Podcasts about commercial insurance

In this engaging live podcast episode from Memphis, Heath Sheeran and Riley Talbot discuss a variety of topics ranging from music and culture to the intricacies of the insurance industry. Riley shares his journey from a college athlete to a successful insurance professional, emphasizing the importance of technology and human interaction in the field. The conversation also touches on the challenges of building a business from scratch and offers valuable advice for agents and carriers navigating the evolving landscape of insurance.Building a business from scratch requires a clear vision and adaptability.Technology should enhance, not replace, human interaction in insurance.Long-term sustainability is key for both agents and insurers.A balance between technology and personal touch is essential for growth.Riley emphasizes the importance of real-time data in decision-making.The insurance industry is evolving, and staying ahead requires innovation.Personal interests, like music and food, can enrich professional conversations.Chapters00:00Welcome to Insurance Town02:03Exploring Music and Culture04:54Riley's Journey in Insurance09:56Building a Business from Scratch12:52The Role of Technology in Insurance20:08Advice for Agents and Carriers22:50Fun and Personal Insights

In this conversation, Matt Waxman shares his journey from a marketing major to a successful figure in the insurance industry, discussing his experiences in hospitality, insurance claims, and marketing. He emphasizes the importance of understanding the property market, particularly in challenging areas like Florida and Texas, and offers valuable advice for agents navigating these tough times. The discussion also touches on the evolution of his company, Alchemy Insurance Solutions, and the opportunities within the builders risk space. In this conversation, Matt Waxman and Heath Shearon delve into the complexities of Builders Risk insurance and the emerging cannabis insurance market. They discuss the importance of building strong relationships with underwriters, understanding client needs, and the necessity of educating producers on these specialized insurance products. The dialogue emphasizes the need for agents to develop pipelines for Builders Risk and the lucrative opportunities within the cannabis sector, highlighting the evolving nature of these industries and the role of Alchemy Insurance Solutions in providing comprehensive coverage solutions.takeawaysMatt Waxman has a diverse background in marketing, hospitality, and insurance.He transitioned from a marketing major to a career in insurance after exploring various fields.Waxman emphasizes the importance of building relationships in the builders risk market.The property market presents challenges, but also opportunities for agents willing to adapt.Alchemy Insurance Solutions focuses on solving pain points in the insurance market.Understanding the needs of clients is crucial for success in insurance.Waxman encourages agents to prepare thoroughly when submitting risks to underwriters.Flexibility in underwriting is essential in today's property market.The builders risk space can lead to long-term relationships with clients.Agents should not give up on finding coverage solutions for their clients. The likelihood of declination increases without proper partnerships.Understanding Builders Risk is crucial for effective insurance solutions.Building relationships with underwriters is essential for agents.Providing detailed information to underwriters enhances approval chances.Agents must sell both to clients and carriers effectively.The cannabis insurance market presents significant opportunities.Education and webinars are vital for agents to succeed in niche markets.Direct access to underwriters fosters better communication and solutions.Agents should be transparent about their knowledge in niche markets.The insurance landscape is evolving, requiring adaptability from agents.05:52Matt Waxman's Journey to Insurance10:32Cornerstone to Alchemy: Evolution of a Company18:00Navigating the Property Market Challenges20:06Advice for Agents in a Tough Market21:54Navigating the Builders Risk Landscape28:10Understanding the Role of Underwriters32:32Building a Pipeline for Builders Risk35:53Exploring the Cannabis Insurance Market40:07The Science Behind Cannabis Insurance45:53Alchemy Insurance Solutions: A Comprehensive OverviewMy amazing Sponsors;Smart ChoiceCanopy ConnectOlde School Marketing 

SummaryIn this episode of The Straight Shift, The Car Chick© and special guest, insurance expert Jasmine Walker of Brightway Insurance, delve into the complexities of car insurance. They discuss the rising costs of insurance, the importance of understanding discounts, and strategies for saving money without sacrificing coverage. The conversation also covers the unique challenges faced by teen drivers and small business owners when it comes to insurance, as well as the significance of full disclosure in the claims process. Listeners are encouraged to build strong relationships with their insurance brokers to navigate these challenges effectively.TakeawaysCar insurance is often overlooked in budgeting when buying a new car.Inflation and rising car prices are significant factors in increasing insurance rates.Discounts are available for defensive driving courses and good student performance.Teen drivers can be expensive to insure, and parents should consider their options carefully.Commercial insurance policies are generally more expensive than personal policies.Specialty insurance is necessary for classic cars, motorcycles, and other toys.Having a good relationship with an insurance broker can lead to better coverage and discounts. Resourceswww.TheCarChick.comwww.CarBuyingCourse.comwww.BrightwayWalker.comYou can view a full list of resources and episode transcripts here. Connect with LeeAnn: Website Instagram Facebook YouTube Work with LeeAnn: Course: The No BS Guide to Buying a Car Car Buying Service Copyright ©2024 Women's Automotive Solutions Inc., dba The Car Chick. All rights reserved.

In this conversation, Daniel Yoo discusses the inception of Finmate AI, a tool designed to enhance the efficiency of financial advisors by automating note-taking and data entry. He shares his journey from being a financial advisor to creating a solution that addresses common pain points in the industry. The discussion also touches on the role of AI in financial services, the importance of maintaining human relationships, and the future of in-person meetings in a technology-driven world. In this conversation, Daniel Yoo discusses the transformative role of AI in the financial services industry, emphasizing the importance of human relationships in client interactions. He addresses data security concerns, the integration of AI with CRM systems, and the evolving client experience in a technology-driven world. Daniel also shares insights on how financial advisors can learn from each other and adapt to the changing landscape, ultimately highlighting the need for personalized service in an increasingly automated environment.takeawaysChapters00:00Introduction and Background02:46The Birth of Finmate AI06:01The Role of AI in Financial Services09:05Enhancing Human Relationships with Technology12:05Optimizing Workflows with AI15:03The Future of In-Person Meetings18:50The Role of AI in Financial Services21:29Data Security and Privacy Concerns25:51Integrating with CRM Systems29:30Learning from Financial Advisors29:59Enhancing the Client Experience34:50Final Thoughts and Contact Information

In this engaging conversation, Ben Morrow shares his journey from a nomadic childhood to his current role in the insurance industry. He discusses the challenges of balancing family life with a demanding career, the impact of personal loss on his wellness journey, and the unique bond he shares with his identical twin. Ben emphasizes the importance of trust and resilience in navigating life's ups and downs, and how his experiences have shaped his approach to personal growth and spirituality. In this conversation, Ben Morrow discusses the innovative approach of Claims Concierge in the insurance industry, focusing on enhancing the claims process for policyholders. He emphasizes the importance of building trust between agents and clients, the role of contractors, and the need for a grounded presence during claims. Morrow also addresses the challenges faced in the industry, including the need for better communication and follow-through, and highlights the significance of vulnerability in fostering relationships and providing support during difficult times.Chapters00:00Spring Break and Family Life03:00Ben Morrow's Journey: From Childhood to Career06:04The Impact of Family and Personal Loss08:55The Twin Connection: Identity and Individuality11:51Wellness and Spirituality: A Lifelong Journey14:59Navigating Life's Challenges: Trusting the Process20:59Entering the Insurance Industry: A New Chapter25:22Claims Concierge: A New Approach to Insurance Claims31:51The Role of the Agent: Building Trust and Relationships36:48Navigating the Claims Process: A Grounded Presence41:26Overcoming Industry Challenges: Building Trust and Relationships47:54Leading with Vulnerability: The Human Side of ClaimsSponsors:Smart ChoiceCanopy Connect

