Podcasts about insurance agents

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Best podcasts about insurance agents

Show all podcasts related to insurance agents

Latest podcast episodes about insurance agents

Medicare For The Lazy Man Podcast
Ep. 861 - Enjoy a review of Fleetwood's (almost) negative review of my BLOCKBUSTER!!

Medicare For The Lazy Man Podcast

Play Episode Listen Later Oct 3, 2025 36:55


The Fleetwood review of my newest book:                                                    "Medicare for the Lazy Man: BARE BONES" is a dire warning that it was written by  (gulp) an INSURANCE AGENT! To quote the review: BEWARE! Returning to format, we began with the Medicare Advantage Minute: BC/BS of Texas announced the cessation of sales commissions for all of their MA plans. In the Your Medicare Benefits 2025 we address the Welcome to Medicare Preventive Visit and learn what is included as well as how Medicare will cover it. Department of Corrections: A previous trivia item about the origin of the Pink Panther had to be corrected. Finally, we dipped into the folder labelled "Correspondence" to enjoy some Q & A about two distinctly different situations. As an aside, both principals are now happy clients of mine, and I am happy to have them!   Contact me at: DBJ@MLMMailbag.com (Most severe critic: A+)                   Visit us on: BabyBoomer.ORG Inspired by: "MEDICARE FOR THE LAZY MAN 2025; SIMPLEST & EASIEST GUIDE EVER!" "MEDICARE DRUG PLANS: A SIMPLE D-I-Y GUIDE" "MEDICARE FOR THE LAZY MAN: BARE BONES!" For sale on Amazon.com. After enjoying the books, please consider returning to leave a short customer review to  help future readers. Official website: https://www.MedicareForTheLazyMan.com.

The Cody Askins Podcast Network
The BEST Insurance Agent Telesales Training! (Cody Askins & Dana Nesen)

The Cody Askins Podcast Network

Play Episode Listen Later Sep 30, 2025 27:27


I'm joined by Dana Nesen who gives some invaluable tips for telesales agents - don't miss this one!Learn more about Dana's agency here: https://www.empowerlifegroup.com/join-empowerFollow Dana on Social:Instagram: @finalexpensetelesales and @empowerlifegroup Facebook: search for Dana NesenEmail me: Dana@empowerlifegroup.com Website: www.empowerlifegroup.com #finalexpensetelesales #lifeinsurancesales #finalexpenseinsurance #lifeinsuranceagent #telesales #workfromhome #finalexpenseinsurance

The Cody Askins Podcast Network
How To Make Money FAST As A Life Insurance Agent! (Cody Askins & Ashley Colie)

The Cody Askins Podcast Network

Play Episode Listen Later Sep 26, 2025 52:24


If you want to learn how to start making money FAST as a life insurance agent, this is the video for you!Learn more about Ashley's Dream Makers Team here: https://www.thedreammakersteam.com/careersFollow Ashley on Instagram here: https://www.instagram.com/ashleyfoorcolie/Subscribe to Ashley's YouTube channel here: https://www.youtube.com/channel/UC-gOJY9srclG6RaQsGhdAMQ#lifeinsurance #insuranceagent #sales #success #career #podcast #insurancesales

Achievable Podcast - FINRA SIE and Finance Career Tips
Best practices for new life insurance agents

Achievable Podcast - FINRA SIE and Finance Career Tips

Play Episode Listen Later Sep 24, 2025 31:57


Want to crush it as a life insurance agent? Tony Steuer worked in the life insurance field for 35 years before becoming an author on insurance and financial literacy. In this episode, Tony shares his tips for starting a successful career as a life insurance agent, including the daily habits of winners, how to find your niche, certifications, building your network, and more. Tony has graciously provided Achievable podcast listeners with a free copy of his e-book "The Questions and Answers on Life Insurance Workbook" at https://www.tonysteuer.com/pl/2148701471. Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66, and the insurance life & health exam. Try our courses for free at https://achievable.me.

