino, CEO, Founder, Agentero Many insurance agents push back on new technologies in fear of losing the human touch. Luis Pino, CEO & Founder of Agentero and former Analyst at McKinsey & Co., believes the right use of tech will do just the opposite, freeing you up for more human touches and supporting you where expertise is most needed.    Luis shares insights on the fast-moving world of agency distribution and technology:    How to use new tech to enhance the agent's role as a trusted advisor Simple ways tech will free your time so you can focus on what matters most Using tech to analyze your book of business and uncover hidden opportunities and unseen threats   Listen to this episode to catch up on the accelerating trends impacting the independent insurance agency system.    Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

    How This Agency Grew Their Top Niche 30% YoY

    Play Episode Listen Later Oct 13, 2021 36:08


    Marc Petersen, President, American Advantage - Petersen Group How did Marc Petersen, President of American Advantage - Petersen Group, pull off such fantastic growth results? Most agencies do it by “hiring more producers,” but for this agency, the secret to success was a robust communication strategy.  In this revealing podcast discussion, Marc openly shares his strategy for rapid and reliable growth: Why building the right content for your audience changes everything Marc's strategy for nurturing his growing leads list and converting them into clients How the content strategy de-emphasizes insurance to get the conversation started If organic growth is important to your insurance agency, make this conversation a priority. Marc holds nothing back and offers practical ideas that can transform your agency quickly.

    The Near Future of Insurtech

    Play Episode Listen Later Sep 29, 2021 52:16


    Agents who are serious about the growth of their agency need to know what the future looks like. And if anyone has a crystal ball, it would be Susanne Chishti. Editor of The Insurtech Book, CEO of FINTECH Circle, and Investment Week's “Social Media Influencer of the Year,” Susanne is a leading insurtech investor, and winner of too many awards to list here.  In this robust conversation, Susanne shares her perspective on: What insurtech will likely look like in the near and midterm future for agencies Changes coming to personal and small commercial lines markets The three most important keys to success for agents to thrive in the future Trends in Asia and Europe that are foreshadowing changes in the U.S. market If you're serious about how to compete over the next few years, do not miss this conversation.  Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

    Thought Leadership: 9 Steps to Stand Out

    Play Episode Listen Later Sep 15, 2021 52:44


    The internet gave everyone a megaphone. Every business is a communications business, and the airwaves are full of noise, clamor, and confusion. How can your agency stand out from the crowd? To be the one your market listens to, respects, and follows? Michael Jans shares his journey for finding the answer with thought leadership marketing. Listen now to hear Michael share: The 4 building blocks of thought leadership marketing A step-by-step method to earn the attention that becomes long-term loyalty Why thought leadership marketing generates high-quality leads and earns maximum customer lifetime value If marketing with integrity and authority, and becoming the obvious choice in your market is important to you, don't miss this special episode of the Connected Insurance Podcast.

    A Commercial Desk Breakthrough

    Play Episode Listen Later Aug 18, 2021 35:21


    Commercial lines producers know the desk can be chaos—making it harder to provide clients with a great experience without getting overworked. Erik Mitisek, CEO of Highwing believes he's solving that problem with a multi-carrier and multi-line platform that slashes time and cuts out the confusion.  In this conversation, Erik shares his perspective on what today's agency must know and do:  Why “the biggest currency is speed” and how agencies can move faster than their competitors with the right tools How to use data to make the right decisions to grow your agency How agencies can change the way they take risks in order to maximize innovation and minimize mistakes If your agency has any commercial lines business, you don't want to miss this podcast.

    What Agents Need to Know Today

    Play Episode Listen Later Aug 6, 2021 36:14


    Lucas Jans, VP, Product, Agency Revolution   Technology has been changing everything from consumer behavior to carrier strategy to agency operations. Lucas Jans, VP of Product at Agency Revolution, has been building tech solutions for insurance agencies for more than 20 years. With one of the industry's largest tech teams, he oversees a constant stream of updates, product innovations, and new technologies with the goal of making tech useful and easy for agents to use.    In this important podcast, Luke and Michael discuss the future of the insurance agency with insights on:   Why it's not about the tech, but the real problems it solves for agents and clients How agency leaders can think differently about tech and confidently make the right decisions Where agencies are headed due to new technologies   If getting tech right and preparing for future changes is important to your agency, make this conversation a priority.    Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

