Podcasts about iiaba

Rancho Mesa's Alyssa Burley and Client Communications Coordinator Megan Lockhart sit down to discuss how the company has been awarded the Independent Insurance Agents & Brokers of America's (IIABA or Big “I”) Best Practices Agency designation for the eighteenth consecutive year. Show Notes: ⁠⁠Subscribe to Rancho Mesa's Newsletter⁠⁠. Director/Host: ⁠⁠Alyssa Burley⁠⁠ Guest: ⁠⁠Megan Lockhart Producer/Editor: Harriet Berholtz Music: "Home" by JHS Pedals, “News Room News” by Spence © Copyright 2024. Rancho Mesa Insurance Services, Inc. All rights reserved.

Joshua Morey is the Chairperson of Ori-gen and President of The J Morey Company Inc. Ori-gen amplifies the voice of diverse communities throughout America by providing resources, services, and perpetuation planning for indepedent agents and brokers from diverse backgrounds. With offices in Hawaii, Los Angeles, Orange County, Torrance, and San Jose, California, Ori-gen represents a wide variety of personal, business, and specialty insurance from 40+ national and international carriers. He is a founding Board Member of the Asian American Insurance Network and Asian's in Insurance Podcast, and advisory council member of the Equity in Infrastructure Project. In addition Mr. Morey serves on the Board of Director's for the US Japan Council (Executive Committee), Japanese American National Museum, Little Tokyo Community Council, and was featured on the cover of Rough Notes, and IIABA's national magazine. He is co-founder of KODO Insurance Services (Insurtech) and Chairman of the Board of Arrowood Insurance Services. He has a B.A. in Business Economics, from Wheaton College and a M.A. in Intercultural Studies from Fuller Theological Seminary. In his free time he loves playing baseball and spending time with his wife and three kids. Highlights from the Show Josh is a fourth generation Japanese American, with his great grandfather having immigrated in the late 1800s, and setting up an import-export business in Little Tokyo in Los Angeles The family lost everything when Japanese Americans were sent to incarceration camps during WWII Finding insurance the Japanese American community was next to impossible, so they started their own, and Josh's family started an agency, The J Morey Company, to serve the community, which he runs today Josh's story in taking over is similar to a lot of multi-generational insurance agencies, where the next generation may not be interested in taking over, can't afford to buy the business, or the business is no longer viable, which threatens the legacy of so many family businesses Rather than selling to another agency, Josh worked with a consultant to find a path to keep the business in the family despite not having the financing in place to buy the business That's what sparked the founding of Ori-gen, as a platform to continue the legacy of these companies It's not just about keeping the agencies going, but to support the communities that rely on these agencies in the way his ancestors and their communities needed each other after WWII Josh has also tried to drive more minority involvement in the insurance industry overall, which stems from his sense that this is the best industry and best country in the world That includes engaging the Asian and Pacific Islander community through AAIN (Asian American Insurance Network, where he's a board member), as well as partnering with other groups, like joining NAAIA and Ngozi Nnajiand her Black Friday efforts Josh advocates for DEI efforts because, without them, the industry will miss out on great talent and different approaches that only come from diversity within that talent This episode is brought to you by The Future of Insurance book series (future-of-insurance.com) from Bryan Falchuk. 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.

Aubie sits down with Jason Liu, CEO of Zywave, at IIABA's inaugural InsurTech Summit that was held in Savannah on January 20th.

Aubie sits down with Jackson Cromer, President of BondExchange, at IIABA's inaugural InsurTech Summit that was held in Savannah on January 20th. 

Aubie sits down with Adam Kiefer, CEO and Co-Founder of Talage Insurance, at IIABA's inaugural InsurTech Summit that was held in Savannah on January 20th. 

