Podcasts about insurance agency

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Best podcasts about insurance agency

Show all podcasts related to insurance agency

Latest podcast episodes about insurance agency

The Ridiculously Amazing Insurance Podcast
Job Posting In Insurance Agency: 56 Applicants in 18 Hours

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later May 21, 2025 2:45


IA Forward
Swing Big. Miss Big. Win Big.

IA Forward

Play Episode Listen Later May 13, 2025 30:54 Transcription Available


Great ideas don't build successful agencies, action does! Shane and Tonya discuss why taking big swings (and sometimes missing) is the only way to truly grow. From overcoming analysis paralysis to tuning out the noise of social media “experts,” they share real-life stories and practical advice for agency owners ready to stop overthinking and start swinging for the fences. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Glad You’re Here
Ep: 84 - Lisa Hengel (Willow Wood Insurance Agency)

Glad You’re Here

Play Episode Listen Later May 12, 2025 51:01


Lisa Hengel the owner of Willow Wood Insurance Agency joins host Grant Glad on the show today to chat about what it's like to see the world through her kids eyes, how much she loves the Minnesota music scene, and of course all things insurance as well! Many thanks to Lisa and Willow Wood Insurance for being a sponsor of the show. This show is also brought to you by our other sponsors Car Concierge, Petrichor Sound and Pulse Barre & Fitness.

The Insurance Dream Podcast
442: 5 Website Integrations That Will Supercharge Your Insurance Agency

The Insurance Dream Podcast

Play Episode Listen Later May 8, 2025 7:36


Your website should do more than just exist—it should work for your agency. In this episode, we explore five powerful website integrations every insurance agency needs to boost customer satisfaction, streamline operations, and drive more sales. From comparative raters and customer service chat tools to CRM automation, quote tracking, and online appointment booking—discover how to turn your website into a 24/7 selling machine. Learn what top-performing agencies are doing to create seamless digital experiences that convert visitors into loyal clients. Today's episode sponsored by: https://theinsurancedream.com/virtual-assistants 

IA Forward
From Burnout to Balance

IA Forward

Play Episode Listen Later May 6, 2025 26:56 Transcription Available


Shane and Tonya tackle the cultural obsession with busyness and unpack why a full calendar doesn't always equal fulfillment. From personal stories to leadership lessons, they explore how agency owners can shift from hustle mode to healthy balance without sacrificing success. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
More than a Green Jacket: Lessons from Augusta for Your Agency

IA Forward

Play Episode Listen Later Apr 29, 2025 29:51 Transcription Available


Shane and Tonya tee off with a conversation about what The Masters can teach us about agency ownership. From Rory McIlroy's daughter reminding him, “You already know how to play golf,” to recognizing the value of your own strengths and systems, this episode is about presence, persistence, and trusting yourself.  IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

America's Coach Micheal Burt
She Went From Burnout to Building a 7-Figure Insurance Agency

America's Coach Micheal Burt

Play Episode Listen Later Apr 24, 2025 30:15


She was burned out, overwhelmed, and running on fumes.Now she's leading a few hundred agents, expanding offices, and building one of the most respected cultures in the insurance business.In this episode of America's Coach, I sit down with Stacy Murphy of Absolute Best Insurance — one of my top coaching clients — to break down how she went from field work to full-scale leadership without losing her mission.We cover the turning point, the mindset shift, and the system she's now using to scale with purpose.Here's what you'll take away from this episode:- Why most agency owners never truly scale — and what to do instead- The exact shift that helped Stacy go from burnout to building- Her playbook for recruiting, training, and culture-building- How she plans to make a $40M+ partial exit- What makes her team excited to show up and sell every dayWhether you're building an agency or running solo, this episode will change how you think about growth, team dynamics, and long-term wins.-------------------Events:https://www.coachburt.com/eventsMasterclass:https://offer.coachburt.com/preydrivemasterclassregisterHire Me To Speak:https://www.coachburt.com/hirecoachCheck out my Books:https://www.coachburt.com/resources

IA Forward
Visibility or Sustainability? Defining Your Agency's Path

IA Forward

Play Episode Listen Later Apr 22, 2025 30:11 Transcription Available


Shane and Tonya discuss the rise of insurance influencers, the pressure to chase visibility over sustainability, and the challenge of rethinking your agency's direction to create a business that aligns with your goals and works for you. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
Resilience, Relationships & Real Conversations

