Podcasts about applied systems

Legacy insurance technology is costly and debatably efficient but there is more and more talk about the hidden fees that come with accessing your data. Sherif Gemayel, founder of Trufla Technology shares some thoughts on what he calls "Tech Tariffs". In this episode:What the true cost of operation is for many brokers and agentsWhy you are paying a fee for a non-revenue generating actionHow technology and SaaS services are priced and the extra chargesWhy core systems need to deliver core value for insurance agents and brokersLearn how to avoid paying a tech tariffSherif knows a thing or two about how insurance distribution works as he's built a company to support the channel, but that does not mean he sits back and let's others get away with unjust and unfair charges. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of the And I Quote podcast, Ashleigh Burden of Coterie Insurance speaks with Alexandria Cardoze, the Digital Marketing Manager at Applied Systems. They discuss the evolution of marketing in the insurance industry, emphasizing the importance of data-driven marketing and personalization. Alex shares insights on effective marketing strategies, tools, and the future trends that will shape the industry. The conversation also touches on advice for those looking to enter the marketing field within insurance, highlighting the significance of understanding one's passion in marketing.Learn more about Alex and Applied Systems: Follow Alex on LinkedIn: https://www.linkedin.com/in/aeisenhardt/Find Applied Systems on LinkedIn: https://www.linkedin.com/company/applied-systems/Learn more about Applied Systems: https://www1.appliedsystems.com/en-usLearn more about Ashleigh and Coterie Insurance: Follow Ashleigh on LinkedIn: https://www.linkedin.com/in/ashleigh-burden/Follow Coterie Insurance on LinkedIn: https://www.linkedin.com/company/coterieinsuranceLearn more about Coterie: https://coterieinsurance.com/00:00-02:58 - Introduction to Marketing in Insurance02:58-05:57 - The Importance of Data-Driven Marketing05:57- 08:48 - Personalization Strategies for Engagement08:48- 11:51- Tools and Tech Stack for Marketing11:51- 13:00 - Future Trends in Marketing and Insurance13:00 - 14:26 - Advice for Aspiring Marketers in Insurance

In this episode of the Food Systems Podcast, hosted by Mark Titterington, a panel of experts—John Baffes (World Bank Senior Agriculture Economist), Petr Havlik (Program Director at the International Institute for Applied Systems), and Tassos Haniotis (Special Advisor for Sustainable Productivity at the Forum's Advisory Council)—discuss critical challenges and opportunities in agriculture and food markets. The conversation focuses on the need for updated policies to address shifting dynamics caused by global shocks such as the COVID-19 pandemic, geopolitical tensions, and climate change.

Tony chats with Leandro Dallemulle, General Manager at Planck, Applied Systems; they are an AI-based platform for commercial lines underwriting and were recently acquired by Applied. They started with a focus on restaurants and bars, and have now expanded to be able to support underwriting in 80% of classes of businesses.Leandro Dallemule: https://www.linkedin.com/in/leandrodallemule/Planck: https://www.planckdata.com/Video Version: https://youtu.be/xWLYxNicCzU

You'll enjoy this episode of On Point, recorded live with a studio audience at the recent AppliedNet tech conference in Nashville. Our guest, Applied Systems CEO Taylor Rhodes, … Read More » The post Live from Nashville: AI & Some Laughs appeared first on Insurance Journal TV.

You'll enjoy this episode of On Point, recorded live with a studio audience at the recent AppliedNet tech conference in Nashville. Our guest, Applied Systems CEO Taylor Rhodes, … Read More » The post Live from Nashville: AI & Some Laughs appeared first on Insurance Journal TV.

Tony chats with Marissa Rutkowski, Founder and Co-Chair of IndispensAbility at Applied Systems. They are a community of interest for mental and physical abilities of all kinds - seen and unseen; and fellow Board Member at Insure Equality. Marissa is one of the insurance industry's leading advocates for mental health and is doing crucially important work. We discuss her own history and the difficult circumstances that led her to create the group and to become a leader in this fight.Marissa Rutkowski: https://www.linkedin.com/in/marissarutkowski/Insure Equality Summit: https://insureequality.org/summit-2024-home/Marissa's episode on Bound & Determined: https://www.adjunctadvisors.com/podcast/604Ryan Deeds and Brendan Corr on Mental Health on PIR: https://youtu.be/yGYLdtPRwxk?si=xzxdVX5EghdBiHPYVideo Version: https://youtu.be/htez9GG2haQPodcasting For Brands // bring your guest we do the restVideo episodes. Social clips. Live producer. Virtual studio. Coaching.