In this episode of Insurance Town, Mayor sits down with Paul Neuberger, Best Selling Author of the book: Secrets to Cold Call Success and the founder of C-Suite for Christ, an incredible community that brings together executives with a shared Christian faith. Paul discusses a variety of important topics, including the often-overlooked challenges faced by C-suite executives, the struggles of cold calling, and he tells us of the unfortunate, unhealthy habits in the lives many high-level professionals face in their careers.Throughout the conversation, Paul dives into:The Importance of Faith in Leadership: How Christians can maintain integrity and faith in the corporate world, even when facing tough decisions.Cold Calling: The challenges and strategies for effective cold calling, especially in the world of business development.The Health of C-Suite Executives: The often-hidden toll leadership can take on executives, both physically and emotionally, and the importance of maintaining balance.The Mission of C-Suite for Christ: Paul shares the heart behind his organization, its mission, and how it's transforming the way leaders approach faith and business.Common Struggles for Christians in the Corporate World: What it looks like to integrate one's Christian faith with corporate responsibilities and how to stay true to values in an often secular business environment.Whether you're an executive, a Christian business professional, or someone looking to understand how faith intersects with leadership in the modern world, this episode will offer valuable insights into navigating corporate life with integrity and purpose.Special Thanks to Our Sponsors:Smart Choice: Helping independent agencies grow and succeed through access to top carriers and cutting-edge tools.Canopy Connect: Simplifying the insurance quoting process with a smarter, quicker way to gather customer data.Olde School Marketing: Your trusted partner in creative marketing strategies designed to help your agency stand out in a crowded market.Don't forget to subscribe, rate, and leave a review! Let us know your thoughts on the episode and how you integrate faith into your leadership journey!

in this weeks episode of Insurance Town, the Mayor himself brings you insights and strategies to help grow your agency! In this special Town Hall episode, we are joined by Bradley Flowers of Portal Insurance. Bradley is a master at building referral relationships with lenders and realtors, and today he's sharing his game-changing strategies with our community.If you've ever felt stuck working with realtors who don't close deals or lenders who don't deliver, this episode is for you! Bradley has cracked the code on how to identify and partner with the right referral sources—and he's giving us the full playbook.Key Takeaways:Stop Wasting Time: How to avoid partnering with lenders and realtors who don't deliver.Data-Driven Referrals: How Referral Radar can identify high-value partners already sending business to insurance agents.Strategic Integrations: How to plug Bradley's system directly into your CRM/AMS to streamline follow-ups and maintain relationships.Predictive Analytics: Learn how to use real-time data to find lenders and agents that are most likely to work well with your agency.Relationship Building: Tips for long-term success in leveraging referral partners to grow your book of business.Why You Should Listen:Bradley Flowers has found a way to make referral partnerships strategic rather than random. This episode will teach you how to work smarter, not harder—so you can spend less time chasing and more time closing deals.Episode Resources:Learn more about Bradley Flowers and his work at Portal InsuranceCheck out Referral Radar to discover the best referral sources in your areaMissed the live Town Hall? Catch the full replay here: [Insert Link]Connect with Us:Follow Insurance Town on [LinkedIn]Subscribe to the podcast on [Apple Podcasts], [Spotify], and [Google Podcasts]Got feedback or want to suggest a guest? Reach out at [Insert Contact Info]Special Thanks:Big shoutout to our sponsors for making this Town Hall possible:SMART CHOICE – Helping agents grow their business with the right partnerships.Canopy Connect – The easy way to gather insurance data.Olde School Marketing – Personal and powerful branding for your agency.Tune in, take notes, and let's grow your referral network the right way! Enjoy the episode!

In this re-aired episode of Insurance Town, the Mayor sits down with former NFL player turned inspirational speaker and business coach, Marcus Ogden. This is one of our most powerful and motivating conversations, and we wanted to bring it back for those who missed it—or need to hear it again.Marcus shares his incredible journey from playing in the NFL to hitting rock bottom, working as a custodian for $8/hour, and ultimately rising again to become a highly sought-after speaker and leadership coach. His story is raw, real, and absolutely packed with lessons for agency owners, producers, and anyone striving to lead with purpose.

In this episode of Insurance Town, host Heath Shearon sits down with Kevin Koone, a well-respected insurance professional with a fascinating career journey. Kevin shares how he transitioned from aspiring to work in the medical field to making his way through GIS mapping, janitorial work, and eventually finding his place in the independent insurance space.Heath and Kevin discuss:;✅ The challenges of commission-based sales and how he navigated early struggles.✅ High-net-worth clients—how he got into that niche and what makes them different.✅ How to handle tough conversations about rate increases and policy changes.✅ The importance of empathy, education, and building lasting client relationships.✅ The evolving role of leadership in independent agencies and the difference between personal and commercial lines service styles.Kevin also shares personal insights on faith, family, and the value of time in today's fast-paced world. Whether you're a seasoned agent or just starting, this episode is packed with real-life lessons and industry wisdom.Sponsors:A big thank you to our sponsors for making this episode possible!Smart Choice: Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs.Canopy Connect: Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency's processes.Olde School Marketing: For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game!

In this exciting episode of Insurance Town, The Mayor, sits down with Ricky Brito of Agent Brokers United (ABU) to talk all things networking, trade shows, and building relationships in the insurance industry. Ricky shares his journey from manual labor to becoming a key player in the insurance event space and how ABU is changing the game for agents and brokers nationwide.We also take a deep dive into the ABU National Insurance Trade Show Convention coming up in Las Vegas at Planet Hollywood on April 24-27, 2025. Ricky lays out what attendees can expect—from the Chris DeJune Memorial Golf Tournament to a packed lineup of keynote speakers, networking opportunities, and after-hours events.Key Takeaways:✔️ The Power of Networking – Why building relationships is key to success in the insurance industry.✔️ ABU Trade Show Breakdown – Everything you need to know about the upcoming ABU National Insurance Trade Show Convention in Las Vegas.✔️ Maximizing Your Conference Experience – Pro tips on how to make the most of your time at trade shows and industry events.✔️ The Importance of Follow-Up – How to turn new connections into lasting business opportunities.✔️ The Fun Side of Conferences – From golf tournaments to exclusive after-hours parties at the Wynn Las Vegas, there's more to industry events than just business.Event Details & Registration:

Ledgebrook is transforming the commercial insurance industry with a technology-driven approach that prioritizes speed and service for wholesale brokers. With $50 million in funding, the company has rapidly scaled to a $100 million run rate in less than two years since writing its first policy. In this episode of Category Visionaries, I spoke with Gage Caligaris, CEO and Founder of Ledgebrook, about his journey from spending nearly a decade as an actuary at Liberty Mutual to launching an insurtech startup focused on making commercial insurance quoting faster and easier. Topics Discussed: Ledgebrook's mission to bring faster quoting experiences to wholesale brokers The 14-month journey from founding to writing their first insurance policy Scaling from 30 to nearly 100 employees in just one year Reaching $100 million run rate within 19 months of their first policy The company's expansion strategy of rapidly launching new insurance products Building a distributed team culture that remains connected and engaged The E&S (Excess and Surplus) insurance market opportunity exceeding $100 billion   GTM Lessons For B2B Founders: Simplify your value proposition: Ledgebrook succeeded by focusing on two clear promises: being the fastest to quote and the easiest to do business with. Gage explained, "Fast and cheap is what they like. We'd prefer to be fast over cheap." B2B founders should identify the 1-2 most critical pain points in their industry and build their entire value proposition around solving them. Choose boots-on-ground engagement over flashy marketing: Despite their rapid growth, Ledgebrook has minimal formal marketing. Instead, their underwriters travel two weeks each month to visit brokers in person. "We're in our broker's offices... instead of a marketing campaign, it's a boots on the ground approach," Gage shared. For B2B startups, prioritizing direct customer engagement can be more effective than traditional marketing campaigns. Maintain consistent service delivery: Ledgebrook built their reputation by simply delivering on their promises consistently. "We kept showing up, right? We kept coming back with those fast quotes, we kept picking up the phone," noted Gage. B2B founders should recognize that reliability and consistency are powerful differentiators in markets where competitors often overpromise and underdeliver. Integrate customer-facing and technical teams: Ledgebrook has tech team members do regular "ride-alongs" with underwriters to see how their products are actually used. This collaboration ensures they build the right features and move faster. B2B founders should create structured opportunities for engineers and product teams to directly observe customer interactions. Leverage referral recruiting for growth: Ledgebrook has scaled their team primarily through employee referrals. Gage shared, "People are like, man, I'm having a blast here. Let me bring my friends." Creating a workplace where employees genuinely enjoy their work can transform your hiring process, especially when scaling rapidly. //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co

In this episode of Insurance Town, Heath Shearon sits down with Kimiko Donahue, an insurance pro who has done it all—captive agent, independent agency owner, carrier rep, and now a coach helping business owners find their path.What You'll Learn in This Episode:

In this episode of the Ridiculously Amazing Insurance Agent Podcast, we're diving into Commercial Insurance Communication Templates—the ultimate tools for independent insurance agents looking to save time and enhance client communication!

In this captivating episode of the Insurance Town Podcast, Mayor Heath Shearon welcomes the tech-savvy and insightful Mike Todasco. Known for his rich background in innovation and technology, Mike shares his journey from working at PayPal to becoming an expert in generative AI.Together, they dive deep into how AI is transforming industries, including insurance. Mike explains the disruptive journey of PayPal, the evolution of mobile payments, and the strategic pivots that kept the company at the forefront of digital transactions. The conversation then shifts to the power of AI and its incredible potential to revolutionize the way agencies operate.From comparing insurance policies to streamlining daily tasks, Mike and Heath explore innovative AI use cases that can simplify processes and enhance customer experiences. Whether you're an AI skeptic or already experimenting with ChatGPT, this episode is packed with practical ideas and inspiration to take your agency to the next level.Key Takeaways:AI's Role in Business Evolution: How PayPal leveraged AI and technology to transform digital payments.Generative AI in Insurance: Practical use cases for streamlining policy comparisons and enhancing customer communication.Embracing Technology: Why insurance agencies should overcome tech hesitancy to stay competitive.Personalized AI Applications: How to tailor AI tools to fit your agency's unique needs and voice.Sponsors:A big thank you to our sponsors for making this episode possible!Smart Choice: Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs.Canopy Connect: Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency's processes.Olde School Marketing: For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game!Tune in now to discover how AI can transform your agency and learn from one of the industry's brightest minds!

"Most agencies waste money on Google Ads because they don't know what they don't know." – Josh MonenWhat's in this episode:Google Ads can be a goldmine for commercial insurance leads, but only if you know how to use them correctly. The reality is that most insurance agencies waste thousands of dollars because they do not understand targeting, landing pages, or ad optimization. In this episode of The Insurance Buzz, Michael and Courtney Weaver sit down with Google Ads expert Josh Monen to break down the biggest mistakes agents make with paid ads, how to avoid wasted ad spend, and the exact strategy to turn clicks into real policies. Josh reveals why most insurance agencies fail with Google Ads and how to fix it, the best commercial insurance niches to target for maximum ROI, the number one mistake agents make when setting up ad campaigns, and how to scale without burning through a budget. If you are serious about generating high-quality commercial insurance leads with Google Ads, this episode is a must-listen.[00:01:00] – Why most agencies struggle with Google Ads[00:03:00] – Picking the right business niche for commercial insurance[00:05:00] – How to check if your carrier has an appetite for commercial[00:07:00] – Google Ads vs. SEO: What's the real difference?[00:09:00] – How much does it actually cost to run ads?[00:12:00] – The #1 mistake that's costing agents thousands in wasted ad spend[00:15:00] – Why you need a dedicated landing page (not your homepage!)[00:18:00] – What to ask before hiring a marketing vendor[00:22:00] – How long it really takes to get traction with Google Ads[00:26:00] – Why some agencies fail and others win big with ads[00:30:00] – How to measure ROI and scale commercial ad campaigns[00:32:00] – Where to connect with Josh Monen & free resourcesFollow Josh: Website: https://insfunnels.com/LinkedIn: https://www.linkedin.com/in/joshuamonen/Free Guide:  5 Fatal Google Ad Mistakes Insurance Agencies MakeRESOURCES + LINKSWatch the full episode on YouTube: HERENEW BOOK: "Quote 3: How to Make Multiple 6 Figures in Any Sales Organization"Transform your sales with proven strategies that have helped achieve massive success.

Gertha "Gigi" Jean is the CEO of One Way InsuranceGroup and Founder of BLB Global Consulting, in Seaford, DE and specializes in Commercial Insurance solutions for Non-Profit organizations. A product of a Haitian household living in the Bahamas, she was raised in a home with no indoor plumbing or electricity. With childhood dreams of becoming a Broadway performer, she decided to honor her parents' dream of pursuing education after the passing of her father. While in college, she began working for a localinsurance agency, helping to translate for French and Creole speakers for the agency owners. Gigi found herself enjoying the conversations and decided to pursue a career in the industry, eventually opening an agency with her husbandwhile pregnant with her first child. Nearly a decade later, she runs a thriving family-owned firm, has become a thought leader, influencer, and a mentor to others who want to maximize brand authenticity, using her creativity andexpertise to shine a new light on the most underrated industry in business today... All because she got a license.  One Way Insurance Group Website: https://www.onewayinsurancegroup.comOne Way Insurance Group Instagram: https://www.instagram.com/o.w.i.g/BLB Global LinkedIn: https://www.linkedin.com/company/blb-globalLinkedIn: https://www.linkedin.com/in/gertha-jean YSGAL Podcast is the number #1 source for anyone looking to learn about or join the most underrated opportunity in business today...a career in the Insurance industry. Get educated, motivated, and inspired for your journey, as you learn How and Why..."You Should Get A License"Get the Book: 'You Should Get A License' https://a.co/d/cgjRqNTHost Social Media: IG: https://www.instagram.com/ysgetalicense/Tik Tok: https://www.tiktok.com/@ysgetalicenseLinkedIn: https://www.linkedin.com/company/78299851 Rod's Social Media IG: https://www.instagram.com/therodpowell/LinkedIn: https://www.linkedin.com/in/jarrard-a-rod-powell-sr-86801616/About me: Greetings! My name is Rod Powell. I'm an insurance and financial services professional and Author, and University Professor based in the DMV. I'm multi-state licensed in Life & Health and Virginia licensedin Property & Casualty Insurance, a Chartered Life Underwriter, Registered Employee Benefits Consultant, and a Commercial Lines Coverage Specialist. This channel is not for me to offer my services directly, but to educate you oncareers in the industry that has allowed me to bring a ton of value to others and has been very good to me as well. Hope you enjoy and heard something that makes youthink..."You Should Get A License"

In this episode I just want to say thank you and to make an announcement or two !! Please take a few minutes to subscribe and download this little episode for future listen if ya want but make sure you do. We have some big things coming up here in Insurance town! Love you all! thank you all !! See you soon ! Sponsors:A big thank you to our sponsors for making this episode possible!Smart Choice – Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs.Canopy Connect – Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency's processes.Olde School Marketing – For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game!

Many insurance agents are missing a huge opportunity in the commercial insurance space, and CEO of London Underwriters, Dan Feigenbaum breaks that down in this episode of Coterie Insurance's podcast, And I Quote.In this episode of the 'And I Quote' podcast, Christine Morrison speaks with Dan Feigenbaum, CEO of London Underwriters, about the evolution of insurtech and its impact on the insurance industry. They discuss the challenges faced by agents in selling small commercial insurance, the role of Coterie in simplifying the process, and the importance of small business insurance. The conversation also touches on the future of technology enabled MGAs and insurtech, and the necessity of maintaining a human element in the technology-driven insurance landscape.Follow Dan on LinkedIn: https://www.linkedin.com/in/danielfeigenbaum1/Follow Christine on LinkedIn:https://www.linkedin.com/in/christine-morrison-aa753463/Learn more about London Underwriters: Website: https://www.londonuw.com/LinkedIn: https://www.linkedin.com/company/london-underwriters-llc/Learn more about Coterie Insurance:LinkedIn: https://www.linkedin.com/company/coterieinsuranceWebsite: https://coterieinsurance.com/Facebook Community: https://www.facebook.com/groups/coterieinsuranceagentsuniteChapters:00:00 Introduction to InsureTech and Its Evolution04:47 Challenge: Insurance Agents moving from personal lines to commercial lines06:03 Challenges for Agents in Small Commercial Insurance09:41 Coterie's Role in Simplifying Commercial Insurance15:52 The Importance of Small Business Insurance18:27 Future of InsureTech and LU1 Platform27:32 The Human Element in Insurance TechnologyKeywords:InsureTech, small commercial insurance, Coterie, London Underwriters, insurance agents, technology adoption, future of insurance, digital transformation, insurance marketplace, small business insurance

In this episode of Insurance Town, host Heath Shearon sits down with Brenden Corr to catch up on life, career changes, and the powerful work he's doing with Project 55—a mental health initiative focused on supporting employees in the insurance industry.Brenden shares insights into his transition from Lost Run Pro, the importance of prioritizing family, and his passion for mental health advocacy in the workplace. The conversation takes a deep dive into how mental health affects insurance professionals, especially during challenging market conditions.Key Takeaways:Life Updates from Brenden Corr – Moving from Lost Run Pro and what's next.The Reality of Small-Town Montana – Why locals have mixed feelings about Yellowstone.Understanding Project 55 – A movement aimed at providing free mental health resources to insurance professionals.Workplace Mental Health Awareness – Why leaders need training to support their teams effectively.The Hard Market's Mental Toll – How insurance agents, CSRs, and account managers can manage stress.Breaking the Stigma – Heath and Brenden discuss generational shifts in mental health conversations.About Project 55Project 55 is designed to bridge the gap between mental health struggles and access to help, offering:Free resources for mental health education.A community forum for peer support.A first responder training program for agency leaders to better support employees.Check it out: Project55.orgFinal ThoughtsMental health isn't a weakness, and you're not alone. Whether you're struggling with tough client conversations, workplace stress, or personal challenges, help is available.

In this episode of Insurance Town, host Heath Shearon sits down with Kyle Kuest, a dynamic sales professional at Vertafore, to talk about his unique journey from ministry work to the world of insurance technology sales. Kyle shares how his background in the church, his passion for history, and his experience in teaching shaped his approach to sales, customer service, and leadership.Kyle and Heath discuss:✔️ Lessons from Ministry & Teaching – How active listening, empathy, and organization play a vital role in sales.✔️ Sales Strategies in a Hard Market – Why agencies should focus on organization, proactive communication, and leveraging technology.✔️ The Power of Workflow & CRM – How AgencyZoom and Vertafore's management systems help agencies streamline their processes.✔️ Overcoming Challenges – Advice for insurance professionals navigating the current market.✔️ The Importance of Community & Collaboration – Why independent agencies should work together rather than compete in isolation.Kyle also shares his winning strategies that helped him earn awards in his first year at Vertafore and provides practical tips for insurance professionals looking to level up their sales game.Connect with Kyle Kuest:

In this episode of Insurance Town, Mayor Heath Shearon sits down with his good friend and insurance powerhouse, Ariel Rivera, the newly appointed President of PIA National. Ariel shares his journey, the responsibilities of his new role, and how he's embracing the challenges of leadership in the independent insurance world.Episode Highlights:✅ Ariel's Journey to Leadership – From starting in the industry to becoming the youngest-ever PIA National President, Ariel reflects on his path and what drives his passion for the independent agency space.✅ What PIA Does for Agents – Ariel breaks down the advocacy, education, and networking opportunities PIA provides, and why agents need to be engaged to reap the full benefits.✅ Hard Market Realities – Ariel and Heath discuss the ongoing hard market, its impact on independent agents, and what agents can do to navigate these challenging times.✅ Advocacy Matters – Hear Ariel's firsthand experience testifying before Congress about flood insurance reform, and why agents need to be aware of legislative issues affecting the industry.✅ Cyber Insurance & RGS – Ariel shares his work with RGS, helping agencies provide cyber coverage solutions in a rapidly evolving digital landscape.✅ Stronger Together – The importance of unity and collaboration in the insurance space, and how the PIA is growing stronger through collective action and support.Heath and Ariel bring the energy, passion, and love for the industry in this episode—one you don't want to miss!Sponsors:A big thank you to our sponsors for making this episode possible!

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In this episode the Mayor, interviews his new friend Caleb Burkey, and experiences a light bulb moment!  We really hope you do as well. This one is a game changer on so many levels. If you want to actually understand Parametric Insurance AND get to eaves drop on a great conversation, press play now. This one is a good one.Sponsors:Smart Choice Insurance Canopy ConnectOlde School Marketing

Commercial Insurance: Protecting Your Business Legacy With Engaging Tips from an Insurance Specialist | The Mills Knows Bills Podcast Episode 37, Season 5 Link to video podcast episode: https://youtu.be/r2iIjRHSod0 Welcome to Season 5 of The MKB Podcast! Host Mills Bender, founder and CEO of Mills Knows Bills, discusses strategies for business owners and variable income earners to manage their finances effectively. Let's get to those burning financial questions! In this season premier episode, Mills welcomes Jeff Rountree, an expert in commercial insurance, to discuss the importance of insurance for business owners. They dive deep into the significant role that insurance plays in protecting businesses, especially those with variable incomes, and how it helps to mitigate risks. Jeff shares his extensive experience and explains various types of insurance coverages, including Employment Practices Liability Insurance (EPLI) and the innovative concept of Captive Insurance. The episode also covers practical advice for business owners on when to review insurance policies, how to handle new hires, and the considerable advantages of being proactive about insurance. With an engaging discussion and useful tips, this podcast is a must-listen for any business owner looking to safeguard their financial future. To connect with Jeff: Website: https://www.therountreeagency.com/ Office phone: 904.539.4637 Do you have your own burning financial question for Mills or the MKB team? Email: info@MillsKnowsBills.com Website: https://MillsKnowsBills.com Instagram: https://instagram.com/@millsknowsbills LinkedIn: https://www.linkedin.com/company/mills-knows-bills Subscribe to our YouTube channel for the latest from The Mills Knows Bills Podcast and MKB: https://youtube.com/@MillsKnowsBills 00:00 Introduction to The Mills Knows Bills Podcast 01:04 Season Kickoff and New Format 01:34 Guest Introduction: Jeff Rountree 01:53 Jeff's Journey into Insurance 04:47 Understanding Business Insurance 06:42 Common Insurance Mistakes 10:39 Advice for Business Owners 28:52 Captive Insurance Explained 34:51 Contact Information and Conclusion #financialpodcast #millsknowsbills #podcast #entrepreneurfinances #variableincome #insurance #commercialinsurance #businessinsurance

Replay Episode !! This week In Insurance Town the Mayor sits down with his good friend Becky Monfre, VP of Digital Accounts at Coterie Insurance. Becky Monfre, joins us in Insurance via the Vertafore Insurance Podcast. to talk about how Coterie is making small commercial Insurance easier. She has been in the industry her entire career and understands the value of speed and efficiency for commercial insurance.  As the head of digital distribution, she loves helping agents to embed small commercial insurance capabilities on their website. Becky and the Mayor talk about everything from Raising Kids to Growing small commercial insurance and even get into some Hot takes along the way... Sponsors:Smart ChoiceCanopy Connect Olde School Marketing 

Welcome to Show Me The Money Club live show with Sergio and Chris Tuesdays 6pm est/3pm pst.

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Lorin Montgomery, Vice President of Brown & Brown Insurance. Lorin and Teresa talk about how to build relationships, educate and build a business in this crazy market Key Topics: Lorin's transition from Liberty Mutual to Brown & Brown Insurance. Challenges of rising costs and stricter policies in today's hard market. Importance of client education to address market changes and build trust. Proactive strategies like year-round communication and consultative advising. Networking tips for building credibility and finding niche markets. Benefits of focusing on larger clients for efficiency and relationship depth. Managing client emotions and expectations during difficult renewals. Connect with: Lorin Montgomery Teresa Kitchens Visit Websites: Brown & Brown Insurance Sterling Insurance Group Produced by PodSquad.fm

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Lorin Montgomery, Vice President of Brown & Brown Insurance. Lorin and Teresa talk about how to build relationships, educate and build a business in this crazy market Key Topics: Lorin's transition from Liberty Mutual to Brown & Brown Insurance. Challenges of rising costs and stricter policies in today's hard market. Importance of client education to address market changes and build trust. Proactive strategies like year-round communication and consultative advising. Networking tips for building credibility and finding niche markets. Benefits of focusing on larger clients for efficiency and relationship depth. Managing client emotions and expectations during difficult renewals. Connect with: Lorin Montgomery Teresa Kitchens Visit Websites: Brown & Brown Insurance Sterling Insurance Group Produced by PodSquad.fm

In this episode of The Insurance Town Podcast, host Heath Shearon sits down with Teresa Kitchens, a dynamic agency owner and podcaster, to explore her remarkable journey of resilience, leadership, and transformation both personally and professionally.Key Highlights:Facing and Overcoming Adversity: Teresa shares deeply personal experiences, including her children's mental health struggles and navigating divorce, while balancing business challenges. These life-altering events shaped her leadership philosophy and the structure of her agency.Virtual Agency Model: As a pioneer of virtual operations, Teresa discusses the motivations behind creating a remote-friendly business and the positive impact it's had on her team and culture.Leadership and Team Development: Insights into fostering a collaborative and accountable team culture, where members are supported through challenges and empowered to lead.Personal Growth and Mindset Shifts: How self-reflection, books like John Acuff's Start, and introspection allowed Teresa to transform her fears into stepping stones for growth.Blended Family Dynamics: A candid look into the ups and downs of second marriages and blended families, with lessons on communication, compromise, and perseverance.Building Strong Client Relationships: Teresa emphasizes the importance of humanizing client interactions, understanding their struggles, and aligning business operations with empathy.Memorable Quotes:“Our fears were creating everything we didn't want, but acknowledging them allowed us to grow beyond them.”“As a leader, you must give your team space to heal and grow. Honor their journey—it strengthens the entire organization.”I love interiewing other podcasters its so fun, Listen to her podcast, Power Women in Insurance, where she uplifts voices and stories of women in the insurance industry.Sponsors: A big thank you to our sponsors for making this episode possible!Smart Choice: Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs.Canopy Connect: Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency's processes.Olde School Marketing: For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game!

2024 was once again a transformative year for The Insurance Podcast. We were at more events than ever, we met more people than we can remember and produced more content including videos from some of our events and interviews. In this episode:A review of the year by the hostsFavorite people we met and talked toInterview quotes that all seem to align to where the industry is going and how to get thereOur wish list of trends for 2025Some stories (not incriminating)Industry analysisSit back and take in the year that was through events and guests, thoughts and perspectives and tell us what you want to see, hear and experience for 2025!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 Insurance Town Podcast, host Heath Shearon welcomes back a beloved guest, Tolga Tezel, CEO of Canopy Connect. Together, they dive deep into how Canopy Connect is transforming the insurance industry with its innovative "one-stop intake platform." From simplifying customer interactions to delivering enriched data, Canopy Connect is helping agents and agencies save time, improve client engagement, and ultimately win more business.Tolga shares the journey of Canopy Connect, highlighting significant updates over the past year, including their expansion into customizable forms, third-party data integration, and advanced tracking for leads. He also emphasizes the importance of simplicity, storytelling, and client feedback in building a successful company. With practical insights for both startups and seasoned agencies, this conversation is a must-listen for anyone looking to elevate their insurance game.Key Takeaways:Evolution of Canopy Connect: From a tool for retrieving deck pages to a comprehensive insurance intake platform that integrates directly into agency workflows.Customizable Solutions: Agencies can now create tailored forms for specific niches, making the client onboarding process seamless and efficient.Integration with Third-Party Data: Access to drivers' licenses, property data, and more, eliminating the need for tedious manual entry.Tracking Wins and Losses: New tools allow agencies to analyze their lead conversions and follow up effectively.Focus on Fundamentals: Tolga's key lesson from the past five years is to stay customer-focused, iterate quickly, and keep processes simple.Quotable Moments:“Never fall in love with your solution; fall in love with the problem.” – Tolga Tezel“This platform meets consumers on their terms, whether it's uploading documents, connecting accounts, or filling out forms.” – Tolga Tezel“Canopy Connect saves agents hours by turning 30 to 45 minutes of data entry into just seconds.” – Heath ShearonSponsor Shoutouts:A big thank you to our sponsors for making this episode possible!Smart Choice: Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs.Canopy Connect: Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency's processes.Olde School Marketing: For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game!

Episode Title: Unlocking Hidden Value in Life Insurance Policies with Rob HaynieIn this episode of the Insurance Town Podcast, host Heath Shearon sits down with Rob Haynie, Managing Director and co-owner of Life Insurance Settlements, Inc. Rob shares his fascinating journey into the life settlements industry, starting in the early 1990s, and offers insights into how life insurance policies can provide unexpected financial benefits.What You'll Learn in This Episode:The Origin of Life Settlements: Rob recounts how viatical settlements began as a way to help terminally ill patients use their policies for medical expenses and evolved into the life settlements market we know today.The Power of Education: With billions of dollars in death benefits lapsing each year, Rob emphasizes the importance of educating policyholders about alternatives like life settlements.The Mechanics of Life Settlements: Learn how life settlements work, who the buyers are, and how these transactions provide policyholders with cash that can significantly exceed surrender values.Creative Uses for Settlement Proceeds: Rob shares heartwarming stories of clients using settlements to create lasting memories or fund retirement and healthcare needs.The Role of Advisors: The episode discusses how insurance agents, financial planners, and estate attorneys can help clients explore life settlement options, ensuring they make informed decisions.Key Takeaways:Life settlements can provide seniors with financial freedom, enabling them to fund long-term care, pay off debt, or support family members.Rob's mantra, “Putting life back into life insurance,” highlights the potential to use life insurance for more than just a death benefit.Whether you're a policyholder or an advisor, asking questions and exploring options is critical to making the best financial decisions.About Rob Haynie:Rob is a veteran in the life settlements industry and has served on the board of the Life Insurance Settlement Association for over 20 years. He recently received a prestigious leadership award for his contributions to the field.Sponsors:A big thank you to our sponsors for making this episode possible!Smart Choice: Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs.Canopy Connect: Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency's processes.Olde School Marketing: For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game!

In this weeks episode the Mayor sits down with his good friend, David Vercillo. David Vercillo works as an agent at The Fedeli Group, a large family owned insurance agency in Cleveland Ohio.  The Fedeli Group specializes in providing quality insurance products and high-level risk management services. As a former sales coach with the Pacesetter program.  Heath and David break down what made the Pacesetters program so successful and what it takes to become a successful producer in todays market. Sponsors:A big shoutout to our amazing sponsors for making this episode possible:Smart Choice: Your go-to partner for independent insurance agents.Canopy Connect: The easiest way to gather insurance data directly from clients.Olde School Marketing: Helping agencies stand out with custom branding and marketing solutions.

Welcome to Show Me The Money Club live show with Sergio and Chris Tuesdays 6pm est/3pm pst.

In this weeks episode of Insurance Town I had the honor and privilege of interviewing my good friend and Brother from another mother Brian Thompson of Descartes Underwriters. We talk about all things Parametric Insurance. I have to admit I've been in this industry a long time and I've also had the privilege of interviewing a lot of insurance professionals, but I had not one clue about parametric insurance, Until now!!Brian is so good at breaking this down for me, and for you the audience, I am so thankful he stopped by and hung out with me for a little bit. We laughed and learned alot today! Sponsors:A big shoutout to our amazing sponsors for making this episode possible:Smart Choice: Your go-to partner for independent insurance agents.Canopy Connect: The easiest way to gather insurance data directly from clients.Olde School Marketing: Helping agencies stand out with custom branding and marketing solutions.

Join the Mayor of Insurance Town, Heath Shearon, as he sits down with Jacob Bolton to dive deep into his fascinating journey from aspiring professional athlete to a prominent figure in the insure-tech world. Jacob shares his experiences, insights, and lessons learned from his time in collegiate baseball, how he transitioned into the insurance industry, and his passion for technology's role in modernizing agencies.Key Highlights:Jacob's Backstory: From his time at Eastern Michigan University as a baseball player to navigating career shifts after injuries derailed his pro-sports aspirations.Parallels Between Sports and Insurance: How lessons like overcoming adversity, staying organized, and dealing with failure shaped Jacob's approach to work in the insurance industry.Tech Talk: Jacob's perspective on the transformative power of insure-tech tools like CRMs, automation, and AI in helping agencies thrive.Debunking Myths About Technology: Why tech isn't replacing agents—it's enhancing their capabilities.Sales Wisdom: Jacob shares his “detachment from the outcome” sales philosophy, inspired by Josh Braun, and how it helps build trust and lasting relationships with clients.Emerging Trends in AI: Jacob's take on tools like Lavender, ChatGPT, and the future role of AI in streamlining processes, from client communication to task automation.Quotable Moments:

Flow is revolutionizing commercial insurance wholesaling through AI-powered operations, focusing on bringing enterprise-grade service to small and mid-market accounts. With $20.6M in funding, Flow has developed a system of AI agents that help brokers streamline every step of the insurance placement process, from submission structuring to policy analysis and comparisons. Topics Discussed: Flow's evolution from a platform-based solution to an AI-enhanced email-first approach The critical role of wholesale brokers in commercial insurance Challenges and opportunities in serving small and mid-market accounts How AI technology enables superior service delivery in insurance The importance of human expertise alongside technological innovation Marketing strategies in B2B insurance technology GTM Lessons For B2B Founders: Listen to how customers want to work: Flow initially built a platform requiring users to log in, but discovered clients preferred email. Rather than forcing behavior change, they adapted their solution to work within existing workflows while adding AI-powered efficiency behind the scenes. Focus on underserved segments: By targeting small and mid-market accounts that traditional wholesalers found unprofitable, Flow created a compelling value proposition. Their AI-driven approach made these segments economically viable while delivering superior service. Product-market fit requires deep industry understanding: Despite having a working product and paying customers, Flow didn't achieve true product-market fit until they understood the fundamental role of expertise and guidance in wholesale insurance. Cold outreach can work with the right approach: After initial failed attempts at cold emails, Flow found success by having messages come from existing brokers rather than generic company accounts, demonstrating the continued importance of relationships in B2B sales. Build for the frontline decision-maker: Flow recognized that their success depends on winning the mental battle when brokers decide how to place business. By focusing on the frontline teams' needs, they've created a compelling service that drives organic growth.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co    

In this episode of the Insurance Town Podcast, Mayor Heath Shearon sits down with Mike Mathwig, and they discuss how he "lucked" into becoming a Multi-millionaire through hard work and mergers and acquisitions. Whether you're considering selling your agency, growing through acquisition, or simply curious about the dynamics of agency sales, this episode delivers the goods.Episode Highlights:Mike kicks off by sharing his early career journey, from an internship at Northwestern Mutual to stints in banking and back to the insurance industry. His story showcases the twists and turns that can lead to discovering your true professional passion. Mike talks about the sell of his agency,  offering a behind-the-scenes look at how these deals are structured. He breaks down the key factors agency owners should consider before making the leap, including valuation, timing, and buyer compatibility. Heath and Mike discuss the importance of building strong relationships during the M&A process. Mike emphasizes how trust and transparency between buyers and sellers can make or break a deal.Preparing for Sale: Mike shares actionable advice for agency owners to maximize their agency's value, including cleaning up financials, developing strong processes, and showcasing growth potential. The conversation takes a big-picture turn as Mike discusses trends in the insurance market and how M&A activity is shaping the future landscape.Key Takeaways:Plan Ahead: Mike outlines why a well-prepared agency is more attractive to buyers and how owners can start planning years in advance for a successful sale.Understand Your Value: He explains what factors most influence an agency's valuation and how to position your business for top-dollar offers.Know Your Buyer: Not all buyers are created equal—Mike highlights the importance of finding the right fit, whether it's a private equity firm, aggregator, or local competitor.Train your kids up right: he talks about the lessons he is teaching his kids and the next generation about building your own generational wealth. Episode Quote:"Selling an agency isn't just about the numbers—it's about finding a partner who aligns with your values and vision for the future." – Mike MathwegSponsors:A big thank you to our sponsors for making this episode possible!Smart Choice: Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs.Canopy Connect: Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency's processes.Olde School Marketing: For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game!

Magdalena is a Senior Director and Global InsurTech Innovation Leader at WTW's Insurance Consulting and Technology (ICT). She leads ICT's inorganic growth strategy as well as its interaction with the external insurtech ecosystem globally. She joined the firm as a Senior Economist at Watson Wyatt's Research and Innovation Center in 2005. She has 20+ years of experience in R&D and international strategy consulting and was WTW's Global Head of Research and Analytical Services. Magda holds a M.Sc. in math. Finance and a PhD in Quantitative Economics and Finance. She also holds a professional certificate on Innovation from the MIT Professional Education Program. For the past 10 years she has been solely focused on innovation and strategic consulting for the Insurance Industry, especially around digital transformation, advanced analytics, blockchain, emerging risks and #insurtech. She was among the first to publish and discuss blockchain in the context of insurance and has focused almost exclusively on helping the insurance industry to understand and deploy new technologies since 2014. She is a well-recognized thought leader in insurtech and the implications of new technologies for the risk transfer industry. She has been a prolific public speaker in the past 10 years and in the past couple of years alone, Magda has had over 100 public speaking engagements specific to insurtech and blockchain at various international conferences and summits. She has also published multiple articles, blogs, interviews and audio/visual media on the topic. She sees herself as a blockchain and technology governance crusader and devotes significant time to educational activities, ranging from workshops for executives to sessions at elementary schools and trainings to empower #womenintech. Her main areas of expertise include blockchain, technology and innovation, advanced analytics, MNC internationalization and innovation strategies, emerging markets, global governance, macroeconomic and socio-political risks.  Further, Magdalena has 14 years of teaching experience at European (Germany, UK) and Latin American universities. She also led many research projects for multilateral organizations on microinsurance, financial inclusion and innovation, including pre-2009 projects on alternative currencies. Highlights from the Show Note This episode is brought to you by The Future of Insurance thought leadership series, available globally from Amazon in print, Kindle and Audible audiobook. Follow the podcast at future-of-insurance.com/podcast for more details and other episodes. Music courtesy of Hyperbeat Music, available to stream or download on Spotify, Apple Music, and Amazon Music and more.

In this episode of the Insurance Town Podcast, Mayor Heath Shearon sits down with the dynamic Keith Harrison to talk about fun in the workplace, the importance of passion, and the journey that led Keith to where he is today. From LinkedIn connections to the power of networking, Heath and Keith dive deep into the sales process and the ideas and strategies he trains on all over the world.   Keith shares insights on finding joy in daily tasks, the philosophy of providing value over price, and some practical advice for making work feel less like work. Check this one out and hear more about:Building a Career on Passion – Both Heath and Keith explore the idea that if you love what you do, “you'll never work a day in your life.”Keith shares practical sales tips that work Keith workings with agencies all over the world to bring sales game changing sales process to the tableHow his simple and easy steps can help you turn your CRM into an even more valuable member of your sales teambuilding a sales culture in your agency second to noneEpisode Sponsors:Smart Choice – Helping independent agents grow and succeed with tools and support that make running an agency easier.Canopy Connect – The ultimate insurance verification tool, allowing agents to streamline data collection and focus on building client relationships.Olde School Marketing – Your go-to partner for customized marketing solutions in the insurance space, from print to digital.Next Steps:Tune in, subscribe, and reach out with feedback or topic suggestions. Don't forget to check out our amazing sponsors for tools and resources that can help elevate your agency to the next level.

In this Episode the Mayor sits down with his buddy Bobby Touran, of Rainbow, the MGA built for Restaurants. The conversation covers Baabak Touran's background, and how the 2008 financial crisis led him and his friends to start a business that eventually became a major focus for him. Heath and Baabak exchange insights on resilience, adapting to change, and the power of entrepreneurship, particularly within challenging economic conditions. Together Mayor and Bobby dive into topics of personal and professional growth, the unpredictable paths that careers can take, and the importance of seizing opportunities—even in tough times.Episode Highlights:.:Insights for Aspiring Entrepreneurs: Reflecting on his experiences, Baabak offers advice for newcomers to the business world. His key message? Embrace the unknown, leverage your network, and never underestimate the power of persistence.Key Quotes:Empowering Small Businesses with Data: Rainbow's technology helps small agencies leverage data that's typically out of reach due to cost or complexity, leveling the playing field with larger competitors.Automation for Efficiency: Rainbow integrates automation tools that simplify time-consuming tasks. This means agents can spend less time on administrative work and more time building relationships and growing their business.Data Integration for Deeper Insights: Rainbow aggregates data from multiple sources, giving agencies a more holistic view of each client's needs, behaviors, and potential risks.Supporting Growth in a Changing Market: As the insurance industry evolves, Rainbow helps agencies stay agile, adapt to new trends, and respond to the ever-changing demands of their customers.In essence, Rainbow is helping insurance agencies modernize and grow by putting powerful, user-friendly data tools at their fingertips. It's an approach that not only helps businesses thrive but also improves client satisfaction—transforming the traditional insurance experience for the better.A big thank you to our sponsors for making this episode possible!Smart Choice: Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs.Canopy Connect: Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency's processes.Olde School Marketing: For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game! OldeSchoolmarketing.com 

In this solo episode, the Mayor of Insurance Town tackles a challenge we can all relate to—burnout. As the end of the year approaches, workloads ramp up, and burnout can feel like it's right around the corner. This episode is all about recognizing burnout, taking practical steps to beat it, and finding motivation to finish strong.The Mayor shares powerful burnout stats, signs to look out for, and real-world strategies that make a difference. From prioritizing tasks and setting work boundaries to celebrating small victories, this episode provides the tools to help you recharge, refocus, and wrap up the year with purpose. Tune in for encouragement, practical tips, and a motivational send-off to close out 2024 strong!Sponsors: Special thanks to our sponsors, who make this podcast possible and provide solutions that help you work smarter, not harder:Smart Choice: Supporting agents with access to top carriers, competitive commissions, and dedicated support to help grow your agency.Canopy Connect: The easy, secure way to collect client information quickly, helping you serve clients better and streamline your workflow.Olde School Marketing: Your go-to for customized, creative marketing solutions that give your agency the edge it needs to stand out.

On todays episode the mayor interviews good friend Eric Stien, who just finished writing his first book he says, this is a Blueprint for agencies looking to grow their agencies. He gives a lot of practical advice throughout the podcast on simple ways any agency can grow and take its agency to another level. Eric is the President at Insured Solutions, Inc, he is also a Podcast Host: Insurance shop talk and he has a lot to talk about here. Eric shares his inspiring story of taking his insurance agency from humble beginnings to strategic expansion, plus offers advice others can use to differentiate their agency, attract top talent, and adapt to changing customer expectations. This is a good one Buckle upSponsors:Smart ChoiceCanopy Connect Olde School Marketing

In this episode of the Insurance Town Podcast, the Mayor sits down with Caleb Cramer, an insurance pro who's always been on the move—both in the field and in his career. Caleb opens up about his journey in sales, how he's navigated his career path, and the exciting developments with his new job.They dive deep into the world of insurance sales, focusing on Caleb's sales philosophy, the challenges he's faced, and how he's built long-lasting client relationships that drive success. Caleb also drops some “insider tea” on what's going on with his latest role and what he's excited about for the future.Tune in to hear Caleb's candid thoughts on:Why Sales is Everything – How sales has shaped Caleb's career and why he believes every insurance professional should focus on mastering this craft.The Art of Relationship Building – His tried-and-true methods for developing trust and rapport with clients, and how it's helped him stand out in a competitive industry.The Next Chapter – Caleb spills the details about his exciting new job and what it means for his future (hint: he's not slowing down anytime soon).Key Takeaways:“It's not just about selling a policy, it's about solving problems.” – Caleb breaks down how his sales approach goes beyond transactions and into long-term partnerships.“You have to stay curious and adapt.” – Caleb shares how curiosity and a willingness to evolve have been critical to his ongoing success in the ever-changing world of insurance.“Sales is a relationship game.” – Why focusing on the human side of business makes all the difference.What's New with Caleb:Caleb teases some exciting news about his new role in the industry. Without giving too much away, he talks about his fresh start, what motivated the change, and how he plans to keep shaking things up in the insurance world.Quotes:“If you're not constantly refining your sales approach, you're already behind.” – Caleb Cramer“Every day I wake up thinking about how I can better serve my clients. The sales will come if you do that right.”Call to Action: Whether you're a seasoned insurance professional or just getting started, this episode is packed with insights you can use. Don't forget to subscribe, rate, and review the podcast, and share it with someone who could use a fresh perspective on sales and leadership.Sponsors:A big thank you to our sponsors for making this episode possible!Smart Choice: Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs.Canopy Connect: Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency's processes.Olde School Marketing: For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game!

In this weeks episode of Insurance Town, The Mayor welcomes good buddy Patrick McBride to the show. Patrick, a seasoned insurance professional, shares his journey, experiences, and insights on the industry's evolving landscape.Key Highlights:The Last Few Years in the Industry: Patrick reflects on how the last couple of years have been "wicked" due to the rapid changes in technology and the industry's shift towards innovation. He provides perspective on how to stay ahead amidst these changes.Staying Connected in a Changing World: The conversation shifts to the importance of maintaining relationships in the insurance world, especially in a post-pandemic landscape. Patrick talks about his strategies for staying connected with colleagues and clients while continuing to adapt to the evolving industry.Customer Service and Technology: The conversation digs deep into how the evolution of technology has transformed customer service in the insurance world. Patrick emphasizes the need for agencies to use tech to enhance the client experience—whether it's through automation or more personalized service. They discuss tools like AI chatbots, data analytics, and client portals, which not only make processes faster but allow for a more tailored approach. As Patrick points out: "The best tech makes great service feel effortless."Patrick shares a few stories where tech simplified otherwise complex processes for clients, noting how a quick turnaround and personalized communication helped retain customers. The duo also touches on the challenge of finding a balance between automation and the human touch. "At the end of the day," says Patrick, "clients still want to know there's a real person behind the scenes who cares about them."Rapid Fire Questions Segment: In a fun and fast-paced part of the episode, Heath puts Patrick in the hot seat with rapid-fire questions. Get ready for some hilarious and insightful moments as Patrick reveals:Favorite tech tool for improving customer service.Worst business advice he ever received.Favorite networking event (besides Indy Tech, of course!).Go-to grilling recipe—yes, there's a little cooking talk!And much more!Customer Service Tech Takeaways for Insurance Pros:Speed & Efficiency with Tech: Use technology to streamline repetitive tasks like policy changes, claims processing, and FAQs to free up more time for personalized client interactions.Human Touch: While automation is a game-changer, it's crucial to maintain a human connection for the moments that matter. Clients value tech for convenience but trust is built through real relationships.Data-Driven Personalization: Tools that provide data insights can help agents understand client preferences and needs, making their outreach and service more meaningful.Don't Miss:Laugh-out-loud moments from the rapid-fire segment.Patrick's take on the biggest customer service pitfalls and how to avoid them in today's tech-driven world.Takeaways for Insurance Professionals:Importance of attending industry events like Indy Tech to network and stay updated on new trends.How to stay agile and adaptive to change in a "wicked" industry.Strategies for staying connected with your professional network, even when you can't always meet in person.Don't Miss:Hilarious stories from the Indy Tech event that will keep you laughing.Patrick's take on how insurance professionals can thrive in today's rapidly evolving environment.Subscribe & Review:Don't forget to subscribe to Insurance Town on your favorite podcast platform and leave a review to help others find the show

This is a LIVE episode from the PIA of Texas Conference in San Marcos Texas ! We are discussing Hard Market with Carrie Cheeks of JenCap,  Debbie Dziga of Dziga Insurance, and Michael Ley of Hawksoft WARNING : THE AUDIO IS NOT STUDIO QUALITY DUE TO THE LIVE ASPECT BUT CONTENT TOO GOOD not to put out. Episode Sponsors:Smart Choice AgentsCanopy Connect Olde School Marketing

In this episode of Insurance Town, Heath Shearon sits down with a dynamic guest who is transforming how agencies operate. The conversation centers around leveraging technology to streamline agency operations and drive growth. From CRM systems to data analytics, they break down the tools and strategies that can help agencies stay competitive and efficient. The guest also highlights the power of relationship-building and how investing in both clients and team members can foster long-term success.This episode is a must-listen for insurance professionals looking to modernize their operations and elevate their business by embracing tech-driven solutions and relationship-focused growth strategies.Key Takeaways:How to effectively implement technology in your agency to improve operations and customer experience.The role of data and analytics in shaping smarter business decisions.Building strong client relationships as a foundation for agency success.Strategies to foster team development and collaboration for long-term growth.Sponsors:Smart Choice – The fastest-growing agency network, offering tools to help independent agents succeed.Canopy Connect - Your one click solution to getting dec pages you need. Olde School Marketing New school approach for an old school way of marketing 

In this weeks episide the Mayor, Heath Shearon got a chance to catch up with his good friend Holden Smith on the show. Its been 4 years since he last appeared on the show and lots have changed since then, He's grown in size, locations and Acquisitions. Come join us on this journey and learn more about : How Holden has hit the reset button and how he come out on top How Holden purchased 3 agencies in a singe afternoonWhat he thinks contributes to good culture in an agencyHeath and Holdens thougths on life, Insurance, and so many other topicsThis is one for the ages! check this episode out!!Sponsors:SmartChoice - Helping agencies grow with access to markets, higher commissions, and more. Visit SmartChoiceCanopy Connect - A game-changer for client onboarding and referrals. Get a Discount www.usecanopy.com/heath Olde School Marketing - Direct mail with a personal touch, featuring handwritten envelopes and notes. Check them out