IA Forward

Play Episode Listen Later Apr 15, 2025 34:58 Transcription Available


Resilience isn't just a word, it's a way of showing up when things get tough. In this episode, Shane and Tonya dive into what resilience really looks like in the independent agency world, why relationships matter more than ever, and how honest conversations can move your business forward. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

WB Download
#56 Murphy Insurance Agency, Ryan Murphy

WB Download

Play Episode Listen Later Apr 8, 2025 77:06


In this episode of The WB Download, host Jeff Wieland sits down with his longtime friend and trusted insurance expert, Ryan Murphy of Murphy Insurance. Ryan shares his journey from playing football at the University of Illinois to leading his family's insurance business, which was founded by his grandfather in 1955. They discuss the evolution of the insurance industry, the importance of community involvement—especially with their shared alma mater, La Salle High School—and how personal connections impact both business and life.Jeff and Ryan dive into the complexities of insurance, covering topics like policy coverage, risk assessment, and market fluctuations. They also reflect on the benefits of strong professional relationships, sharing personal anecdotes about family, football, and the perks of having the right connections. Whether you're a homeowner, business owner, or just curious about the world of insurance, this conversation is full of valuable insights and entertaining stories.Tune in to hear Jeff and Ryan talk about business, life, and the importance of trust in both. Don't miss this engaging and informative episode of The WB Download!Murphy Insurance website https://www.murphyinsagency.com/Email Jeff your comments, questions, and topic requests, or be a guest on The WB Download.Email: WBDOWNLOAD@wielandbuilders.comSee Wieland Builders custom home gallery  www.wielandbuilders.comSee podcast behind the scenes photosFollow us on Facebook, Instagram, YouTube, Houzz or Pinterest

IA Forward
What AI Really Means for Independent Agents (with Chad Jackson and Justin White)

IA Forward

Play Episode Listen Later Apr 8, 2025 28:20 Transcription Available


Shane and Tonya talk AI in the independent insurance channel with special guests Chad Jackson and Justin White of Strawberry Antler. From automating quoting to solving real agency problems, they explore how AI can transform the way small and midsize agencies operate, why AI isn't as intimidating as it sounds, and how it can turn efficiency into opportunity. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
Fees & Fumbles: Avoiding E&S Mistakes

IA Forward

Play Episode Listen Later Apr 1, 2025 24:34 Transcription Available


Excess and surplus lines (E&S) can open up new opportunities, but it also comes with its own set of challenges. Shane and Tonya break down the common fumbles agents make, share how to avoid costly mistakes, decide when to say no, and discuss how build the processes that make E&S business work for your agency. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

The Insurance Buzz
335. Building a Top Insurance Agency in Record Time with Jake Gerdes

The Insurance Buzz

Play Episode Listen Later Mar 27, 2025 34:17


"I would rather be consistently good than occasionally great—any day of the week!"  -Jake GerdesWhat's in this episode:Taking over an agency is a significant opportunity, but growing it into a high-performing sales operation comes with challenges that most agents don't expect. In this episode of The Insurance Buzz, Michael and Courtney Weaver sit down with Jake Gerdes, one of the top new agents in the country, to discuss how he transitioned from handling service to building a strong sales team.Jake shares the biggest lessons from his first year in agency ownership, the strategies that helped him shift to a sales-focused model, and how his team consistently converts service calls into new sales opportunities. He breaks down why agency owners need to move out of service as soon as possible, the 90-day plan that helped him transform his agency, and how his team follows up to increase conversions. Whether you are starting an agency or looking to scale, this episode provides real insights to help you grow efficiently.[00:00:00] – Introduction: Jake Gerdes on growing from service to sales in 90 days[00:01:00] – Why taking over a book of business isn't what agents expect[00:02:00] – How Jake handled the overwhelming service demands on day one[00:03:00] – The first hires every agency owner should make[00:05:00] – How Jake built a team structure that eliminated service issues[00:07:00] – The 90-day training plan that turned his team into a sales machine[00:09:00] – Jake's follow-up system that increased life insurance sales[00:12:00] – The biggest mistakes new agency owners make[00:15:00] – Social media strategies that generate real leads[00:18:00] – How Jake balances marketing, sales, and agency leadership[00:22:00] – What he wishes he knew before becoming an agent

Good Morning Aurora
Jacqueline Short (Short Insurance Agency)