Agent Survival Guide Podcast
ICHRA vs. QSEHRA vs. Group Health Plans: Sales Opportunities for Insurance Agents

Agent Survival Guide Podcast

Play Episode Listen Later Sep 24, 2025 14:12


Small business have a few different options for offering coverage to their employees Learn about these 3 options and how your role as an agent fits in.   Read the text version   Register with Ritter Insurance Marketing   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: ACA 101: Selling Under-65 Health Insurance ACA Enrollment Periods Explained Contract & Get Appointed to Sell with Health Insurance Companies Community-Based Marketing for Insurance Agents Meet Your Sales Team Simplify Marketplace Enrollment with HealthSherpa Six Ways to Generate ACA Leads Social Media Marketing for Insurance Agents FREE eBook DOWNLOAD The Insurance Agent's Guide to Generating Referrals FREE eBook DOWNLOAD The ICHRA Opportunity for Agents ft. Lisa Marzolino & Danica Stover   References: “Agents & Brokers: How to Register to Sell Shop Insurance.” HealthCare.Gov, www.healthcare.gov/small-businesses/agents-and-brokers/. Accessed 25 Aug. 2025. Author: Louise Norris | Date Posted: October 11. “Can Small Businesses Use the ACA's Health Insurance Marketplaces (Exchanges)?” Healthinsurance.Org, 2 May 2025, www.healthinsurance.org/faqs/ive-heard-a-lot-about-health-insurance-exchanges-but-what-are-shop-exchanges/. “Find Local Help.” Local Assistance for Health Insurance Application, www.healthcare.gov/find-local-help/. Accessed 25 Aug. 2025. “Individual Coverage Health Reimbursement Arrangements (HRAS).” HealthCare.Gov, www.healthcare.gov/small-businesses/learn-more/individual-coverage-hra/. Accessed 25 Aug. 2025. “Nexben.Com.” Nexben, 22 May 2024, www.nexben.com/. “Promoting Healthcare Choice and Competition Across the United States.” Federal Register, 17 Oct. 2017, www.federalregister.gov/documents/2017/10/17/2017-22677/promoting-healthcare-choice-and-competition-across-the-united-states. “What Is a QSEHRA?” Healthinsurance.Org, 7 July 2025, www.healthinsurance.org/glossary/qualified-small-employer-health-reimbursement-arrangement/.   Follow Us on Social!  Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance     Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Not affiliated with or endorsed by Medicare or any government agency.

Wealth Talks
Dave Ramsey vs A Life Insurance Agent

Wealth Talks

Play Episode Listen Later Sep 23, 2025 36:40


Is Whole Life always better than buying term and investing the difference? Does buying term and investing the difference give you a better return on your money? What happens if you need to use some money from your investment along the way? Is any whole life insurance policy good for infinite banking?  These are a few of the questions that come up and we answer in this episode. Not everything is as clear as it first appears.

IA Forward
From Just Do It to Why Do It: What Nike's Change Means for Independent Agency Owners

IA Forward

Play Episode Listen Later Sep 23, 2025 31:39 Transcription Available


Nike's iconic Just Do It has shifted to Why Do It, but what does that mean for independent agency owners? Shane and Tonya break down Nike's pivot, the risks of fixing what isn't broken, and why asking “why” may be the most important step in building an agency that's truly yours. 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
Paper, Texts, or FaceTime: Bridging Communication Gaps

IA Forward

Play Episode Listen Later Sep 16, 2025 35:38 Transcription Available


How do you communicate effectively when your clients and staff can span generations? Traditionalists trust paper, Boomers want a phone call, Gen X prefer bullet-point emails, a millennial seeks collaboration, and Gen Z has a s video-first mindset. Shane and Tonya break down what each generation values and explore how agency owners can adapt without losing efficiency. 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 Cody Askins Podcast Network
Life Insurance Agent Earns $300,000 Working Final Expense Telesales! (CABOOM Leads Story)

The Cody Askins Podcast Network

Play Episode Listen Later Sep 10, 2025 35:38


In this interview, I sit down with Clark Stanley, a new life insurance agent who's crushing it in Final Expense telesales. Clark shares exactly how he went from zero experience to earning over $300K in commissions in his first 8 months — and how Caboom Leads played a huge role in his success.

The Ridiculously Amazing Insurance Podcast
How to Win Over Upset Insurance Customers Through Empathy and Great Service

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Sep 9, 2025 3:17


Agent Survival Guide Podcast
The Insurance Agent's Guide to Understanding Hospital Indemnity

Agent Survival Guide Podcast

Play Episode Listen Later Sep 9, 2025 1:59


Discover the benefits to selling hospital indemnity plans!     Download Your FREE Copy – The Insurance Agent's Guide to Understanding Hospital Indemnity Policies    Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.    Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance       Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel    Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/    Not affiliated with or endorsed by Medicare or any government agency.