You are listening to Coterie Insurance's podcast, And I Quote. In this episode, Bobbie Collies, Chief Growth Officer at Coterie, speaks with Chris Cline, Executive Director Agents Council for Technology at IIABA. In this episode we discuss: - the relationships between people and technology - how agencies can build strong relationships using technology - understand how technology can help you operate your agency more efficiently A few great parts of this episode are between: [6:00-7:00 ] - Chris discusses the ROI return on technology. Not just the financial ROI but the cultural ROI, too. [8:30 -10:00]: Chris talks about niches and how technology can impact service and how outsourcing for agencies like using virtual assistants to be more efficient with your time and energy. [21:40-23:00] - Bobbie asks Chris what are some of the best agencies doing right now to stand out and set their business up for success. Chris's answer is gold: "it starts with the ability of them to tell their story." Listen to the full episode to hear Chris share many insights on agents, technology, and the future of agency success. Listen to the full episode to hear Chris share many insights on agents, technology, and the future of agency success. To learn more about the And I Quote Podcast you can visit our site: https://coterieinsurance.com/and-i-quote-podcast/ Find out more about Coterie: https://coterieinsurance.com/ Remember to subscribe and leave a review of the And I Quote podcast. You can listen to this show on Apple Podcasts, Spotify, YouTube, and Anchor.FM. If you are interested in being a guest on the show, please email Paige: paige.janiszewski@coterieinsurance.com

Aubie sits down with Catalyit co-founder and CEO, Steve Anderson, at IIABA's inaugural InsurTech Summit that was held in Savannah on January 20th. Want to hear more from Steve? Don't miss IIANC's Tech Summit on February 7th - grab your seat at iianc.com/techsummit today!

The Titanic: the biggest insurance claim of the century. Joseph and the Technicolor Dreamcoat: the greatest historical insurance negotiation. Join guest Peter MacDonald from Wunderite and host Jim Schubert on this episode of Agents Growth Academy to be proud to be a part of the lubrication that's brought function to society. Become a company that makes top-of-stack submissions quickly and easily–every time. 3 Key Takeaways-Only outsource the things that don't add value to your client's experience. These things that typically feel grueling for you as well and can be handled by Wunderite.-It's all about the positive touch points with your clients; start taking advantage of the invaluable data points you collect about them and make the conversation relevant.-Remember that insurance at its core is about the natural human desire to protect one another. Apply that to your agency's approach toward the community. About Peter MacDonaldBefore founding Wunderite in 2018, Peter worked at a family insurance agency selling most types of insurance. In this role, Peter earned industry licenses and credentials (CPCU, CRM, CIC, LIA), represented independent agents to lawmakers in Washington DC with the IIABA, and built and implemented technology for the agency.Intrigued by computers since he was four, Peter hacked the UI of AOL Instant Messenger, started modhalo.net to enhance Halo gameplay, and built bulletprooflinks.com (featured in Wired) before graduating high school. He quickly figured that the insurance industry needed better technology.Peter earned an MBA with distinction from Boston College as a Dean's Scholar and a BS in Mathematics Cum Laude from Wheaton (IL).Peter lives in Massachusetts with his wife and two kids. He is a former traveler, recent drone enthusiast, and likes to be outside.

Today we talk tips, tenets, and taking trips on this episode of the Agents Growth Academy Podcast. Our host, Jim Schubert, invites risk management advisor, chairman, and owner of his own agency, Sean Stewart, to share how he's achieved long-lasting and genuine relationships with his clients. Get his pro tips on why you always need to give first, how to cut through all the noise, and why you still absolutely need teamwork. 3 Key TakeawaysSean's 30-fact rule when approaching a new clientWhy you should always “be the egg”What to talk to your potentials about instead of policiesAbout Sean StewartSean is a Vice President and Risk Management Advisor in the commercial lines practice at Turner & Associates Insurance in Brunswick, Ga, and has been serving his clients since 2013. He has served on numerous committees within the IIAG including, most recently, the Chairman of Georgia's Young Agent Committee, recently honored as the National Committee of the Year by the IIABA at their 2021 Fall Leadership Conference. Work is the only place Sean has his own identity because outside of work he is known as Kersey and Porter's Dad and Lindsay's husband in their community of St. Simons Island.ResourcesThe 12 Monotasks by Thatcher WineDemand Side-Sales by Bob MoestaThe Go-Givers Sell More by Bob BurgNotabilityDOT FilingRoad WarriorLinkedinFacebook