Good Morning Aurora

Play Episode Listen Later Mar 25, 2025 30:00


Good morning and happy Wednesday! This morning our guest is Jacqueline Short, insurance agent for AAA, here with great information for our listeners! This is our first time meeting and getting the chance to speak with Jacqueline. Today Jacqueline speaks to us about Impact Health, her career and beginnings and her work as owner of Short Insurance Agency. Let's get ready to learn! Here's the news:- Are you interested in working with the City of Aurora? Helpful workshops, vendor fairs and events are scheduled at many locations this year in the city to connect entrepreneurs and regular Aurorans with the resources and access to grow. Check out the upcoming events and get involved to help shape the future of our city. Click the link below to learn more about Business Equity in Aurora: https://www.aurora.il.us/Property-and-Business/Business/Business-Equity- Family Focus has prenatal groups available every Monday from 5:00 pm to 7:00 pm at 1444 N. Farnsworth avenue, suite 200. Classes are available until April 17th, 2025 and are free and open to the public. For more information call our friend Melissa Vargas at (63) 488-6000.- Visit Alive Aurora every Monday, Wednesday and Friday for Drop In Space for 5th through 12th graders! From 3:00 pm to 7:00 pm there will be a variety of activities to take part in, teen-led and teen-driven. See the flyer for more details and follow the Alive Center on Facebook and Instagram!Have a great rest of the day! Good Morning Aurora will return with more news, weather and the very best of Aurora. Subscribe to the show on YouTube at this link: https://www.youtube.com/c/GoodMorningAuroraPodcastThe second largest city's first daily news podcast is here. Tune in 5 days a week, Monday thru Friday from 9:00 to 9:30 am. Make sure to like and subscribe to stay updated on all things Aurora.Threads: https://www.threads.net/@goodmorningaurorailInstagram: goodmorningaurorailSpotify: https://open.spotify.com/show/6dVweK5Zc4uPVQQ0Fp1vEP...Apple: https://podcasts.apple.com/.../good-morning.../id1513229463Anchor: https://anchor.fm/goodmorningauroraACTV (Aurora Community Television): https://www.aurora-il.org/309/Aurora-Community-TV#positivevibes #positiveenergy #kanecountyil #bataviail #genevail #stcharlesil #saintcharlesil #elginil #northaurorail #auroraillinois #cityofaurorail #auroramedia #auroranews #goodmorningaurora #morningnews #morningshow #wednesday

IA Forward
Don't Lose Your Agency Identity at Baggage Claim

IA Forward

Play Episode Listen Later Mar 25, 2025 29:02 Transcription Available


When Southwest Airlines starts charging for checked bags, it's more than a policy change; it's a brand identity crisis. Shane and Tonya discuss how staying true to your agency's unique strengths, rather than chasing trends or comparisons, is the key to long-term success and avoiding burnout. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
Own Your Business, Don't Let It Own You: The Power of JOMO

IA Forward

Play Episode Listen Later Mar 18, 2025 27:54 Transcription Available


What if the real key to success is JOMO (the Joy of Missing Out)? Shane and Tonya break down how to stay focused, make intentional decisions, and let your business serve you—rather than the other way around. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
Don't Just Complain, Create Change: How Agents Can Shape the Industry

IA Forward

Play Episode Listen Later Mar 11, 2025 25:14 Transcription Available


Feeling frustrated with the lack of control in the insurance industry? Shane and Toya discuss how independent agents can move beyond frustration and take action. From carrier councils to industry advocacy, learn how to create real change for your agency and the industry. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

IA Forward
We're Here to Run A Business with Aaron and Justin Husman

IA Forward

Play Episode Listen Later Mar 4, 2025 38:50 Transcription Available


Shane and Tonya sit down with Justin and Aaron Husman of The Phoenix Insurance to discuss the mindset shift from “helping people” to strategically running a successful agency. They discuss building a business with intention, protecting your time, selecting employees and clients, and making decisions that set your agency up for real growth and profitability.IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Agency Intelligence
Rough Notes Front Cover, March 2025: Mike Hotchkiss, Hotchkiss Insurance Agency