Agent Survival Guide Podcast
How Insurance Agents Can Use AI Tools

Agent Survival Guide Podcast

Play Episode Listen Later Sep 8, 2025 10:58


Artificial intelligence can streamline and automate menial tasks for agents. In this episode find out the pros and cons of using AI for your insurance business.    Read the text version   Partner with Ritter Insurance Marketing!   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: Ask Integrity Gen Z and Insurance Sales: The Perfect Match How to Recruit Agents to Your Downline Integrity Tools for Agents Introducing Integrity for Agencies: Innovate Your Downline Insurance Business Register with Ritter Insurance Marketing Tips for Becoming a Top Producing Insurance Agency   References: “Siri.” Apple, https://www.apple.com/siri/. Accessed 6 Aug. 2025. “What Is Gemini and How It Works.” Gemini, https://gemini.google/overview/. Accessed 6 Aug. 2025. “Why Is Artificial Intelligence (AI) so Important?: CSU Global.” Colorado State University Global, 22 Apr. 2025, https://csuglobal.edu/blog/why-ai-important.   Follow Us on Social!  Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance     Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Not affiliated with or endorsed by Medicare or any government agency.

Agent Survival Guide Podcast
5 Medicare Myths Your Clients May Believe

Agent Survival Guide Podcast

Play Episode Listen Later Sep 5, 2025 17:08


This week, we tackle 5 Medicare myths that your clients may believe. Learn how to respectfully refute these myths, educate your clients, and empower them to make informed choices.   The Content Library from Ritter Insurance Marketing  

The Ridiculously Amazing Insurance Podcast
How to Train Insurance Customer Service Teams to Unwind Upset Customers

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Sep 2, 2025 3:14


How to Train Insurance Customer Service Teams to Unwind Upset Customers

The Cody Askins Podcast Network
How To Build $100K in Residual Income Fast As An Insurance Agent! (Cody Askins & Jack Hawthorne)

The Cody Askins Podcast Network

Play Episode Listen Later Sep 2, 2025 51:16


In this interview, I sit down with Jack Hawthorne, Chief Revenue Officer at Clearwater Benefits, as he shares his exact strategy for insurance agents to earn $100,000 in residual income within 6–12 months. Jack breaks down actionable steps, tips for scaling your business, and the mindset shifts you need to achieve long-term success.If you're an insurance agent ready to grow your income and build lasting residual revenue, this is a must-watch!My videos are made possible by the amazing members of CAStudios, our Exclusive Streaming Service. Consider joining us! ► https://castudios.tv/

IA Forward
What Got You Here Won't Get You There

IA Forward

Play Episode Listen Later Sep 2, 2025 32:28 Transcription Available


Shane and Tonya discuss what it means to pivot with purpose, and why embracing change isn't risky when it's rooted in strategy. Whether you're an agency owner stuck in the daily grind, a producer ready to lead, or someone clinging to what you've built out of fear of losing it, this conversation will challenge the way you think about growth, reinvention, and leadership. Because sometimes, the smartest move isn't staying the same. It's making the right kind of change. 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
Pitching Gen Z Perspectives with Campbell Bagshaw

IA Forward

Play Episode Listen Later Aug 26, 2025 33:59 Transcription Available


What happens when a Division I athlete spends her summer interning in the insurance world? You get a fresh, insightful look at how Gen Z views our industry. Shane and Tonya talk with Campbell Bagshaw, University of Kansas softball player and Integra's summer intern, to talk about what surprised her, what agency owners need to know about Gen Z, and why she thinks athletes are built for insurance. From marketing and communication to career potential and workplace culture, this episode is packed with new perspectives. 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.

