Podcasts about insurance agents

Insurance expert Chris Burand highlights the growing E&O exposures facing agents in 2026, from licensing issues and excluded drivers to unregulated associations and expanding legal standards of care, … Read More » The post Emerging E&O Risks Every Insurance Agent Needs to Know in 2026 | Chris Burand appeared first on Insurance Journal TV.

Learn more about the NABIP Medicare Advantage Certification. This program is another way agents can satisfy their Medicare & Fraud, Waste, and Abuse training requirements.   Read the text version   Get Connected:

Everyone knows how to find Flo, the Geico Gecko, or Jake from State Farm. But how do customers actually find an independent insurance agent?One of the biggest challenges (and greatest opportunities) for independent agencies is visibility. We discuss online reviews, referrals, community involvement, referrals, social media, authentic relationship-building, and the real ways customers discover and choose independent agents.T If you've ever wondered why some agencies seem to attract customers effortlessly while others struggle to get noticed, this episode offers practical ideas you can implement right away.Learn more at IntegraPartnerNetwork.com.

In this episode of the Academy Aftershow, George Jack talks with insurance educator Kevin Amrhein as he breaks down some of the most overlooked commercial property coverage pitfalls, … Read More » The post Commercial Property Coverage Traps Every Insurance Agent Should Know | Kevin Amrhein appeared first on Insurance Journal TV.

Want to write 30 life policies in 30 days? Join Michael Weaver's FREE live training - Thursday, June 4th at noon Central.

The hard market forced a lot of agencies into survival mode. We became insurance hostage negotiators for frustrated clients. But as the market begins to stabilize, this is our opportunity to remember who we really are.We're not order takers, quote machines, or in the business of finding the cheapest policy every six months. We're advisors, educators, and advocates.And the agencies that thrive in the next chapter won't be the ones chasing the lowest price. They'll be the ones creating the deepest trust.Learn more at IntegraPartnerNetwork.com.

The 2027 Marketplace Final Rule from CMS is here! Join Sarah as she pulls out takeaways for insurance agents selling ACA plans.   Get Connected:

IA Forward tackles one of the biggest questions facing independent insurance agencies right now: Is AI going to replace traditional agency roles? From CSRs and account managers to producers and agency owners, the conversation explores what AI is actually changing, what it definitely isn't, and where agencies can gain efficiency without losing the human relationships that make independent insurance agencies differentLearn more at IntegraPartnerNetwork.com.

Van Mueller's story shouldn't work. He failed his insurance licensing exam three times, spent 16 years as a self-described “cancer” in his agency, and was eventually fired — by three branch managers simultaneously. Then, in his 17th year, a mentor gave him a single directive that changed everything: stop worrying about yourself and start taking care of people.   The result? 36 consecutive years at Top of the Table, speaking engagements around the world, and a reputation as one of the most effective question-based sales trainers in the insurance and financial services industry.   In this episode, Van sits down with host Scott Heinila to share the framework, the mindset, and the exact questions that have driven his career — and how any advisor can apply them starting today.   In this episode: The 5 core conversation topics every advisor should be raising with every client Why “process” questions outperform product pitches every single time How Van got a $600,000 client by asking one question in a grocery store The IRA/401(k) question that stops people cold — and opens the door to a full planning conversation Why Americans love to buy but hate to be sold — and how to position yourself on the right side of that The three things every advisor must do to build a thriving practice: appointments, inspiration, and finding the money How Van's newsletter delivers ready-to-use questions and tax insights advisors can deploy immediately Why repetition — not more product knowledge — is the real key to mastery **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

Most agents don't have an opportunity problem… they have a skill problem. In this episode of the Life Insurance Academy Podcast, Roger Short and Chris Ball break down the real reason so many agents stay stuck, inconsistent, and broke in the insurance industry — even while working hard. They dive into: • The 4 stages every successful agent goes through • Why motivation alone won't make you money • The hidden cost of staying "self-trained" • How real immersive training changes everything • What separates agents who struggle from agents who scale If you've ever felt frustrated, overwhelmed, or unsure why things aren't clicking yet… this episode is for you. You'll hear powerful stories from real agents who transformed their confidence, production, and careers by getting into the right environment and developing real sales skills. Whether you're brand new or already producing, this conversation will challenge the way you think about growth, coaching, and what it actually takes to win in telesales and life insurance sales.