Agency Intelligence

Play Episode Listen Later Mar 1, 2025 25:28


In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Mike Hotchkiss, CEO of Hotchkiss Insurance Agency, the agency featured on the March 2025 front cover of Rough Notes Magazine.  Key Topics: The honor of being featured on Rough Notes and its significance. Hotchkiss Insurance's 50-year journey and industry evolution. The impact of mentorship on leadership and growth. Building a strong company culture through people and purpose. Hotchkiss Helps: Giving back to the community in a big way. Mike shares his approach to leadership and work-life balance. Reach out to: Mike Hotchkiss Jason Cass Visit Website: Hotchkiss Insurance Agency Rough Notes Magazine Produced by PodSquad.fm

Self-Funded With Spencer
Leading An All-Female Insurance Agency | with Maggi Quinn

Self-Funded With Spencer

Play Episode Listen Later Feb 25, 2025 57:14


"If you're not going to be excited when I'm calling you, we're probably not a mutual fit." - Maggie QuinnMaggi Quinn, SVP of Consulting at Intrepid Benefits, joined me to discuss working at an all-female insurance agency, why specialization is so important in today's market, and some innovative approaches to self-funded healthcare.Maggi shares her journey into insurance, as well as how she found her way to Intrepid, and why the relationship side of the business is the most important to her. We also discuss what makes Intrepid so different, and how that's won (and lost) them business over the years. Tune in this week to Self-Funded with Spencer to learn why I gave Maggi the name “Maggi Quinn, Benefits Woman”.Chapters:00:00:00 Meet Maggi Quinn00:11:18 Maggi's Journey To Intrepid00:22:11 Enhancing Employer Healthcare00:26:09 Customized, Personal Solutions For Employers00:31:06 Mutual Fit in Client Relationships00:37:11 Enhancing Client Understanding in Healthcare Communication00:39:18 Personalized Medication Management through DNA Sequencing00:42:39 Enhancing Well-being Through Health Education00:55:14 Innovative Approaches To Employer-sponsored HealthcareKey Links for Social:@SelfFunded on YouTube for video versions of the podcast and much more - https://www.youtube.com/@SelfFundedListen on Spotify - https://open.spotify.com/show/1TjmrMrkIj0qSmlwAIevKA?si=068a389925474f02Listen on Apple Podcasts - https://podcasts.apple.com/us/podcast/self-funded-with-spencer/id1566182286Follow Spencer on LinkedIn - https://www.linkedin.com/in/spencer-smith-self-funded/Follow Spencer on Instagram - https://www.instagram.com/selffundedwithspencer/Key Words: Healthcare Solutions, Wellness, Personalized Medication, Client Relationships, Innovative Healthcare, Self Funded Employers, Specialized Healthcare, Future Of Healthcare, Cost Effective Healthcare, podcast, healthcare, health insurance, self funded, self funding, self funded health insurance, self funded insurance#HealthcareSolutions #Wellness #PersonalizedMedication #ClientRelationships #InnovativeHealthcare #SelfFundedEmployers #SpecializedHealthcare #FutureOfHealthcare #CostEffectiveHealthcare #podcast #healthcare #healthinsurance #selffunded #selffunding #selffundedhealthinsurance #selffundedinsurance

IA Forward
60-Second Stories: Selling Insurance With Real-Life Lessons

IA Forward

Play Episode Listen Later Feb 25, 2025 28:46 Transcription Available


The best way to connect with clients is through storytelling, not by being boring or overly technical. Shane and Tonya discuss into the power of 60-second stories that turn real-life lessons into personal, memorable, and successful sales moments.  IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

The Ridiculously Amazing Insurance Podcast
Best Insurance Agency Incentive Plans

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Feb 24, 2025 12:12


Best Insurance Agency Incentive Plans to motivate your team and drive performance!

The Cody Askins Podcast Network
How This Insurance Agency Did $15M In 2024! (Cody Askins & Dusty Todd)

The Cody Askins Podcast Network

Play Episode Listen Later Feb 24, 2025 39:49


In this episode, I sit down with Dusty Todd, who's insurance agency produced $15 million in production in 2024! Dusty shares the key strategies, systems, and mindset shifts that helped him scale in the insurance industry and how he's helping other agents do the same!If you're an insurance agent looking to grow, make more money, and build a thriving business, you don't want to miss this conversation!