    Instant Insurance from Independent Agencies

    Play Episode Listen Later Jul 21, 2021 41:42


    Steve Lekas, Co-Founder, CEO, Branch Insurance   Branch Insurance has convinced some of the top investors that it's cracked the code on “instant insurance” for independent agencies—and it's convincing more and more consumers of the same. How? By asking fewer underwriting questions. Name and address don't just get you a quote, it gets you one click from binding insurance.    In this episode, Branch Insurance Co-Founder and CEO shares insights and secrets on:   How public data is transforming the client acquisition process What consumers have declared they wish would change about insurance today How independent agencies can catch up to the demand for convenience   Listen to this episode now to learn how Branch Insurance is trying to transform the industry from within, and how they're bringing agents along for the ride.    Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

    COO Describes How Agency Skyrocketed Growth

    Play Episode Listen Later Jul 7, 2021 45:10


    Whitney Norcup, COO, Columbia Insurance & Wealth Management   Whitney Norcup, COO of Columbia Insurance & Wealth Management tells the “before and after” story of her company. How they went from a small, stagnant agency trying to figure out the modern insurance landscape to a fast-growth agency with deeper customer relationships and a bright new future. When Whitney joined her family-run agency, she brought experience from outside the industry with her and was able to see different ways of doing business.    In this podcast Whitney readily shares secrets to her agency's success:   What the agency did to boost retention by 6 points, premium per customer by 143%, and policy per customer count by 60% How the agency changed everything after they embraced new technologies The biggest obstacles she sees standing in the way of rapid growth for most agencies   Listen to this episode to learn how a real-world agency moved from their past and created a new future for themselves, their team, and their customers.    Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.  

    How to Never Sell on Price Again

    Play Episode Listen Later Jun 23, 2021 45:09


    You might think your customer only wants the lowest price—but that isn't the case for independent insurance agencies. Selling on price kills profits and brings bad customers. But when today's customer hears about saving money on insurance all day long, how do you avoid selling on price?   On this episode we have one of the nation's top pricing experts, Reed Holden, Founder and Coach at Holden Advisors and author of Pricing with Confidence: Ten Ways to Stop Leaving Money on the Table. With articles published by Harvard Business Review, The Journal of Business Strategy, and many more, Reed delivers clear answers to the common pricing problems facing today's independent insurance agents.    On today's episode, Reed and podcast host Michael discuss:   What to do about the hidden profit killer in your existing book of business The simple but powerful formula to overcome the price issue How your team should respond when someone calls for a quote   If you want maximum growth in 2021, make this episode a priority this week.   Presented by Agency Revolution, the Connected Insurance Podcast provides bi-weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.  

    Lending Tree Enters Insurance. Here's What They See.

    Play Episode Listen Later Jun 9, 2021 41:55


    Jeff Hogue, Director - Insurance, Agent Sales, QuoteWizard    When the loan giant, Lending Tree, entered the insurance industry by acquiring QuoteWizard, they gained powerful data about how people shop for insurance. Last month, they received 1,000,000 online quotes, 50,000 inbound phone calls, and thousands of conversations with insurance agents.    Jeff Hogue, Director of Insurance and Agent Sales at QuoteWizard shares his unique perspective on:   The turbulence in the captive agency market, and what that means to the independent channel How the industry turned pain points from the pandemic into a benefit How independent agencies can compete with online ads without spending over $100 a click   If you want to keep your finger on the pulse of change in the insurance industry, don't miss this eye-opening conversation with a major player.    Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.  

    What 60 Million Policyholders Taught Us About Customer Relationship

    Play Episode Listen Later Jun 2, 2021 44:42


    Anurag Shah, CEO, Co-Founder, Aureus Analytics   Anurag Shah, CEO and Co-Founder of Aureus Analytics has been studying how customers feel about their insurance providers. First with carriers around the globe, and most recently with independent insurance agencies. After processing management systems and interaction data across more than 60 million policyholders, Anurag has crafted a way to measure customer loyalty en masse and down to the individual level.    In this eye-opening podcast, Anurag shares his perspective on:   How agency-customer relationships degrade over time—and how to fix it  Why you need to dig past traditional customer surveys to measure loyalty How to deliver what the modern insurance consumer really wants   If richer, deeper, longer customer relationships are important to you, make this podcast a priority this week.    Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.  

