Podcasts about excalibur insurance

While enjoying a Garrison Lil' Juicy IPA, Aviva Digital Marketing Consultant Charlene Ramdeo chats with the DIPP crew about key tools to help brokers on their digital journey, how to win back market share and grow lead volume. She stresses the importance of Google reviews and focusing on improving your search engine ranking locally before trying to tackle more places. As Charlene says, “Start small, dominate that and then move on to other areas.” She surprises Jeff, Adam and Steve with some mystery shopping results for Excalibur Insurance, Mitchell & Whale and Cheep Insurance to see how long it takes each brokerage to get back to potential customers looking for quotes. She also weighs in on the speed of each company's mobile site. Who do you think came out on top? Place your bets now! Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this episode of The Ryan Hanley Show, Jeff Roy, Founder and President of Excalibur Insurance and one of the most innovative independent insurance agency owners in the world, joins the podcast for a conversation on digital virtual assistants, also known as robotic process automation. This is a conversation you don't want to miss. Episode Highlights: Ryan discusses Rogue Risk's decision to switch to Nexure and change its agency management system. (10:34) Jeff mentions that during an interview with Taylor Rhodes for the Digital Insurance Plan podcast, he confirmed that Tarmika will be discontinued in 2025. (12:14) Ryan expresses his confusion as to why it is tough to create a CRM from an agency management system. (13:58) Ryan mentions that he really likes what Better Agency is doing and thinks that they've made a lot of progress to being a player in the industry. (18:03) Jeff explains that after seeing Applied Epic's demo, he became interested in the new feature that can run an AMS through the browser. (20:22) Ryan believes that understanding where the company goes without rating multiple carriers is the way to place business faster with the appropriate carrier. (24:33) Jeff explains that you need some AI and machine learning to be able to direct you to the proper company because companies are changing their prices and moving so quickly. (26:54) Jeff explains what it means to have a properly trained bot. (34:50) Jeff explains the difference between Robotic Process Automation and a Digital Virtual Assistant. (38:24) Jeff explains how robots function when assigned significant responsibilities. (40:34) Jeff mentions that their bot is safe with two-factor authentication and that it cannot be hacked in the same manner that their staff can. (44:43) Jeff mentions that if anyone is interested in learning more about robotic process automation, he will be giving a 30-minute lecture on how robots can make an agency more human. (50:42) Key Quotes: “You need some AI and machine learning to be able to direct you with the right company. Because companies are changing their rates and changing things.” - Jeff Roy “Why would you want to use a bot? Really, you want to replace anything that humans are doing that they don't need to do with technology. And a bot, once it's trained, can do it reliable every time.” - Jeff Roy “The bot is secure double factor authentication, you know, there's no way of getting it hacked in any different than our staff. So that's why it was important that we had the double factor authentication to get in, because I don't want to log into anything without that.” - Jeff Roy Resources Mentioned: Jeff Roy LinkedIn Excalibur Insurance Reach out to Ryan Hanley

In this episode of The Ryan Hanley Show, Jeff Roy, Founder and President of Excalibur Insurance and one of the most innovative independent insurance agency owners in the world, joins the podcast for a conversation on digital virtual assistants, also known as robotic process automation. This is a conversation you don't want to miss. Episode Highlights: Ryan discusses Rogue Risk's decision to switch to Nexure and change its agency management system. (10:34) Jeff mentions that during an interview with Taylor Rhodes for the Digital Insurance Plan podcast, he confirmed that Tarmika will be discontinued in 2025. (12:14) Ryan expresses his confusion as to why it is tough to create a CRM from an agency management system. (13:58) Ryan mentions that he really likes what Better Agency is doing and thinks that they've made a lot of progress to being a player in the industry. (18:03) Jeff explains that after seeing Applied Epic's demo, he became interested in the new feature that can run an AMS through the browser. (20:22) Ryan believes that understanding where the company goes without rating multiple carriers is the way to place business faster with the appropriate carrier. (24:33) Jeff explains that you need some AI and machine learning to be able to direct you to the proper company because companies are changing their prices and moving so quickly. (26:54) Jeff explains what it means to have a properly trained bot. (34:50) Jeff explains the difference between Robotic Process Automation and a Digital Virtual Assistant. (38:24) Jeff explains how robots function when assigned significant responsibilities. (40:34) Jeff mentions that their bot is safe with two-factor authentication and that it cannot be hacked in the same manner that their staff can. (44:43) Jeff mentions that if anyone is interested in learning more about robotic process automation, he will be giving a 30-minute lecture on how robots can make an agency more human. (50:42) Key Quotes: “You need some AI and machine learning to be able to direct you with the right company. Because companies are changing their rates and changing things.” - Jeff Roy “Why would you want to use a bot? Really, you want to replace anything that humans are doing that they don't need to do with technology. And a bot, once it's trained, can do it reliable every time.” - Jeff Roy “The bot is secure double factor authentication, you know, there's no way of getting it hacked in any different than our staff. So that's why it was important that we had the double factor authentication to get in, because I don't want to log into anything without that.” - Jeff Roy Resources Mentioned: Jeff Roy LinkedIn Excalibur Insurance Reach out to Ryan Hanley