Episode #6 of Liv Louder is out!! I was beyond excited to sit down with the one and only Whitnee Dillard.  She is the Director, Diversity & Inclusion for IIABA.  I had been hearing her name in conversations as someone I "needed to know" for so long that I felt like we were already friends by the time we were finally able to connect.  Try as she might to avoid the insurance industry, Whitnee's journey led her to the agency association world.  Lucky for us, she brings a wealth of experience and passion for Diversity & Inclusion to her role at IIABA.  She and her team work diligently to provide resources that help agencies find a starting point with D&I conversation in their organizations and make it a sustainable business objective. I enjoyed diving into this topic with Whitnee and feel like I learned so much in such a short time.  There's a lot to take in with this conversation and I have a feeling we only scratched the surface.   I know that as you listen, you will find that Whitnee inspires you to Liv Louder.    XO, Liv   Connect with Whitnee:  https://www.linkedin.com/in/whitneedillard/ https://www.independentagent.com/default.aspx https://www.independentagent.com/diversity/Pages/InclusiveLeadership/default.aspx    

If you've worked in restaurants, factories, hotels, schools, or other places before attaining your dream job, you're going to relate well to this episode's guest. William Jones is the editor-in-chief for Independent Agent magazine, the flagship publication of the Independent Insurance Agents and Brokers of America, Incorporated. But before he landed this position in October of 2020, he worked in all of those places. He's grateful for those experiences, however, because insurance is a part of every industry, and knowing first-hand the risks inherent in work in several industries has helped him better relate to members and what they want to know about through the magazine. We talk with William about why it's hard for writers to build a career. When the Internet makes it easy for anyone to publish their words, the supply of writers increases. But so do the opportunities to practice your craft and set yourself apart from the pack. We cover how Will went from writing stories for free for a soccer fanzine to becoming editor in chief of a publication that serves 38,000 independent insurance agents. We also cover how Will and his team heavily rely upon data to know how readers are responding to Independent Agent's content, and how essential it is to frequently survey readers to know what to talk about in future issues. IIABA is celebrating its 125th anniversary this year. And, the association has continuously published Independent Agent since 1903. There's a lot of tradition associated with a publication that established, but tradition will only get you so far. Will's routine for examining readership surveys, and studying click and impression numbers and visitor activity on IA's website is what keeps Independent Agent going strong in an era when many associations are decreasing the frequency of their print publications or ceasing them altogether. Thanks to our podcast sponsor, Naylor Association Solutions. Want to be a guest on The Association Adviser Podcast? Have an idea for an episode topic? Email Kelly Clark, kclark@naylor.com.

IIABCal Finance Council Chairman Kevin Fukuyama, CEO of the J. Morey Co., and Vice President of the IIABA of Los Angeles, talks to IIABCal Voices Host James Lott Jr. about diversity, InsurTech, and the future of the insurance industry by bringing young people into the Independent Insurance Agency System in California.

What does classic rock music have to do with COVID-19 and business interruption coverage? Nothing, actually. But that never stops insurance policy guru and When Words Collide policy author Bill Wilson from mixing up a little right/left brain conversation. A long-time educator and founder of Big “I” Virtual University, Bill is a staunch believer in “RTFP,” or “read the [insert a likely adjective here] policy” to truly understand what coverage you’re selling, buying, claiming or defending. And, based near Nashville, Bill is a decent guitarist in his own right. He describes his band and dives into the memory banks of his concerts – first, best, loudest, most surprising, and more. If you’re looking for a break from stressful COVID coverage, you’ll have fun with this recording, whether you know Bill or are hearing him for the first time. The post “When Words Collide” with Classic Rock appeared first on Insurance Journal TV.

Bill Wilson, Founder, InsuranceCommentary.com Your clients will have questions. Your team will have questions. Bill Wilson has answers about the technical and legal issues regarding insurance coverages affected by the coronavirus pandemic. Bob Rusbuldt, CEO of the IIABA said, “Bill Wilson is the nation’s foremost leading expert on form, coverage, and technical issues.” Bill holds nothing back: How do business income policies cover coronavirus or shutdown by civil authority? Examining exposure for remote workers on your team and your clients’ teams New liabilities clients could be unknowingly exposing themselves to Now is the time to be an insurance expert, not just an agent. This discussion will give you the confidence and clarity to help you lead your team and your agency in the crisis – and keep your team out of trouble.  Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

Bob Rusbuldt, CEO of IIABA joins host, Aubie Knight, in a futuristic perspective of the "Two T Challenges" members face as well as the progress of the Government and it's relationship with the insurance agency. 

In this episode of the Expert Perspectives podcast, hosted on PropertyCasualty360 and sponsored by Vertafore, we’ll look at highlights from the recent webcast titled “More Than a Buzzword: How to Improve Customer Experience & Loyalty.” This panel discussion was led by Property Casualty 360’s (Executive Editor) Elana Ashanti Jefferson, and featured Doug Mohr of Vertafore, Claudia McClain of McClain Insurance Services, Craig Most from Most Insurance, Karolina Congdon from SPLICE Software, Erron Al-Amin of CSAA Insurance Group and Kevin Rall from Novarica.  The full on-demand presentation can be found at https://www.propertycasualty360.com/2019/05/28/how-carriers-can-differentiate-for-the-agent-distribution-channel/.   About Doug Mohr: Doug is the Vice President of Industry Relations & Partnerships at Vertafore. He joined Vertafore 9 years ago and leads our team that looks towards industry trends and manages strategic partnerships, including the Orange Partner Program members and industry organizations such as IIABA, InVEST, ID Federation, and ACORD.  He brings 35+ years of software and technology experience having worked at companies that provide solutions to a variety of industries including Insurance, Healthcare, Apparel, Professional Services, High Tech, and Manufacturing. About Claudia McClain: Claudia is founder and president of McClain Insurance Services in Everett, Washington. She loves working with a team of experienced insurance professionals who care so deeply about protecting clients’ belongings and savings. McClain Insurance Services has grown dramatically since its beginning in 1977, thanks in so small part to its award-winning customer service and innovation strategies. A mother and grandmother, Claudia also serves on the board of the Everett Public Schools Foundation.   . About Craig Most: Craig Most is principal of Florida’s Most Insurance and president of the American Insurance Marketing and Sales Society (AIMS). He has been in the industry for 16 years. Most Insurance specializes in preferred personal and commercial insurance lines. About Karolina Congdon: Karolina is the Manager of Partnerships & Alliances at SPLICE Software, and holds a Bachelor’s Degree in Business Administration, with a Minor in International Business from Mount Royal University in Calgary, Canada. Karolina specializes in international growth and relations, as well as business plan development—and leverages these skills in her position at SPLICE. She spearheads the growth and development of SPLICE’s partner program within the insurance industry. This has led her to be recognized as one of IASA’s Young Professionals Under 30 in 2018 and a recipient of a Bronze Stevie Award for Women in Business in 2017. About Erron Al-Amin: Erron joined the CSAA Insurance Group in 2013 to lead a team of Customer Experience professionals to incorporate the Voice of the Customer (VOC) into every aspect of company operations. VOC provides a 360 degree view of the customer, including traditional market research, segmentation/targeting, customer analytics, customer feedback/closed loop programs and journey mapping. She established a customer vision and strategy and led a cross-functional program that helped the company gain ground in all five J.D. Power insurance studies and win the Harris Poll Insurance Brand of the Year twice. Erron has more than 20 years of experience in strategic marketing and customer experience, primarily within Financial Service and Subscription consumer services. She holds a B.A. in psychology with honors from Stanford University and earned an MBA and MA in International Studies from U.C. Berkeley. About Kevin Rall:  Kevin Rall is a Vice President of Research and Consulting at Novarica. With more than 25 years of insurance technology experience, he is an expert in IT strategy and assessments, digital transformations, cloud strategy, core systems modernization, cybersecurity governance, agency portals and connectivity, customer experience, CRM, and marketing automation. Kevin’s insurance industry experience includes executive roles in IT, underwriting, sales, and marketing. Prior to joining Novarica, he held senior leadership roles at Deloitte Digital; Accenture; and Ohio Mutual Insurance Group, where he served as the Vice President of Underwriting and Sales. Kevin is a graduate of NC State College. He can be reached at krall@novarica.com. Linkedin: https://www.linkedin.com/in/kevindrall/