Agents for Life
#273: It's Time to Build Your Life Insurance Agency

Agents for Life

Play Episode Listen Later Feb 21, 2025 14:02


One of the biggest problems in life insurance is that we make a lot of money selling life insurance.What did that even mean? It means, the more money we make selling, the less we feel a need to build an agency, where true sustainable wealth exists.The enemy to great is not failure. The real enemy is good because good creates complacency. If you're not tracking my line of logic here, please give this episode a listen...(sorry for the bad audio quality!)YouTube link:https://youtu.be/E38oQI-d5fIIf you have any questions, you can reach us here:⁠⁠⁠⁠⁠⁠https://lifemattersagency.com/contact/⁠⁠⁠⁠⁠⁠If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠https://lifemattersagency.com/insurance/⁠⁠⁠⁠⁠⁠Have an idea or topic suggestion?Talk to me:⁠⁠⁠⁠⁠⁠https://forms.gle/6aLkM8MSTwH4eteVA⁠⁠⁠⁠⁠⁠#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking

IA Forward
Fail. Learn. Grow. Repeat. Celebrate.

IA Forward

Play Episode Listen Later Feb 18, 2025 31:21 Transcription Available


Does agency size determine success? Shane and Tonya break down the challenges of scaling, the myths around agency size, and why success isn't one-size-fits-all. In this special anniversary episode, they reflect back on lessons learned over the last three years on IA Forward, and what it really takes to build an agency that works for you long-term. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

The Ridiculously Amazing Insurance Podcast
When To Get An Insurance Producer To Grow Your Agency?

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Feb 17, 2025 13:07


In this episode of the Ridiculously Amazing Insurance Agent Podcast, we discuss When to Get an Insurance Producer? and how this key decision can help grow your agency!

IA Forward
The Power of Personalization with Kristyn Klaes and Kylie Lowery

IA Forward

Play Episode Listen Later Feb 11, 2025 26:21 Transcription Available


Tonya is joined by Kristyn Klaes and Kylie Lowery to explore the power of personalization in the insurance industry, strategies for making every client interaction meaningful, and setting your agency apart from the competition. They discuss how building genuine relationships with clients leads to long-term loyalty, stronger retention, and increased trust—especially in a challenging market. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

Finding Arizona Podcast
PODCAST #444: SCHAFFROTH FARMERS INSURANCE AGENCY

Finding Arizona Podcast

Play Episode Listen Later Feb 8, 2025 48:47


In this episode of the Finding Arizona Podcast, host Jose Acevedo talks with identical twins Stephanie and April Schaffroth, who each run their own Farmers Insurance agency. They share how they transitioned from different industries—April with a mortgage background and Stephanie with little insurance experience—to building successful businesses. The conversation explores insurance industry shifts, the impact of wildfires on rates, the power of community engagement, and why life insurance is essential. They also discuss how social media and networking have helped them grow.The Key Moments in This Episode Are:00:03:49 - Transition to Insurance 00:10:32 - Factors Affecting Insurance Rates 00:12:35 - State-specific Insurance Markets 00:13:23 - Advocating for Safety in Insurance 00:14:09 - Being a Resource for the Community 00:26:02 - The Power of Social Media in Professional Communication 00:35:44 - Individual and Team Goals for 2025 00:36:59 - Embracing New Challenges and Interests 00:40:11 - Importance of Planning and Will Writing 00:44:19 - Building Networks and Supporting Each OtherThe Resources Mentioned in This Episode Are:Visithttps://agents.farmers.com/az/phoenix/april-schaffroth/ andhttps://agents.farmers.com/az/phoenix/stephanie-schaffroth/ to learn more about Stephanie and April Schaffroth's insurance agency and the services they offer.Connect with Stephanie and April Schaffroth on social media platforms such as Facebook, Instagram, LinkedIn, TikTok, and YouTube to stay updated on their latest content and insurance-related tips.https://www.instagram.com/apriljoelle/https://www.instagram.com/sschaffroth26/Connect with the Finding Arizona Podcast:YouTube:Finding Arizona PodcastFacebook:facebook.com/findingarizonapodcastWebsite:findingarizonapodcast.comLinkedIn:linkedin.com/findingarizonapodcastTwitter:twitter.com/findingarizonaReady to start your own podcast?Found-House powered byThe Finding Arizona Podcast is your best find!SPONSORS:Earth Based Body: Get 20% off your first online purchase atearthbasedbody.com/discount/FINDINGARIZONA.Oura Ring: Enjoy $40 off your purchase using our link:ouraring.com.SeatGeek: Get a $20 discount on your tickets with code FINDINGARIZONA atseatgeek.com.