On this episode of The Ty Brady Way, Ty sits down with Andy Neary, former professional baseball pitcher turned insurance industry consultant and founder of Complete Game Consulting, for a conversation packed with hard-earned wisdom on branding, leadership, mindset, and what it really takes to go from stuck to scaling. Andy's path into insurance started the way many do: by accident. After playing Division One baseball at the University of Wisconsin-Milwaukee and spending two years in the Milwaukee Brewers minor league system, he found a pink slip in his locker and a family friend pointing him toward New England Financial. But the limiting beliefs that derailed his baseball career, fear of judgment, fear of comparison, fear of failure, followed him straight into his sales career and kept him mediocre for the better part of a decade. The real turning point came in 2014 when he and his fiancé Amy packed up and moved to Colorado, giving Andy a blank slate and the push he needed to bet on himself for the first time. He built a personal brand on LinkedIn when most people in the industry were still laughing at the idea, generated inbound leads by showing up every day with valuable content, and eventually had peers asking him to teach them what he'd done. By 2021, he walked away from his book of business entirely and went all in on Complete Game Consulting, which today helps insurance professionals craft a sales message that gets the right prospects to say, tell me more. The heart of this conversation is the mindset gap between six-figure and seven-figure producers, and Andy breaks it down into three shifts. The first is investing in yourself without waiting for someone else to foot the bill, a non-negotiable he says separates top producers from everyone else. The second is putting in the work when no one is watching. The third is owning the result, good or bad, and treating every loss as data rather than defeat. From there, Andy walks through the three questions every stuck agent needs to answer: what makes you different, what is your zone of genius, and who is your ideal buyer? Get those three things clear, he argues, and you have the foundation to become a genuine thought leader in your niche, regardless of whether you've been in the business two months or twenty years. Andy and Ty also dig into the future of the industry, and Andy makes a compelling case that AI won't replace the relationship-driven insurance professional, but it will absolutely replace the transactional broker. His take is that the producer role is shifting from consultative advisor to industry expert, and agents who embrace that shift and use AI to automate the mundane so they can spend more time on relationships will thrive. Those still evaluating their stance on AI, in his words, are already getting left behind. The episode closes with two pieces of advice that Andy, a self-described natural introvert, says changed the way he sells. First, if you believe in what you sell and believe it helps people, you have an obligation to tell as many people as possible. Second, your job in a sales conversation isn't to win the business, it's to help the prospect make a clear and confident decision, even if that decision is no. Andy leaves everything with one final word: consistency. It's the only secret sauce, and the best producers in the industry have simply mastered the art of showing up every single day. As always, we would like to hear from you! Email us at thetybradyway@gmail.com

Is AI going to replace you? Maybe, but probably not. Why? Let's talk about it...More resources at https://medicaregrind.com/https://medicaregrind.com/

Thinking about making the leap from being an exclusive agent to independent agency ownership? The right questions matter.  Tonya, Mike, and Robby Jabour discuss what exclusive agents need to know before making the move. From book ownership and contracts to carrier access, quoting models, profit sharing, onboarding support, and hidden costs, this conversation is a practical guide to evaluating agency network opportunities with confidence. Learn more at IntegraPartnerNetwork.com.

Check out Ritter Insurance Marketing's Content Library for a simple way to Educate, Entertain, and Retain your clients. In this episode, we cover what the Content Library is, what it offers, and why you should be using it today! Read the text version   Get Connected:

Not sure how to scale your business sustainably? We walk through specific equations agents and agencies can use (and tweak!) depending on how you'd like to grow.   Read the text version   Get Connected:

Does Facebook fit into your social media strategy? In this episode, we highlight best practices for insurance agents developing their online presence.   Get Connected:

Everyone wants the secret to growing a successful agency. Here's the truth: there isn't one. Shane, Mike, and Tonya break down what actually drives growth (and it's not a magic strategy, a viral marketing idea, or a one-time win).  We talk about what it really looks like to move from process to profit: refining your workflows, adapting to technology, and committing to the habits that successful agencies don't skip. Learn more at IntegraPartnerNetwork.com.

Find out why LinkedIn is a must-have for insurance agents! Learn more about networking on this platform, enhance your online presence, and hear tips and strategies for agents of all experience levels.   Get Connected:

What do successful agency owners and elite athletes have in common? More than you might think. Emma Tatum joins Shane, Mike, and Tonya to talk about creating momentum through stoic leadership. From agency growth to the danger of overreacting to setbacks, this conversation connects the mindset of high performers on the field to business owners building something meaningful. If you've ever struggled to recognize progress, trust your process, or create structure in the freedom of entrepreneurship, this episode is for you.Learn more at IntegraPartnerNetwork.com.