What’s on the minds of insurance carrier CEOs? Hear about that from industry insider Bob Rusbuldt, IIABA’s CEO. Listen as he outlines both opportunities and challenges around “the two Ts,” or technology and talent. Carriers also are concerned about the rapid pace of M&A activity in the independent agency system. Large insurance organizations such as Brown & Brown and Gallagher were the acquirers 20 years ago; today, there are myriad private equity and venture capital firms in play, and these “names you’ve never heard of” could be a long-term issue for the system, carrier execs say. Regional carrier execs are concerned about the proliferation of networks, aggregators and clusters, Rusbuldt adds. But while change is difficult for the industry, “The status quo is not acceptable from either the agent’s or carrier’s side,” he says. “There has to be constant evolution in the marketplace, or the carrier or agent will not survive.” Rusbuldt also comments on Nationwide’s “very exciting” move to 100% independent agent distribution. To wrap up, he reviews implications on agents and brokers of looming federal legislative issues, including tax reform. The post “Technology & Talent” Decisions Face Carriers appeared first on Insurance Journal TV.

Marty and Ryan break down an article from the Boston Consulting Group on no-regret moves necessary for independent agents and carriers to thrive moving forward. Get more Agency Nation Radio here.

Listen as Marty Agather interview Madelyn Flannagan of the Independent Insurance Agents and Broker of America on their recent Best Practices Report. Madelyn Flannagan is the Vice President of Agency Development, Education and Research at the IIABA (aka The Big I). Each year the Big I selects a group of agencies achieving substantial results and breaks down what makes these agencies successful. Get more Agency Nation Radio here.

Listen as Marty Agather interview Madelyn Flannagan of the Independent Insurance Agents and Broker of America on their recent Best Practices Report. Madelyn Flannagan is the Vice President of Agency Development, Education and Research at the IIABA (aka The Big I). Each year the Big I selects a group of agencies achieving substantial results and breaks down what makes these agencies successful. Get more Agency Nation Radio here.

We are looking at these “Times of the Young Agent” and for this episode, we are proud to have, for the first time ever,  an interview with a dynamic duo: Lisa and Will Lemanski, owners of Meiers, Lombardini, and Lemanski Insurance in East Lansing Michigan. We are also proud to interview Lisa Lemanski who was just awarded National Young Agent of the Year by the IIABA this past weekend in New Orleans. Their advice as young agents couldn’t have come at a better time.  These are agents who are turning the perception of insurance, insurance agents, and the insurance industry to meet today’s conscientious consumers.  They view themselves more as educators and counselors of insurance rather than sales people and they’ve cut out all the fat; meaning all the things that were a waste of time and a waste of marketing dollars. Listen to the podcast to see how you should be spending these resources.

Inspired by the Pocket and Summary Guides recently published by ACT,the Mass Agent Now Podcast talks to two of the individuals who helped create these agent resources. Welcome Ron Berg, Executive Director of the Agents Council on Technology (ACT) at IIABA and Steve Aronson, local Mass Independent Agent, President & CEO of Aronson Insurance in Needham, who serves as the Security Issues Chair on ACT.    Steve and Ron were kind enough to answer the following questions in short time we had together.   1. We know it’s a threat to big box retailers and national banks...but is cyber security a real threat to independent insurance agencies - most of which are very small businesses? What are "hackers" looking for and are they finding it in small businesses?    2. Can you tell me briefly what ACT is and what the these resource guides have been designed for?   4. If you feel like your agency is in compliance with existing regulations like the MA laws, HIPPA, and Gramm-Leach-Bliley...is that enough?   5. For those that haven’t given this much thought yet….Where should agents start when getting their data security house in order? (general education, strong passwords, internet policing, virus protection software, eliminating personal devices?)   Steve and Ron both share the most helpful resource they think that is listed in the guides.   Resources Discussed in this episode:   ACT: Agents Council for Technology ACT's Planning & Security Section Pocket Guide Summary Guide Mintz-Levin - State Data Security Breach Notification Laws   ID Federation / Signon Once (Password Protection)

Join Jason Cass for another interview in the "BigWig" series, with Tom Minkler, President of Clark-Mortenson Agency out of Keene, NH.  He is also the Chairman of the IIABA for the 2013-2014 term. Find out why this guy believes in the industry and why this is the best time to be an independent insurance agent.