Bullpen Sessions with Andy Neary
How To Turn People And Processes Into Predictable Growth, with Meghann High

Bullpen Sessions with Andy Neary

Play Episode Listen Later Feb 7, 2025 40:39


Meghann High, Founder and President of Inspire Benefits Consultants, joined me in studio to share her journey into insurance, what made her decide to be an entrepreneur, and what it's been like to run an insurance agency as a wife and mother.  Meghann is incredible and intentional about making her agency as efficient as possible, and that's been the key to their success. She shares where that philosophy comes from, how it's worked so far, and how it helps her agency have a predictable level of growth.  This episode was a blast and I promise you'll learn something when you tune in. ▶▶ Upgrade Your LinkedIn Profile in 10 Minutes: https://www.completegameu.com/landing-page-1-5650 KEY MOMENTS (00:00:00) Episode 5, with Meghann High(00:05:53) Meghann's Entrepreneurial Journey (00:07:14) Financial Challenges in Starting an Insurance Agency (00:13:47) Automating To Grow (00:17:04) The Riches Are In The Niches (00:24:52) Establishing Credibility in a New Market (00:29:15) Delegating Responsibilities As A New Mother (00:36:27) Embracing Challenges and Seeking Guidance in Business CONNECT WITH ANDY NEARY Subscribe and listen to the Accelerate Your Insurance Sales Podcast

IA Forward
Resilience: How to Thrive Through Challenges

IA Forward

Play Episode Listen Later Feb 4, 2025 27:03 Transcription Available


Shane and Tonya explore what it takes to thrive through challenges, from navigating a hard market to managing client expectation, and reveal their Words of the Year for 2025. Tune in for insights on staying steady, pushing forward, and embracing the opportunities that come with adversity.IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

The Ridiculously Amazing Insurance Podcast
How to Evaluate Insurance Agency Performance

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Feb 3, 2025 8:22


In this episode of the Ridiculously Amazing Insurance Agent Podcast, we dive into how independent insurance agents can evaluate and improve their agency's performance.

Agency Intelligence
Rough Notes Front Cover, February 2025: Darren Vermost, Vermost Insurance Agency

Agency Intelligence

Play Episode Listen Later Feb 1, 2025 26:00


In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Darren Vermost, President of Vermost Insurance Agency, the agency featured on the February 2025 front cover of Rough Notes Magazine.  Key Topics: Darren reflects on the honor of being featured on Rough Notes. Integrity, relationships, and team loyalty drive the agency's success. Darren's leadership style fosters a dedicated, long-tenured team. The value of imitation and disciplined implementation. Balancing innovation with client-focused service. Using AI to enhance productivity and free time for clients. Reach out to: Darren Vermost Jason Cass Visit Website: Vermost Insurance Agency Rough Notes Magazine Produced by PodSquad.fm

IA Forward
From Mac and Cheese to McLaren: Financial Expectations of Success

IA Forward

Play Episode Listen Later Jan 28, 2025 26:21 Transcription Available


Shane and Tonya explore the shifting perceptions of financial success, diving into surprising salary and net worth expectations. Listen for insights on building realistic goals, managing "expense creep," and finding true financial fulfillment in business and life. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

And I Quote: Building Relationships with Insurance Agents and Small Business Owners
The Evolution of Insurance: A Conversation with Insurance Agency Owner, Rick Rolfs

And I Quote: Building Relationships with Insurance Agents and Small Business Owners

Play Episode Listen Later Jan 21, 2025 21:35


In this episode of the And I Quote podcast, brought to you by Coterie Insurance, host Ashleigh Burden interviews Rick Rolfs, president of Rolfs Insurance Services.   They discuss Rick's extensive background in the insurance industry, the evolution of technology in insurance, and the importance of building client relationships.   Rick shares his experiences working with Coterie Insurance and navigating the Southern Florida insurance market. He also offers insights into future trends in the industry and advice for aspiring insurance agents, emphasizing the value of trust and personal connections in the business.   Contact Rick: https://rolfsinsurance.com/rick-rolfs/ https://www.linkedin.com/in/rick-rolfs-bb540513/ Connect with Coterie: https://coterieinsurance.com/ https://www.linkedin.com/company/coterieinsurance/ Reach out to Ashleigh Burden: https://www.linkedin.com/in/ashleigh-burden/ Chapters of the episode: 00:00 Introduction of the And I Quote Podcast 02:16 Rick Rolfs Background in Insurance 04:55 The Evolution of Insurance Technology 07:50 Working with Coterie Insurance 10:15 Navigating the Southern Florida Insurance Market 14:10 Building Client Relationships 17:29 Future Trends in the Insurance Industry 21:35 Advice for Aspiring Insurance Agents _______________________ Keywords: insurance, technology, client relationships, Coterie Insurance, Rick Rolfs, insurance industry, Southern Florida, insurance market, insurance agents, future trends in the insurance space