In this episode of The Ryan Hanley Show, Jeff Roy, Founder and President of Excalibur Insurance and one of the most innovative independent insurance agency owners in the world, joins the podcast for a conversation on digital virtual assistants, also known as robotic process automation.This is a conversation you don't want to miss.Episode Highlights: Ryan discusses Rogue Risk's decision to switch to Nexure and change its agency management system. (10:34) Jeff mentions that during an interview with Taylor Rhodes for the Digital Insurance Plan podcast, he confirmed that Tarmika will be discontinued in 2025. (12:14) Ryan expresses his confusion as to why it is tough to create a CRM from an agency management system. (13:58) Ryan mentions that he really likes what Better Agency is doing and thinks that they've made a lot of progress to being a player in the industry. (18:03) Jeff explains that after seeing Applied Epic's demo, he became interested in the new feature that can run an AMS through the browser. (20:22) Ryan believes that understanding where the company goes without rating multiple carriers is the way to place business faster with the appropriate carrier. (24:33) Jeff explains that you need some AI and machine learning to be able to direct you to the proper company because companies are changing their prices and moving so quickly. (26:54) Jeff explains what it means to have a properly trained bot. (34:50) Jeff explains the difference between Robotic Process Automation and a Digital Virtual Assistant. (38:24) Jeff explains how robots function when assigned significant responsibilities. (40:34) Jeff mentions that their bot is safe with two-factor authentication and that it cannot be hacked in the same manner that their staff can. (44:43) Jeff mentions that if anyone is interested in learning more about robotic process automation, he will be giving a 30-minute lecture on how robots can make an agency more human. (50:42) Key Quotes: “You need some AI and machine learning to be able to direct you with the right company. Because companies are changing their rates and changing things.” - Jeff Roy “Why would you want to use a bot? Really, you want to replace anything that humans are doing that they don't need to do with technology. And a bot, once it's trained, can do it reliable every time.” - Jeff Roy “The bot is secure double factor authentication, you know, there's no way of getting it hacked in any different than our staff. So that's why it was important that we had the double factor authentication to get in, because I don't want to log into anything without that.” - Jeff Roy Resources Mentioned: Jeff Roy LinkedIn Excalibur Insurance Reach out to Ryan Hanley Learn more about your ad choices. Visit megaphone.fm/adchoices

Highlights from the April 28 webcast “The Rise of the Digital Insurance Agency: 3 Award-Winning Agents Share How They Drive Growth with Digital.” This event was moderated by Geoffery Metzand featured Jeff Roy, CEO, Excalibur Insurance; Majda Baltic, Founder & CEO, Majdas Touch Insurance; and James Castell, Director of Sales and Marketing, Castell Insurance. The webcast can be found in its entirety on demand at https://www.propertycasualty360.com/2021/03/10/the-rise-of-the-digital-insurance-agency-3-award-winning-agents-share-how-they-drive-growth-with-digital/

In today's episode of Agency Intelligence, host Jason Cass records a Valentine's Day Special Facebook Live Event in which he interviews insurance power couple, Jeff Roy and Una Roy from Excalibur Insurance. They discuss the dynamics of being a couple within the workplace, maternity leave, differing insurance rates, and other details of the insurance business.