    J.D. Power Reveals What Insurance Consumers Want

    Play Episode Listen Later May 26, 2021 43:41


    Tom Super, Head of P&C Insurance, J.D. Power   Tom Super, Head of P&C Insurance at J.D. Power, returns to the podcast with the latest research and insights on the modern insurance consumer. The pandemic pushed already changing consumer expectations farther and faster than ever. Don’t let your agency fall behind the curve.    In this important discussion, Tom shares research on:   How the pandemic changed insurance shopping, and what’s different after one year Market segments and demographics best suited for the independent agency channel What insurance consumers expect from their insurance providers   Every agent serious about long-term growth needs to understand what really matters to today’s consumers—especially the ones that prefer the agency channel. Make this conversation a priority this week.    Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.  

    Industry Cybersecurity Expert Exposes New Risks

    Play Episode Listen Later May 19, 2021 40:49


    Brad Ruben, President, Archway Computer   You may be surprised by some of the advice delivered by insurance technology and cybersecurity expert Brad Ruben, President of Archway Computer—but you may be more surprised by some of his predictions. Brad delivers practical advice every insurance agency principal and IT support person should listen to immediately.    Listen to this episode to learn:   Real examples of agencies that were struck by ransomware, and which actions would have protected them Why phishing attacks went up 600% during the pandemic, and simple steps to protect your agency Brad’s “cool tools” to pump up your zoom game, take better notes, provide better protection, and more   These days cybersecurity should be part of day-to-day operations. Make this conversation a priority for the safety of your agency, your team, and your customers.    Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.  

    The Next Wave of Insurtech

    Play Episode Listen Later May 12, 2021 43:18


    When Zenefits ran into one of the largest compliance crises in the industry, they turned to Niji Sabharwal. He learned two important lessons. One—in his own words—brokers aren’t going anywhere. Two, they really need help with compliance. So a new insurtech was born. Rapid traction in the marketplace, $36 million in Series A funding, and 61 employees later, Niji, as CEO of AgentSync, sees a new wave of insurtech heading our direction.   Niji and podcast host Michael discuss:   Why agents and brokers aren’t going anywhere, and how they’ll look different in the future How the next wave of insurtech will affect the independent agency channel The steps agency principals should take when considering new technology   If you want a window into the future of the agency world, do not miss the insights from this tech pioneer.    Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.  

    A Modern Insurance Marketing Strategy

    Play Episode Listen Later May 5, 2021 34:20


    Jeffery Arnold, President, Rightsure Insurance Group In this podcast, President of Rightsure Insurance Group, Jeffery Arnold delivers practical advice based on real-world experience for a robust conversation that will open your eyes to modern insurance marketing.    Jeff and podcast host Michael discuss:   The three most important technologies to add to your agency How the role of agency leadership has changed in recent years How to be enabled and forward-thinking about tech without being shackled to it   If you’re looking for proven strategies to grow your insurance agency, don’t miss this podcast.    Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.  

    The Current Property and Commercial Insurance Transition

    Play Episode Listen Later Apr 28, 2021 44:14


    In some niches, premiums are on the rise. Today’s agency principals and producers need a plan. For this discussion, podcast host Michael Jans turned to someone who spends his time in the midst of this turbulence. Former CEO of Bigfoot Insurance—one of the fastest growing MGA’s in the U.S.—and now a Managing Director for One80 Intermediaries, Martin Burlingame describes today’s insurance pricing as the perfect storm.    In this podcast, Martin pulls back the curtain on:    How the last four years of natural disasters have changed the way underwriters assess risk What drives some consumers to stop buying insurance How the most successful agencies are planning for the future   If you work in commercial lines or personal property insurance, the future of the product you sell is in transition. Listen to this discussion to learn how to navigate this change and bring your customers on board.    Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.  

    What the Best Commercial Lines Producers Are Doing Differently

    Play Episode Listen Later Apr 21, 2021 44:40


    Scott Knowles, CEO, Modgic Scott Knowles, CEO of Modgic, works with commercial lines producers every day. His warning may be familiar—step up to the modern age of insurance—but his advice is practical and proven in the real world of commercial lines sales.    In this fast-paced podcast, Scott shares his insights on:   What “super-producers” do differently than most commercial lines producers How to get your prospects to focus on the long term when they think of your agency The simple method great commercial lines producers use to make themselves irreplaceable   With new tech, new behaviors, and new consumer expectations, commercial lines is changing fast. If commercial lines insurance is part of your agency, make this conversation a priority.    Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.  

    Practical Strategic Advice from a Top Industry Leader

    Play Episode Listen Later Apr 14, 2021 54:17


    Tony Caldwell, Co-Founder, Chairman, CEO, One Agents Alliance   Why is Tony Caldwell’s new book, The UnCaptive Agent, a #1 Amazon new release and bestseller? Because it reveals his practical approach to success in the independent agency system. Tony moves over $500 million in premium and oversees 185 agencies in his network, OAA, and runs the largest master agency in SIAA.    In this conversation, Tony and podcast host Michael discuss:   The declining role of geography for independent agencies Why agencies need to focus on maximum customer lifetime value A practical action plan for success for independent agency principals   Tony declares that the agency system will thrive, but that it’s an open question of who will win and who will lose. If you’re serious about growing your agency, make this discussion a priority.   Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.  

    CEO of SIAA on the Future of Independent Agents

    Play Episode Listen Later Apr 7, 2021 45:06


    Matt Masiello, CEO, Strategic Insurance Agency Alliance With $9.5 billion in premium, almost 5,000 agents in his network across 48 states, CEO of SIAA, Matt Masiello has a unique perspective on the independent agent. Matt might negotiate a multi-million dollar contract with a national carrier in the morning and advise a from-scratch mom-and-pop agency in the afternoon.    In this podcast, Matt shares his perspective on:   The shifting market share between the captive, direct, and independent channels Amazon’s introduction to the small commercial insurance market—and how the industry needs to respond How today’s agents can win the right insurance consumers for their agency   Make this conversation a priority. Matt holds nothing back in this thoughtful and practical discussion.   Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.  

    ceo independent agents
    How to Increase Your Agency’s Valuation

    Play Episode Listen Later Mar 31, 2021 39:17


    As private equity firms flood the market, agency valuations are rising higher and higher. How can today’s agency principal take advantage of these conditions?   In this practical and informative podcast, Michael Mensch discusses how to navigate the turbulent and fast-moving acquisition market, and how agency principals can boost their valuation for the biggest payoff. Michael Mensch, President of Agency Brokerage Consultants, has assisted in over 200 M&A transactions and over 1000 agency valuations.   In this conversation, Michael Mensch and podcast host Michael Jans discuss:   The sweeping trends that are changing the acquisition landscape for agencies Possible changes in tax laws that agents must keep their eyes on today Practical steps any agent can take to increase their agency’s valuation   Listen now to learn the steps you can take to determine your ultimate valuation. If you’re an agency principal, make this conversation a priority.    Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.  

    Insurance Agency Data Breakthrough

    Play Episode Listen Later Mar 24, 2021 45:36


    Agents have dreamed of rich customer data for years. Alan Ringvald, CEO of Relativity6, is making that dream a reality. When you combine that data with artificial intelligence and automation, you protect customers better, keep them longer, and create deeper relationships.    In this discussion, Alan and podcast host Michael discuss:   How blending internal and external data reveals easily missed insights The critical aspects of the customer relationship agency management systems miss How good data helps agents maximize customer lifetime value If you’re seeking stronger customer relationships, don’t miss this discussion.    Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.  

    Kevin Callahan, Chairman, CEO, Renaissance Alliance

    Play Episode Listen Later Mar 17, 2021 59:25


    Kevin Callahan took Allstate public, was CEO of Allianz, Partner at Accenture, and Head of Global Sales at Marsh. In other words, Kevin knows P&C insurance. Now, as CEO of Renaissance Alliance, he is dedicated to helping agents get to the next level with tools, technology, strategy, and resources.    In this discussion, Kevin shares his perspective on:   Why agents are the most important part of the P&C value-chain The key drivers of organic growth in the modern insurance landscape How independent agents can compete for growth against other channels and other agents   Develop your agency’s strategic direction and learn tips to achieve fast growth when you listen to this discussion.    Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.  

    What the Future of Insurtech Means for Your Agency

    Play Episode Listen Later Mar 10, 2021 39:00


    When you think “insurance” plus “technology,” Jay Weintraub just might be the first person you think of. As Co-Founder and CEO of InsureTech Connect, Jay hosts what might be the largest insurance conference in the world—and nothing says “change” to the industry like the intersection of insurance and technology.    In this conversation, Jay and Michael discuss:   How the insurtech roadmap is affecting agencies today What agency principals must do now to get digital before it’s too late Jay’s advice on the single most important thing for agents to focus on   Technology is an increasingly important part of running an insurance agency today. Listen to this discussion now to prepare your agency for the future.    Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

    ceo co founders agency insurtech insuretech connect jay weintraub

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