Broaden your reach by combining forces with a like-minded affinity partner! If you're looking to grow your insurance business, affinity marketing is a great strategy that won't break the bank.    Read the text version   Download The Insurance Agent's Guide to Establishing Successful Affinity Partnership   Get Connected:

The Friday Five for April 24, 2026: [00:25] Hits & Headlines [01:41] New Podcast From KFF [03:33] Tech Takeaways [05:42] Amazon to Discontinue Older Kindles [08:47] Amazon One Medical GLP-1 Management Program   Get Connected:

Pool Pros text questions hereIn this episode, Steve Sherwood interviews Pat Grignone from California Pool Association to explore how pool service professionals can optimize their business operations, partnerships, and insurance strategies to grow profitably and sustainably.Keywordspool service, business growth, partnerships, insurance, pool renovation, subcontracting, liability, pool industryKey TopicsBusiness capacity and scaling in the pool industryPartnering with subcontractors and specialistsManaging insurance and liability for large projectsStreamlining operations for profitabilityBest practices for pool renovation and startupGuest NamePat GrignoneSound Bites"Control the entire renovation and startup process""Talk to your insurance agent before big projects""Check in with your insurer when business changes"Chapters00:00Introduction and Guest Introduction00:15Steve's Personal Pool Industry Story01:09Challenges of Scaling a Pool Service Business02:01Balancing Service, Repairs, and Billing02:54Strategies for Managing Growth and Capacity04:02Partnering with Subcontractors and Vendors08:31Pricing and Profitability in Renovations09:23Managing Renovation and Startup Processes10:45Controlling Quality and Long-term Service11:37Partnerships with Leak Detection and Plaster Companies12:35The Cost of Equipment and Building a Large Company13:45Controlling the Entire Pool Renovation Process14:25Advice for Companies Outsourcing Jobs15:16Financial and Insurance Considerations for Large Jobs16:11Tax and Insurance Implications of High-Value Jobs18:01Monitoring Revenue and Insurance Changes18:55Closing Remarks and Contact Information Support the showThank you so much for listening! You can find us on social media:FacebookInstagramTik TokEmail us: talkingpools@gmail.com

Did you know that Ritter offers turnkey content marketing materials for agents? Learn more about the Content Library: a free resource featuring compliant content created specifically for insurance agents to start, scale, and sustain digital marketing efforts.   Check out the Content Library for Insurance Agents!   Additional Resources: Content Library: Cooking for Beginners ft. Jeff Snyder Content Library: Mastering Medicare Insurance Coverage ft. Jeff Snyder 5 Spooky Stories for Halloween

What can agency owners actually do to improve future contingency and profit-sharing results? From retention and carrier alignment to policy-per-customer growth and the hidden cost of remarketing, this conversation focuses on the day-to-day decisions that shape long-term profitability.We discuss why building an agency that is more efficient and more intentional becomes more profitable, and how developing strong carrier partnerships creates lasting opportunities.Learn more at IntegraPartnerNetwork.com.

Tony chats with Tom Wetzel, AI for Insurance Agents and Cyber Crime Expert. This is a quick update on how cyber criminal are using Agentic AI and what you can do about it. This affects us all:Tom Wetzel: https://www.linkedin.com/in/thomaswetzel957/?skipRedirect=truePrior Episode on PIR: https://youtu.be/bSCQU9QiMZI?si=bd8iTrQm1_fC00uyVideo Version: https://youtu.be/fjltAREVkdE

Learn more about the critical illness product (and how to cross-sell it!) with our free guide for insurance agents! Ready to cross-sell with confidence? Start by downloading your copy of Ritter's newest eBook today.   Download your FREE copy of The Complete Guide to Selling Critical Illness Plans   Additional Episodes You Might Like: 4 Ancillary Cross-Sales to Show Clients You Care How Storytelling Helps Agents Quickly Connect with Clients ft. Don Connelly Making Cross‑Selling Less Awkward for Insurance Agents ft. Demetri Simos and Dawn Myers   Get Connected:

It's easy to feel isolated in the insurance industry. But if you talk with Dawn Myers, you'll quickly understand why she says isolation is just that, a feeling. And an optional one at that. She explains how connection, collaboration, and showing up changed everything for her.   Find Dawn Myers Online: LinkedIn Stay Paid: Relationships, Referrals & The Power of Partnerships   Get Connected:

Insurance agents are trained annually using FinCen manuals to identify frivolous financial services products. How did this insurance agent let himself get scammed?