Planet of the Agents Insurance Podcast
Growing your P&C Insurance agency - Welcome to 2025

Planet of the Agents Insurance Podcast

Play Episode Listen Later Jan 20, 2025 22:37


2025 is going to be a great year.  Sure, 2024 was not the most fun year in property and casualty insurance for most people, but in 2025, you can move forward and take advantage of the many great opportunities that you have.  If you a a personal liens agent thinking about getting more into commercial insurance, now is your time.  I'll discuss some of the things that people have gone through in auto insurance and homeowners insurance and how you can start moving forward to grow your insurance agency, even in a hard market.Get access to insurance agent resources today at:  https://theagentspot.com

Bullpen Sessions with Andy Neary
Using AI To Scale Your Insurance Agency, with Rodney Mattos, Sr.

Bullpen Sessions with Andy Neary

Play Episode Listen Later Jan 10, 2025 59:16


Welcome to the Accelerate Your Insurance Sales Podcast!  This week, I was joined in studio by Rodney Mattos, Sr. from Triforta to discuss how we effectively use AI to better serve our clients. We go in-depth into Rodney's career path, what gave him such an attention to detail, and how he was ahead of the curve with Apeironix, Triforta's technology solution. If you're looking to scale your insurance agency, you won't want to miss this one.  ▶▶ Upgrade Your LinkedIn Profile in 10 Minutes: https://www.completegameu.com/landing-page-1-5650 KEY MOMENTS (00:00:00) Introducing Rodney Mattos, Sr. (00:15:55) How To Build A Scalable Agency With Technology (00:20:33) AI Insurance Agency Management (00:29:09) Using AI For Data Extraction And Formatting (00:34:28) How Technology Will Shape The Future Of Insurance (00:41:03) Using Tech To Better Serve Your Clients (00:48:21) The Future Of This Industry CONNECT WITH ANDY NEARY Subscribe and listen to the Accelerate Your Insurance Sales Podcast

The Insurance Buzz
309. Managing from Afar: How to Successfully Run a Remote Insurance Agency with Stan Tebow

The Insurance Buzz

Play Episode Listen Later Dec 26, 2024 47:46


"Stories empower customers, and empowered customers make confident decisions. That's how you stand out in today's market." Michael Weaver Transform your Life Insurance sales in just 5 days! HEREWhat's in this episode:In this episode of The Insurance Buzz, Michael and Courtney sit down with elite agency owner Stan Tebow for an insightful conversation about managing a remote insurance agency and navigating industry challenges. Stan shares his perspective on the commoditization of insurance, the importance of educating clients, and how storytelling enhances the customer experience. He also discusses his agency's non-negotiables, processes, and the leadership lessons he's learned over 40 years in the business. Whether you're an agency owner or producer, this episode is packed with strategies to differentiate your business and connect with clients on a deeper level.[00:03:00] Industry changes: The dangers of commoditization and online insurance purchases.[00:08:00] Storytelling in sales: How it builds trust and empowers clients.[00:12:00] The “full coverage” myth: Educating clients on their policies.[00:36:00] Leadership insights: Aligning personal and agency goals for team success.[00:44:00] Closing: Contact details and mentorship opportunities with Stan.Connect with Stan:Email: stantebow@allstate.comRESOURCES + LINKSNEW BOOK “Quote 3: How to Make Multiple 6 Figures in Any Sales Organization" Order HERE Watch the full episode on YouTube: HEREJoin thousands of successful Insurance Agents who have achieved over $200 million in sales FREE 7-Day Demo TRY NOWTEXT METext "BUZZ" to (816) 727-7610 to chat directly with MichaelFOLLOWWebsite: https://www.weaversa.comLinkedin: https://www.linkedin.com/in/michaelweaverwsa/Youtube: https://www.youtube.com/@michaelweavertrainingFacebook: https://www.facebook.com/themichaelweaverInstagram: https://www.instagram.com/_michaelweaver_/