In this episode of The Insurance Technology Podcast, Reid sits down with Taylor Rhodes, CEO of Applied Systems, to dive into Taylor's career journey of building great teams in technology with humility and customer-centricity.Plug in to listen to how Taylor left his 11-year tenure at Rackspace to pursue a new mission he could pour his heart into and eventually landed at Applied, reinvigorating a culture of innovation for the company's family of brands.Episode HighlightsThe last act of leading at Rackspace (1:12)Entering the SAAS space (2:08)Leading a customer-centric mission at Applied (14:17)Creating a safe harbor and making the industry better with tech (29:49)Insurtech Boston is back! Same city, great venue. Join us May 7th, 2024. Visit insurtechboston.com for more info and to grab your tickets.

In this episode, we speak with Taylor Rhodes, CEO of Applied Systems, the leading global provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and an innovation leader, Applied is the world's largest provider of agency and brokerage management systems. Taylor joined Applied in 2019 after serving as Chief Executive Officer of SMS Assist, the leading cloud-based software platform for multi-site property management. Previously, he was CEO of Rackspace, where he led the company's growth from a cloud pioneer to an industry leader with more than two billion dollars in revenue. Taylor was recognized as one of the Top 50 SaaS CEOs of 2023 by The Software Report. Taylor supports World Vision.  To learn more about this organization click here. I am your host RJ Lumba.  We hope you enjoy the show.  If you like the episode, click to follow.

In this episode of The Insurance Technology Podcast, Reid sits down with Taylor Rhodes, CEO of Applied Systems, to chat about his fascinating journey from childhood to starting his career in technology.Get ready for a ride down Taylor's memory lane to hear about his early life experiences, from childhood summers on the ranch to serving in the Marines, and how these experiences have shaped who Taylor is today.Episode Highlights·       Summers on the cattle ranch (4:15)·       The “team over self” Marine mentality (13:40)·       Entering the tech space at Rackspace (22:21)·       Being a good neighbor (35:41)Insurtech Boston is back! Same city, great venue. Join us May 7th, 2024. Visit insurtechboston.com for more info and to grab your tickets.

Rising premium rates, stricter underwriting, and carriers pulling out of states are creating challenging marketing conditions for independent agents looking to maintain and grow their book of business. In this podcast, Michael Streit, general manager at Applied Systems' EZLynx company, discusses the challenges posed by hard insurance markets for independent insurance agencies and the strategies for navigating difficult conditions. You'll also hear about: The drivers of the current hard market conditions, such as inflationary factors, tighter underwriting, carrier withdrawals from states, and more. Which actions independent agents can take to turn hard market challenges into opportunities and capture more renewals and new business. How technologies such as retention management tools, customer relationship management systems, automated workflows, and others can help support agents in the current market conditions.

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

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

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

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

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

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

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

In honor of women's history month, Toni Jones, Vice President of Transportation Marketing, Palomar Insurance, and member of the Big “I” National Young Agents Committee sits down with a cast of remarkable leaders who are blazing the way for women in their organizations and the insurance industry. On this episode of Agency Nation Radio hear from Angela Ripley, President VW Brown Insurance Services and Big “I” Executive Committee Member; Courtney Rains, Chief Marketing Officer, Applied Systems and Crista Walker, VP, Agent Engagement & Technology at Liberty Mutal Insurance. Liberty Mutual research shows that while 85% of women who work on the frontline can picture themselves as a leader at an agency, fewer than one-third of agency principals and owners are women. Together the women talk about the disconnect and how to create leadership opportunities for women in the insurance industry. What can organizations and individuals do to be more intentional in helping women grow into leadership roles? How can women take steps to rid imposter syndrome? How do women start conversations that help them get a seat at the table and the position they deserve to create a rewarding future in insurance? Additionally, the group discusses data on the division of labor at home, who are making financial decisions for families when it comes to supporting personal lines clients. The group talks about how self-awareness and grace-- both are critical to growth. Tune in and be inspired to blaze a future that's good for women—because women are good for business. Agency Nation Radio is where insurance professionals turn on the mic and share unscripted stories about leadership, technology, marketing, success, and failure—stories that helped make them the professionals they are today. From main street USA to the pages of Independent Agent magazine—we've got the stories you want to hear. Catch Agency Nation Radio on your favorite streaming platform or visit iamagazine.com/podcasts. Toni Jones, Vice President Transportation Marketing, Palomar Insurance, and member of the Big “I” National Young Agents Committee https://www.linkedin.com/in/toni-jones-mba-cic-crm-cisr-trs-star-b6759b2b/ Angela Ripley, President VW Brown Insurance Services and Big “I” Executive Committee Member https://www.linkedin.com/in/angelakokoskoripley/ Courtney Rains, Chief Marketing Officer, Applied Systems https://www.linkedin.com/in/courtney-rains-a0543715/ Crista Walker, VP, Agent Engagement & Technology, Liberty Mutal Insurance https://www.linkedin.com/in/crista-walker-0bb6a327/ https://www.iamagazine.com/strategies/5-practical-ways-to-create-more-leadership-opportunities-for-women-in-insurance https://www.agentforthefuture.com/womenininsurance/

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

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

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

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

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

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

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

This episode of Re:Applied is sponsored by ReSourcePro. On the season three finale of Re:Applied, Applied Client Network CEO Brian Langerman sits down with Rich Belanger (Chief Technology Office, Applied Systems) and Anupam Gupta (Chief Product Officer, Applied Systems) to discuss tenets for success, what they find inspirational as professionals in the industry, and what's coming down the pike with regards to Applied Systems technology. For more insight from Applied Client Network (ACN), Applied Systems or insurance professionals, or to join ACN, visit AppliedClientNetwork.org. 

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

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

On this episode of Re:Applied, host Miriam Kasseris speaks with Tanner Randolph, CISO of Applied Systems, about how to best protect your agency from looming cybersecurity threats.For more insight from Applied Client Network (ACN), Applied Systems or insurance professionals, or to join ACN, visit AppliedClientNetwork.org. 

This episode is sponsored by InsuredMine.In this episode of Re:Applied, host Miriam Kasseris speaks with Rich Belanger, Chief Technology Office with Applied Systems, and Jean Stroud of Oakbridge Insurance, about the return on investment of having one system to manage all of your agency's needs.For more insight from Applied Client Network (ACN), Applied Systems or insurance professionals, or to join ACN, visit AppliedClientNetwork.org. 

In this episode of The Insurance Technology Podcast, recorded at ITC Vegas, Reid meets up with Raghav Tanna, co-founder of Tarmika and now Applied Systems' SVP of Small Commercial Lines, to talk about the Applied acquisition of Tarmika, post-acquisition plans, and the future of insurance technology. Settle in, get cozy and learn how combining the power and resources of two industry leaders will change insurtech. Episode Highlights·         The Tarmika/Applied acquisition (1:11)·         Exciting future plans (6:13)·         What's on the horizon for insurance (16:29)Insurtech Boston is back! Same city, great venue. Join us May 7th, 2024. Visit insurtechboston.com for more info and to grab your tickets.

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

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

In this episode of The Insurance Technology Podcast, recorded at ITC Vegas, Reid meets up with Raghav Tanna, co-founder of Tarmika and now Applied Systems' SVP of Small Commercial Lines, to talk about how passion for the insurance industry runs in the Tanna family, the impact of commercial rating platforms and technology, and the early days of Tarmika. Raghav's story might not be creepy and kooky, but we're sure you'll still find this episode a screaming good time. Episode HighlightsAbout the Tannas (2:18)Commercial rater talk (6:46)Apple doesn't fall far from the tree (15:39)Early Tarmika tales (18:00)About the GuestAfter graduating from Bentley University in 2015, Raghav Tanna got his start in the insurance industry as a commercial insurance producer and underwriter. In 2018, Raghav co-founded Tarmika, a single-entry commercial lines rating solution, with the goal of empowering independent agents with tech built for them. As a web-based solution, Tarmika utilizes API technology to allow independent agents to quote multiple carriers in a single-entry. After Applied Systems acquired Tarmika in 2022, Raghav transitioned into a new role, Senior Vice President of Small Commercial Lines. 

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

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

In this episode of The Insurance Technology Podcast, podcast co-host Christen Kelley puts Raghav Tanna, co-founder of Tarmika and now Applied Systems' SVP of Small Commercial Lines, in the hot seat with rapid-fire questions to give you a sneak peek into some fun facts about Raghav before the full-length episode is released. 

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

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

On this episode of Re:Applied, host Miriam Kasseris speaks with Rachel Druckenmiller (Founder of Unmuted). During their discussion, Miriam and Rachel discuss the importance of nurturing the mental and emotional wellbeing of employees in an effort to keep them engaged and performing at a high level.For more insight from Applied Client Network (ACN), Applied Systems or insurance professionals, or to join ACN, visit AppliedClientNetwork.org. 

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

On this episode of Re:Applied, host Miriam Kasseris speaks with Claudia St. John (President of Affinity HR Group). During their discussion, Miriam and Claudia deep dive into the facets of workplace wellness and tips for how to keep employees engaged as we continue to navigate shifts in the professional landscape. For more insight from Applied Client Network (ACN), Applied Systems or insurance professionals, or to join ACN, visit AppliedClientNetwork.org. 

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

What tone should an incoming CMO hope to set in their first few months on the job? Jeff Winter, the Chief Marketing Officer at Duck Creek Technologies, says that building a “team culture” was a top priority when he joined the insurance software provider last year. Tune in to hear Jeff's takes on how a marketing leader can help build a great team.Tune in to learn:How Jeff built a “team culture” at Duck Creek (8:00)Jeff's approach to aligning marketing with sales (26:41)Why Jeff is not a fan of spreadsheets (22:25)About Jeff's experience as a professional basketball player in Israel (25:30)Mentions:Salesforce“MarTech Interview With Jeff Winter, CMO at Duck Creek Technologies”“Insurance Technology: Aon and Paypal, Applied Systems, and iink Address Digital Payments”Marketing Trends is brought to you by Salesforce Marketing Cloud. For more great marketing insights, sign up forThe Marketing Moments newsletter. You'll get ideas to help you build better customer relationships, invites to upcoming events, and access to the latest industry research. Subscribe at https://sforce.co/MarketingMoments

One of the BIGGEST challenges that insurance agencies face today is not having their accounts streamlined. Issues of lost personal account information and across-states clients with urgent needs fill our experience box. How prepared are YOU to pay your consultants and collect bills before disaster strikes? Tune in today for host Jim Schubert's 3 best ways to streamline your agency accounting on Agent's Growth Academy.3 Key TakeawaysSnail mailing your checks is a lot like playing the slot machines; you can only hope your money gets to you through safe means. You want to receive your paycheck through direct deposit to avoid delays and complications. Commissions should be considered NO differently!Use Echeck as a last resort to paying vendors and carriers. ACA or credit card are always the best ways to pay. ResourcesepaypolicyLeave us an honest review on Apple Podcasts!About Jim SchubertJim Schubert is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review and Applied Systems. Jim is a passionate advocate for small business owners, entrepreneurs and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction. Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography.

In this episode of Digital Insurance Pint Podcast, Taylor Rhodes joins the show. Former US Marine, Arizona Rancher and Rush Fan, Taylor Rhodes, is getting the Applied System's troops ready for the next round of the Canadian Broker management systems business wars. Scratching your head on Applied? – not so fast. What is cool about Mr. Rhodes; he is new to the insurance industry and has no insurance “dirty laundry” to air. He sees the insurance industry as an underutilized digital playground that needs fresh blood to accelerate connectivity. In this episode, Taylor (while drinking a good La Fin Du Monde 9% Quebec beer) talks about 3 key areas that Applied is focusing on: 1. Velocity 2. User Experience (#ux) 3. Digital Connectivity In addition, we get an update on many of the Applied System's newest products, including Policyworks, Indio, Applied mobile (CSR 24), salesforce integration, and Applied Automation. Taylor also talks about the 5 key trends shaping business today and we pull back the covers and talk about how Google's investment and expertise have helped improve Applied. Over the last 20 months, Taylor has been putting his stamp on the Applied organization. To steal a Rush lyrics, he is doing all of the above to bring the user experience and client experience “closer to the heart.” Taylor is a breath of fresh air that Canada's biggest BMS system needs to fuel their Epic business transformation. Join Tom Reid, Steve Earle, Adam Mitchell, and Jeff Roy as they open the tap and raise the bar with Taylor Rhodes. P.S. What happened to Jeff's glasses? Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

Remain present on LinkedIn if you want to be seen–we've heard this advice. It's a necessity for promotional work. But do you know just how far a single LinkedIn post can go for you, for others? Today on Agents Growth Academy, Jim Schubert shares how one vacation post went viral overnight for him and uses three components as answers to the ever-present question: what makes them hit that button and take time out of their day to promote you? 3 Key TakeawaysYou don't have to know the secret to LinkedIn's algorithm to go viral. Instead, be consistent with the 3 key traits in this episode and people will want to view your content.DON'T stage your posts–photos or content. Show people that you are a real human with a real life. Start thinking about how your post will help improve someone else's life enough to invite a thank you. ResourcesVisit agentsgrowthacademy.com/value for ideas on how you can give FIRST!Connect with Jim and leave the episode an honest review!About Jim SchubertJim Schubert is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review and Applied Systems. Jim is a passionate advocate for small business owners, entrepreneurs and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction. Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography.

Despite technology's evolution, email marketing continues to prove itself a viable growth option for your business. On average, for every dollar spent, $36 ROI is expected. Today on Agents Growth Academy, host Jim Schubert shares five top tips and tricks for improving your odds and marketing your emails to get that 36-to-1 value.3 Key TakeawaysIf your subject line doesn't spark curiosity, it won't matter how amazing of a deal you've got. They won't open the email. Start showing yourself and your team to clients, even in your emails. People want to buy from people. Give, give, and give some more before you ask for a dime from potential clients. Prove to them that you understand them and their needs. ResourcesSave Your Asks by Chris TuffPatt Flynn's podcast and website Engage with Jim on LinkedIn and FacebookAbout Jim SchubertJim Schubert is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review and Applied Systems. Jim is a passionate advocate for small business owners, entrepreneurs and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction. Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography.

92% of customers use online reviews before buying. So what are you doing to prevent your client's voices from getting lost in the noise? Join host Jim Schubert for a testimonial-focused episode of Agent's Growth Academy for three key tips that will boost your ratings through the roof, using the key components of specificity and story. 3 Key TakeawaysGive your clients a PROMPT page when asking for a testimonial–don't make the student write a paper with no direction! You need to start showing how you TRANSFORMED clients' lives; potentials want to see that transformation. Specify the testimonials you receive by shaping your questions to relay a STORY. It's the most powerful way to connect with humans. ResourcesGo to agentsgrowthacademy.com/story for a cheat sheet on utilizing story in testimonialsStart a conversation with Jim on LinkedInSubscribe to our YouTube channelboast.ioAbout Jim Schubert Jim Schubert is the CEO of Southern States Insurance, one of Georgia's largest independent insurance agencies. He is a nationally recognized author and podcast guest contributor appearing in Insurance Journal, Independent Agent Magazine, Insurance Business America Magazine, Best's Review and Applied Systems. Jim is a passionate advocate for small business owners, entrepreneurs and independent insurance agents. He loves sharing ideas about agency growth, digital marketing, and the lost art of human interaction. Jim is also the creator of Agents Growth Academy, an online resource for insurance agents and agency owners who want to take their growth to the next level. And when he needs to take a clarity break, he is either behind a camera lens in the great outdoors or teaching aspiring shutterbugs how to take beautiful nature photography at Schubert Photography.