Club Capital Leadership Podcast
Episode 491: Unlocking Success - How AI is Revolutionizing Sales Training for Insurance Agents with Michael Weaver

Club Capital Leadership Podcast

Play Episode Listen Later Aug 25, 2025 45:09


Fresh from a transformative three-week safari in Africa, Michael Weaver joins us to discuss his philosophy of building businesses that prioritize lifestyle alongside profit. From his award-winning days as a State Farm Agent to launching groundbreaking AI training software, Michael shares how he's created systems that allow true freedom while revolutionizing how insurance professionals train and grow.Key Takeaways & Action ItemsLifestyle Design - Build businesses around your desired lifestyle, not the other way around.AI Adoption - Start experimenting with AI tools now; the learning curve is worth the investment.Focus Strategy - Limit priorities to 3 key items per 90-day cycle for maximum impact.Team Development - Invest heavily in systems and team building for true business freedom.Mindset Foundation - Personal development and morning routines are critical to professional success.Resources & Contact InformationAgency Coach AIWebsite: agencycoachai.comText "AI" to: 816-727-7610Launch Date: August 21st (out NOW)Connect with Michael WeaverLinkedIn, Facebook, InstagramHost of "The Insurance Buzz" podcast (#2 ranked insurance podcast for 2025) https://www.youtube.com/playlist?reload=9&list=PLKFwk1109tsycme25jikxtojl-6-ucTd2Thanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding fee!Autopilot Recruiting helps small business owners solve their staffing challenges by taking the stress out of hiring. Their dedicated recruiters work on your behalf every single business day - optimizing your applicant tracking system, posting job listings, and sourcing candidates through social media and local communities. With their continuous, hands-off recruiting approach, you can save time, reduce hiring costs, and receive pre-screened candidates, all without paying any hiring fees or commissions. More money & more freedom: that's what Autopilot Recruiting help business owners achieve.

Fit Over 40 with Coach Clarence
The “Trusted Advisor” Test: Does Your Insurance Agent Pass?

Fit Over 40 with Coach Clarence

Play Episode Listen Later Aug 21, 2025 37:52


JR—Arizona's go-to home insurance specialist—breaks down how your policy can speed or stall a mortgage, refi, or HELOC. He shows what lenders verify (coverage limits, deductibles, replacement cost vs. ACV, effective dates, the mortgagee clause) and the gaps that jam closings—missing binders, wrong clauses, roof exclusions, HOA “walls-in” misunderstandings. Then he walks through the simple fixes he used on my policy to tighten coverage and cut costs: aligning limits with the appraisal, cleaning up endorsements, and timing the policy with closing so escrow stays smooth. Insurance built around your financing—not the other way around. An advisor beats a policy pusher every time. Join us for a conversation about one of Arizona's leading advisors, how his passion, love for God guides his business model.You can find out more about JR here: https://comparioninsurance.onemob.com/p/jrtheadvisorSupport the showPlease subscribe give us a review and share the show. Email show ideas or apply to be a guest at: info@coachclarence.com. We love your feedback.YouTube: Coach Clarence TVInstagram: www.instagram.com/clarencemfergusonInstagram: www.instagram.com/tharealcoachclarenceFacebook:https://www.facebook.com/groups/fitover40withcoachclarenceLinkedin:https://www.linkedin.com/in/clarencef/Pinterest: https://www.pinterest.com/CoachClarence/Twitter: https://twitter.com/fitnusbiznus

IA Forward
Buying Dreams, Blaming Insurance: FHA Loans Under the Microscope

IA Forward

Play Episode Listen Later Aug 20, 2025 36:43 Transcription Available


Headlines say rising insurance premiums are crushing the American dream of homeownership. But is insurance really the problem? Shane and Tonya discuss FHA loans, skyrocketing costs, and why insurance keeps getting blamed for issues created elsewhere. This conversation tackles affordability, financial reality, and the vital role independent agents play in helping clients see the truth behind the clickbait. 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.

Insurance Pro Blog Podcast
Can AI Replace Life Insurance Agents?

Insurance Pro Blog Podcast

Play Episode Listen Later Aug 17, 2025 35:19


Are you wondering if AI will make insurance agents obsolete? We put artificial intelligence to the test with four real-world insurance scenarios to see if it could handle the job. From simple term life quotes to complex cash value life insurance strategies, we wanted to know if AI could truly replace human expertise. You'll discover how AI performed when we asked it to quote term life insurance for a 35-year-old male needing $1 million in coverage. We also tested its ability to analyze indexed annuity illustrations and make recommendations for retirement income planning. The results ranged from surprisingly accurate to completely made-up numbers. We explore why AI struggled with company recommendations, often suggesting businesses that no longer exist or don't offer the products mentioned. You'll learn about the fundamental misunderstandings AI has about how indexed universal life insurance works. We also discuss where AI actually excels, like summarizing complex policy illustrations and organizing information. You'll hear our thoughts on where AI could genuinely improve the insurance industry, particularly in customer service and underwriting processes. We explain why term life insurance might be the first area where AI becomes truly useful for consumers. We also discuss the barriers preventing AI from accessing the real-time data it needs to be more effective. _____________________ Ready to work with real insurance professionals who understand your unique situation? Contact us today for personalized guidance on life insurance, annuities, and retirement planning strategies that AI simply can't match.