Why do some agencies benefit from contingency bonuses, while others never see them? The answer may not be what you think. Episode 312 isn't about chasing a bonus check, it's about building a business that earns them consistently.We talk through the evolution of compensation in the insurance industry, why profit sharing exists today, and how agency structure, retention, and loss ratio all play a role in the outcome. Whether you're part of a network or operating on your own, understanding how this works can change the way you think about growth, carriers, and long-term strategy.Learn more at IntegraPartnerNetwork.com.

Unlock the secret of cross-selling insurance without coming across as salesy, scared, or awkward! Demetri Simos (Vice President of GTL) and Dawn Myers (VP of Sales & Marketing Delaware Valley Brokerage Service) join the Agent Survival Guide to talk about cross-selling insurance products. Listen to learn strategies you can implement in your own insurance business!   Connect with Our Guests: Dawn Myers on LinkedIn Demetri Simos on LinkedIn   Resources:

What really happens in your agency when you walk out the door? Do things keep moving? Or does everything stop and wait on you? Tonya and Mike look at what it means to build an agency that can actually function without the owner in the room. From vacations and conferences to unexpected time away, they discuss how culture, trust, and decision-making show up when leadership isn't there.They talk about the habits that create owner dependency, the difference between busy and scalable, and why many agency owners struggle to let go even when they know they need to. You'll hear practical ways to build a team that can think, act, and serve clients with confidence, along with the small shifts that turn task-takers into decision-makers.Because the truth is simple: If everything stops when you leave, you don't own a business. You own a job with overhead.Learn more at IntegraPartnerNetwork.com.

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery is joined by Bradley Flowers, CJ Hutchinson, and Landry Fields for a powerful conversation on how modern insurance agents can work smarter with AI.From the real impact of AI on insurance agencies to automating life insurance prospecting with Co-work, this episode dives into how technology is reshaping the way producers sell, communicate, and grow. The group also explores why the future of insurtech is rooted in collaboration over competition, how to strike the right balance between tech and relationships, and why the next big shift may be voice over keyboard.They also tackle the rapid pace of AI innovation, what agents need to do to stay ahead, and why intentionally protecting your time is essential for long-term agency growth. If you're looking to stay relevant, efficient, and competitive in today's changing insurance landscape, this episode is packed with insights you won't want to miss.

Tired of juggling phone calls, planner pages, and double-booked appointments? It might be time to level up your scheduling strategy. Listen as we compare appointment schedulers that help agents save time, stay compliant, and make booking a little easier.   Read the text version   Get Connected:

David Denning is the co-founder of Jumpstart Go, along with his wife and partner, Elle. They help insurance agents and agencies build a predictable pipeline without buying leads or cold calling. Their strategies focus on practical organic social media marketing, referral partner systems, and simple processes that turn content into conversations and conversations into clients. David and his team have worked with more than 1,000 agents across all lines of insurance, and they lead a Facebook group of more than 36,000 insurance professionals called “Marketing for Insurance Agents”. Their frameworks have helped agents take control of their own marketing & lead generation to scale more profitable and have fun being authentic at the same time. David loves enjoying every moment of life and enjoys pickleball, mixology, and traveling/working around the world with Elle.Learn more: https://jumpstartgonow.com/action-call/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-david-denning-co-founder-of-jumpstart-go

David Denning is the co-founder of Jumpstart Go, along with his wife and partner, Elle. They help insurance agents and agencies build a predictable pipeline without buying leads or cold calling. Their strategies focus on practical organic social media marketing, referral partner systems, and simple processes that turn content into conversations and conversations into clients. David and his team have worked with more than 1,000 agents across all lines of insurance, and they lead a Facebook group of more than 36,000 insurance professionals called “Marketing for Insurance Agents”. Their frameworks have helped agents take control of their own marketing & lead generation to scale more profitable and have fun being authentic at the same time. David loves enjoying every moment of life and enjoys pickleball, mixology, and traveling/working around the world with Elle.Learn more: https://jumpstartgonow.com/action-call/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-david-denning-co-founder-of-jumpstart-go

TAKE THE NEXT STEPMost agents don't fail from lack of knowledge.They fail from lack of execution.If that's you—we can fix it.

In today's unpredictable economic climate, many insurance professionals are asking the same question: Is now really the right time to start an independent agency?  We talk mindset, strategy, and the real-world realities of agency ownership during uncertain times, and why waiting for the “perfect moment” may actually be the biggest risk of all.We also discuss starting from scratch versus purchasing a book of business, how technology has lowered barriers to entry, and why readiness is more about mindset and relationships than economic conditions. If you've been considering independence (or wondering whether you should stay the course where you are), this conversation will challenge your assumptions and help you think differently about timing, risk tolerance, and long-term opportunity in the independent agency channel.Learn more at IntegraPartnerNetwork.com.

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Independent insurance agency owners balance tension between short-term pressure and long-term growth, trying to survive, scale, and stay sane.This episode challenges why so many owners overcommit early, how comparison can distort progress, and why real agency growth rarely happens in a straight line. From snowball effects to the danger of panic-driven decisions, this is a practical reminder that lasting success is usually built more slowly than we want, but bigger than we imagine.Learn more at IntegraPartnerNetwork.com.

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Everyone loves the home run. The viral moment. The massive account win. The big splash that makes headlines. But great agencies aren't built on home runs. They're built on base hits.In this episode, Shane and Tonya are joined by University of Kansas senior softball player Emma Tatum talks about the surprising parallels between competitive athletics and building a successful independent insurance agency.They explore why consistency, grit, and doing the small things well often matter more than chasing the big win. If you're tired of chasing the "next big thing" and want to build something sustainable, this episode will change the way you think about growth.Learn more at IntegraPartnerNetwork.com.

FREE TRAINING — Last Minute Life Push: Finish Q1 StrongTurn conversations you're already having into life insurance sales before the quarter ends.

Hail has officially surpassed hurricanes and wildfires as the costliest natural disaster in the U.S. over the last 25 years—a shift that became visible three years ago and created a massive market opportunity. Wesley Pergament recognized this trend early and built Sola Insurance around it, transforming how homeowners protect their properties by eliminating the subjective claims process that's plagued the industry. After closing their Series A, Sola has cracked the code on hail insurance: using parametric weather data triggers to reduce claim resolution from months to days, cutting fraud that was driving $15,000-$20,000 deductibles, and building a 100% referral-driven distribution engine through independent insurance agencies. In this episode of BUILDERS, Wesley reveals how they pivoted from tornado to hail coverage in month two, why they've run zero outbound for 18 months while scaling exponentially, and how they're rebuilding policy forms and modeling from scratch to become the go-to natural disaster insurance provider.Topics Discussed: The data signals that showed hail crossing over as the #1 costliest natural disaster Rebuilding insurance policy forms and modeling around objective weather data vs. indemnity claims How wind and hail deductibles exploded from $1,000 to $15,000-$20,000, effectively excluding roof coverage Why independent agencies are multi-generational businesses where reputation is everything The mechanics of building a pure referral engine that eliminated all outbound for 18 months Creating complementary coverage that's becoming fundamental infrastructure in home insurance packages Using hail diameter, storm duration, and damage indicators to create parametric triggers The strategic sequencing of sales-first, then product, now marketing investments post-Series A Why addressing the fraud problem first unlocked both pricing and claims experience advantagesGTM Lessons For B2B Founders:Invest disproportionately in first-call onboarding when entering regulated channelsUse regional conference immersion for channel insight, not lead generationDesign systematic referral prompts at trust milestonesSequence GTM investment around validated constraint-breaking, not best practicesRebuild the broken process structurally, don't optimize it incrementally// Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.ioThe Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co//Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

Growth isn't about hiring more of you. It's about building an agency that works without you. One of the most misunderstood growth decisions in independent agencies is hiring yourself versus hiring your weakness.Many owners stay stuck doing everything because “no one can do it like I can.” That mindset keeps you busy, but it doesn't make you scalable. Learn more at IntegraPartnerNetwork.com.

During the California Gold Rush, thousands headed west to dig for fortune. Very few struck it rich. But the people who sold the picks, shovels, boots, and supplies?They built empires. In this episode, I break down why I now make more money helping insurance agents than I ever did being…

Inconsistent production?It's not motivation — it's visibility.LIVE Thursday at Noon CTSee how top agencies prove accountability on every call.