You're able to improve your ROI and easily reach whatever goals you set. It's the quality of those personal relationships inside and out of your agency that create a giant separation between you and the competition. It's this simple act that helps ignite a world-class insurance customer experience and establish an immeasurable internal culture. It's that experience and culture that produce raving fans on both sides of the agency. That's what Sydney Roe talks to Una Roy, of Excalibur Insurance, about how they built a completely unique insurance world.

You're able to improve your ROI and easily reach whatever goals you set. It's the quality of those personal relationships inside and out of your agency that create a giant separation between you and the competition. It's this simple act that helps ignite a world-class insurance customer experience and establish an immeasurable internal culture. It's that experience and culture that produce raving fans on both sides of the agency. That's what Sydney Roe talks to Una Roy, of Excalibur Insurance, about how they built a completely unique insurance world.

In this episode, Scott and Bradley talk with Independent insurance activist and customer experience activists Seth Zaremba, owner of Zinc Insurance, and Jeff Roy, president of Excalibur Insurance. Learn how to harness technology and innovative systems in your agency without diminishing the independent agent's superpowers of personal service and customer experience.   Sponsor: Cole X-Dates >>> get the Insurance Guys deal here   Get Scott & Bradleys Spittin' Gold - 7 Things Your Agency Must Do in 2018 & 19   Resources: @sethzaremba @jroy5 @ExcaliburGroup @zincinsurance About The Insurance Guys The Insurance Guys Podcast is made and dedicated to agents by agents. Scott Howell and Bradley Flowers discuss all aspects of becoming an insurance agent and give real-life examples of their experiences in all aspects of hiring, sales and the day-to-day reality of running your own successful insurance agency. Please subscribe, review and rate our show on iTunes, SoundCloud, IheartRadio App, 

In this episode, Scott and Bradley talk with Insurance thought leader and CEO of Excalibur Insurance in Ontario Canada, Jeff Roy. The guys discuss the impact and importance of voice skills and pairing them with your insurance agency. Get your notepad ready this episode is like turning a fire hose on!  Resources: Jeff Roy Excalibur Insurance Elevate Conference About The Insurance Guys The Insurance Guys Podcast is made and dedicated to agents by agents. Scott Howell and Bradley Flowers discuss all aspects of becoming an insurance agent and give real-life examples of their experiences in all aspects of hiring, sales and the day-to-day reality of running your own successful insurance agency. Please subscribe, review and rate our show on iTunes, SoundCloud, IheartRadio App, Spotify & Overcast.  

If it's not getting done fast enough, there's nothing wrong with going out there and taking it. Your agency will ultimately depend on the speed of adoption and ease of integration the industry may or may not provide. If that's an uncomfortable feeling and a position your agency doesn't want to be in, then it might be time to force the issue. That's what Ryan sat down to talk with Jeff Roy, of Excalibur Insurance in Canada, to find out just exactly how envelops he's pushing. Connect With Jeff: LinkedIn Excalibur Insurance P.S. Try the Agency Nation newsletter, it will certainly grow on you.

If it's not getting done fast enough, there's nothing wrong with going out there and taking it. Your agency will ultimately depend on the speed of adoption and ease of integration the industry may or may not provide. If that's an uncomfortable feeling and a position your agency doesn't want to be in, then it might be time to force the issue. That's what Ryan sat down to talk with Jeff Roy, of Excalibur Insurance in Canada, to find out just exactly how envelops he's pushing. Connect With Jeff: LinkedIn Excalibur Insurance P.S. Try the Agency Nation newsletter, it will certainly grow on you.

As technology evolves, so does the insurance consumer. As Jeff Roy explains, independent agents must evolve their customer experience as well. In this episode of Agency Nation Radio, we're joined by Jeff Roy, president of Excalibur Insurance, in Ontario, Canada as he explains the Customer Experience 3.0. Get more Agency Nation Radio here.

As technology evolves, so does the insurance consumer. As Jeff Roy explains, independent agents must evolve their customer experience as well. In this episode of Agency Nation Radio, we're joined by Jeff Roy, president of Excalibur Insurance, in Ontario, Canada as he explains the Customer Experience 3.0. Get more Agency Nation Radio here.