Agent Survival Guide Podcast
What New Insurance Agents Need to Know

Agent Survival Guide Podcast

Play Episode Listen Later Aug 13, 2025 7:33


Hear tips and advice from industry veterans about making sales and connecting with new clients. If you just started in the insurance industry, this episode is for you!   Work with Ritter Insurance Marketing   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Ritter Resources: How Insurance FMOs Work – FREE eBook Integrity Tools & Resources PlanEnroll – Take Your Business to the Next Level The Ritter Platform Your Step-By-Step Guide to Getting Started in Insurance Sales - FREE eBook   Ritter Blog: 10 Essential Tools for Beginner Insurance Agents Are You Self-Sabotaging Your Insurance Sales Success? Questions to Ask Clients Shopping for an ACA Plan   More episodes from ASG: AHIP Test Tips and Tricks for Medicare Certification Medicare Enrollment Periods Explained The Difference Between Captive and Independent Agents   Follow Us on Social!  Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance     Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Not affiliated with or endorsed by Medicare or any government agency.

IA Forward
The Legislation That Could Change Your Agency and Why It Matters

IA Forward

Play Episode Listen Later Aug 12, 2025 29:49 Transcription Available


What if one bill could change how you do business overnight? Shane and Tonya discuss the Insurance Regulatory Reform Act, federal legislation that has very real consequences for independent agents. From the threat of dual regulation to the risk of losing speed and flexibility, this episode dives into why the fight to keep insurance oversight at the state level (and out of Washington) matters now more than ever. They explore the politics, the ripple effects, and break it all down in a way that makes sense (and maybe even makes you want to pick up the phone and call your senator). 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 Future of Insurance
The Future of Insurance – Reid Holzworth, CEO, Ivans

The Future of Insurance

Play Episode Listen Later Aug 12, 2025 33:17


Episode Info Reid Holzworth leads Ivans' strategic direction. He is a prominent insurance industry leader with extensive insurance experience in both broker and insurer distribution environments. Reid began as an independent agent, frustrated that the products on the market didn't fit well with his business model. So he founded and became CEO of TechCanary, an InsurTech leader on the Salesforce platform  that Applied Systems acquired in 2019. TechCanary built an innovative set of insurance solutions on the Salesforce platform to create choice and flexibility for agencies who prefer Salesforce.com, which has since been incorporated in Applied's portfolio under the name Applied Epic for Salesforce. Episode Highlights Introduction The video begins with a discussion about Reid's journey into the insurance industry, starting on the broker side and eventually managing an agency. Reid shares insights into their experience of franchising an agency and building a system on the Salesforce platform. Key Topics Discussed Building TechCanary Reid founded TechCanary, a technology company that became the leading insurance solution on the Salesforce platform. They discuss the partnership with Salesforce and the expansion into working with MGAs, carriers, and wholesalers. The Role of Ivans Ivans is highlighted as a crucial player in connecting carriers and agencies. Reid explains how Ivans transitioned from a nonprofit to a for-profit entity and its acquisition by Applied Systems. Technology and Innovation in Insurance The conversation touches on the integration of third-party data sources and the importance of operational efficiency. Reid emphasizes the need for continuous innovation and adaptation in the insurance industry. Challenges and Opportunities Reid discusses the challenges faced in the insurance industry, such as the need for better data management and the potential of AI and other technologies to transform business operations. He does not see AI replacing agents and brokers because of the way relationships are so critical to the work they do, but does see areas will it will have great impact, especially for work that has shifted to lower cost locations globally. Future Outlook The video concludes with a forward-looking perspective on the insurance industry, highlighting the importance of evolving and iterating on business models to stay competitive. Conclusion Reid shares his unique vantage point in the industry, bridging the gap between traditional agency operations and modern technological advancements. The discussion underscores the dynamic nature of the insurance industry and the continuous need for innovation. 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.

IA Forward
Building Your Agency Like Jeter Played Ball

IA Forward

Play Episode Listen Later Aug 5, 2025 29:03 Transcription Available


Drawing inspiration from baseball great Derek Jeter, Shane and Tonya discuss how focusing on daily consistency, foundational systems, and small wins can create powerful long-term momentum. Whether you're building a personal lines powerhouse or scaling your team, showing up, doing the work, and building on base hits can take your agency further than any one home run ever could. 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.

Dropping Bombs
Great Advice To New Insurance Agents! | Best Policies to Sell

Dropping Bombs

Play Episode Listen Later Aug 1, 2025 84:29


LightSpeed VT: https://www.lightspeedvt.com/⁣ Dropping Bombs Podcast: https://www.droppingbombs.com/⁣ ⁣ You're here because you want to win—big. Brad Lea doesn't mess around. In this episode, he sits down with Misty Bolt to tear into her journey from a traumatic childhood to building a thriving business in the insurance industry, proving how resilience, faith, and the right training can transform lives and create lasting financial success through Medicare sales, delivering the unfiltered truth you won't find anywhere else. No fluff, just real talk and actionable steps to crush it in business and life.⁣ ⁣ Misty's links⁣ https://www.medicaremisty.com⁣ ⁣ Brad Lea is a self-made entrepreneur who turned small-town grit into a multi-million-dollar empire. With over 25 years dominating sales and leadership, he's mentored thousands to outsmart, outwork, and out win their competition. His top-rated podcast, Dropping Bombs, brings raw, game-changing insights from the biggest names in business.⁣ ⁣ LightSpeed VT is Brad's brainchild—the world's leading interactive training platform. It's built to make your team sharper, faster, and more effective, without wasting time or money. Whether you're a startup or a Fortune 500, LightSpeed VT is how you scale success and dominate your industry. Curious? Check it out:⁣ https://www.lightspeedvt.com/⁣ ⁣ Brad's also behind Closer School, the go-to program for mastering sales and closing deals like a pro. Want to 10x your income? This is where you start. His book, The Hard Way, lays out the brutal, honest lessons he learned building his empire—your blueprint to winning the game. Get it here: https://bradlea.com/product/the-hard-way/⁣ ⁣ This isn't just a video. It's a wake-up call. Watch it. Share it. Act on it.⁣ Closer School: https://www.closerschool.com/cs

The Cody Askins Podcast Network
How To Make Six-Figures From Home As An Insurance Agent! (Cody Askins & Jessi Park)

The Cody Askins Podcast Network

Play Episode Listen Later Jul 30, 2025 36:33


In this episode, I talk with Jessi Park, a powerhouse entrepreneur and founder of Inspired Insurance Solutions, about how she went from being a broke single mom to creating a multi-million dollar insurance agency – all while working from home and building a six-figure residual income.Learn more about Jessi here: https://stan.store/itsjessipark#sales #salestraining #insurance #insuranceagents #workfromhome #career My videos are made possible by the amazing members of CAStudios, our Exclusive Streaming Service. Consider joining us! ► https://castudios.tv/

Agency Nation Radio - Insurance Marketing, Sales and Technology
Breaking Into Commercial Lines and Smart Tips for New Insurance Agents

Agency Nation Radio - Insurance Marketing, Sales and Technology

Play Episode Listen Later Jul 23, 2025 25:41


On this episode of Agency Nation Radio, Cash McMillen, partner and executive vice president of operations at The Cashion Company Insurance in Little Rock, Arkansas, and chairman of the Big “I” national Young Agents Committee, hosts a discussion with two young agents about getting started as a commercial lines independent insurance agent. Deuel Romero, commercial lines agent at Tedford Insurance in Tulsa, Oklahoma, and Kate Adams, commercial lines marketing manager at Flood & Peterson in Denver, Colorado, explore why and how to choose a commercial lines niche, how to get up to speed in a new industry segment, and tips for building a strong network. Romero discusses his work with Hispanic business owners and Adams shares insights from her business marketing role and how her commercial lines background helps her connect with clients. "I think people are too afraid of making mistakes," Adams says. "The lessons that we have learned the best, and that have stuck with us, have been from the mistakes that we've made along the way." Romero and Adams were also featured alongside eight other young agents in Independent Agent magazine's June issue. https://www.iamagazine.com/2025/06/01/license-to-lead-meet-10-young-agents-35-and-under/ Agency Nation Radio is where insurance professionals turn on the mic and share unscripted stories about leadership, technology, marketing, success, and failure—stories that helped make them the professionals they are today. From Main Street USA to the pages of Independent Agent magazine—we've got the stories you want to hear. For more, catch Agency Nation Radio on your favorite streaming platform or visit iamagazine.com/category/podcasts.

Serve No Master : Escape the 9-5, Fire Your Boss, Achieve Financial Freedom
 Is Your Next Insurance Agent Going To Be An Artificial Intelligence Agent With Steve Miller

Serve No Master : Escape the 9-5, Fire Your Boss, Achieve Financial Freedom

Play Episode Listen Later Jul 21, 2025 27:39 Transcription Available


Welcome to the Artificial Intelligence Podcast with Jonathan Green! In this episode, we dive into the transformative power of AI in the insurance and healthcare industry with our special guest, Steve Miller, a seasoned consultant with a passion for revolutionizing healthcare systems.Steve brings a wealth of experience and insights into how AI is poised to redefine the insurance landscape, emphasizing the shift from outdated systems to data-driven, efficient processes. He discusses the potential of AI to streamline administrative tasks, enhance transparency, and ultimately improve patient care, while cautioning against the misuse of AI for profit maximization rather than patient benefit.Notable Quotes:"The tricky part with healthcare... there's been no single source of good healthcare information." - [Steve Miller]"It's happening... but we have to be conscious and I don't think people are realizing how fast AI is going to change things." - [Steve Miller]"Imagine that AI already has all those answers... It's going to be game changing." - [Steve Miller]"You start to think of what value is the insurance company actually providing?" - [Steve Miller]Steve underscores the need for transparency and data accessibility to harness AI's full potential, advocating for a healthcare system that genuinely prioritizes patient welfare. He highlights innovative solutions and startups aiming to disrupt the status quo and foster a more equitable and effective healthcare environment.Connect with Steve Miller:LinkedIn: https://www.linkedin.com/in/ebguru/ Steve shares insights about ongoing efforts to bring transparency to healthcare pricing and how AI tools can empower individuals with comprehensive health data at their fingertips. If you're intrigued by how AI can transform healthcare and want to learn from an industry expert, this episode is a must-listen!Connect with Jonathan Green The Bestseller: ChatGPT Profits Free Gift: The Master Prompt for ChatGPT Free Book on Amazon: Fire Your Boss Podcast Website: https://artificialintelligencepod.com/ Subscribe, Rate, and Review: https://artificialintelligencepod.com/itunes Video Episodes: https://www.youtube.com/@ArtificialIntelligencePodcast

The Insurance Buzz
367. [HIGHLIGHT] Lead Generation Strategies for Insurance Agents that don't SUCK!

The Insurance Buzz

Play Episode Listen Later Jul 17, 2025 16:53


Better Wealth with Caleb Guilliams
The Lie Too Many Life Insurance Agents Still Tell

Better Wealth with Caleb Guilliams

Play Episode Listen Later Jul 7, 2025 55:03


Covering the biggest misconceptions and issues in the life insurance/infinite banking industries with Canadian life insurance expert, Philip Setter from @AffinityLifeWant Front Loaded Whole Life Insurance? Go Here: https://bttr.ly/bw-yt-aa-clarity Want Us To Review Your Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-review ______________________________________________ Learn More About BetterWealth: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

The Steve Harvey Morning Show
Uplift: Inspired by her father, has mentored over 250 life insurance agents and served more than 5,000 families.

The Steve Harvey Morning Show

Play Episode Listen Later Jun 27, 2025 24:45 Transcription Available


Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Brianna Johnson. A dynamic entrepreneur and founder of Legend Life Financial. Here's a breakdown of the key highlights and insights from the episode:

Strawberry Letter
Uplift: Inspired by her father, has mentored over 250 life insurance agents and served more than 5,000 families.

Strawberry Letter

Play Episode Listen Later Jun 27, 2025 24:45 Transcription Available


Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Brianna Johnson. A dynamic entrepreneur and founder of Legend Life Financial. Here's a breakdown of the key highlights and insights from the episode: