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Highlights from the April 28 webcast “The Rise of the Digital Insurance Agency: 3 Award-Winning Agents Share How They Drive Growth with Digital.” This event was moderated by Geoffery Metzand featured Jeff Roy, CEO, Excalibur Insurance; Majda Baltic, Founder & CEO, Majdas Touch Insurance; and James Castell, Director of Sales and Marketing, Castell Insurance. The webcast can be found in its entirety on demand at https://www.propertycasualty360.com/2021/03/10/the-rise-of-the-digital-insurance-agency-3-award-winning-agents-share-how-they-drive-growth-with-digital/
In this episode of Agency Intelligence, James Castell joins guest host Mike Crowley. James talks about how he successfully joined a family agency by opening a new product division in their agency and within 10 years is awarded one of Liberty Mutual's agent of the year awards. Episode Highlights: James shares how he got into the insurance industry. (2:43) James mentions how the give and take with his father went. (8:39) James shares how he was able to turn a Medicare supplement agency into an agency of the future in less than ten years. (17:38) James explains what they created for Medicare clients. (21:43) James gives a piece of advice to those who can’t make a change in their family agency. (35:00) James mentions their long-term vision. (39:56) Which does James prefer, audiobooks or podcasts? (42:07) Does James prefer remote work or office work? (43:12) Key Quotes: “I think as things digitize and move forward, and people go that route and want simplicity and want all the ease, there's still going to be a niche for us to carve out of people who care.” - James Castell “As a second generation, if you don't have buy-in from the first, that you are doing something for the betterment of the agency... then, there needs to be some bigger, bigger bricks moved.” - James Castell “If you're not seeing eye to eye that you're both doing things for the best thing for the agency, that's a problem. You need to sort that out before you need to digitize or get texting, or all that.” - James Castell Resources Mentioned: James Castell LinkedIn Castell Insurance Reach out to Mike Crowley Agency Intelligence
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview James Castell, the Director of Sales and Marketing at Castell Insurance. James talks about his approach in utilizing technology and how the pandemic has made an impact on their agency. Episode Highlights: How did the pandemic affect James? (4:40) James mentions their PNC side. (5:37) James shares what he likes about utilizing video. (9:06) What other works have James done in the agency to make it more efficient? (10:22) James mentions their online enrollment platform. (10:41) James shares his involvement in the community strategy. (17:18) James mentions the program he conceptualized from the athlete of the week program. (26:54) James shares the conversation he had with Gabe. (31:50) Tweetable Quotes: “We were brick and mortar and we had filing cabinets for everything as of five years ago. Part of my passion as I came on was we needed to digitize and move forward. We switched everything to digital and scanning, then uploaded it to the cloud. Everything's done electronically.” - James Castell “I just want my chicken fried steak on the plate, I don't really care how you batter and fry it. I just want it to taste good and that's the same customer experience that we're trying to provide. They don't really care for a Magic Man or automation, they just want it to be done.” - James Castell “When I'm feeling good and happy to come to work and that I'm making an impact I see is valuable, everyone feels good about that aspect.” - James Castell Resources Mentioned: David Carothers LinkedIn Kyle Houck LinkedIn Florida Risk Partners The Extra 2 Minutes James Castell LinkedIn Castell Insurance
Frankenstein, the tale of a scientist who creates a creature that ultimately destroyed him, has been a popular subject for films for many years. But the religious content of the original novel written by Mary Shelley is lost on the big screen. Her story centres on the scientist Victor Frankenstein, who plays God. His creation identifies first with Adam and then with Satan in Paradise Lost. He has admirable human qualities but is deprived of love and affection and becomes brutalised. Joining Ernie Rea to discuss Mary Shelley’s Frankenstein are Andrew Smith, Professor of Nineteenth Century English Literature at the University of Sheffield; Marie Mulvey-Roberts, Professor of English Literature at the University of the West of England; and Dr James Castell, Lecturer in English Literature at Cardiff University. Producer: Helen Lee
Frankenstein, the tale of a scientist who creates a creature that ultimately destroyed him, has been a popular subject for films for many years. But the religious content of the original novel written by Mary Shelley is lost on the big screen. Her story centres on the scientist Victor Frankenstein, who plays God. His creation identifies first with Adam and then with Satan in Paradise Lost. He has admirable human qualities but is deprived of love and affection and becomes brutalised. Joining Ernie Rea to discuss Mary Shelley’s Frankenstein are Andrew Smith, Professor of Nineteenth Century English Literature at the University of Sheffield; Marie Mulvey-Roberts, Professor of English Literature at the University of the West of England; and Dr James Castell, Lecturer in English Literature at Cardiff University. Producer: Helen Lee
Agency Nation Radio - Insurance Marketing, Sales and Technology
There's definitely an argument to be made for constantly trying to stabilize every big change you make. If you don't, you could end up moving on to the next thing before your first big change was strong enough to stand on its own. But make no mistake about it, finding that first shift is hard to do and should be the only thing you're focused on if it hasn't happened yet. Because when it does, the changes will feel like they are coming fast and possibly furious but will still take longer than you think. That's what I talk to James Castell, of Castell Insurance, about how far he's come in such little time.
Agency Nation Radio - Insurance Marketing, Sales and Technology
There's definitely an argument to be made for constantly trying to stabilize every big change you make. If you don't, you could end up moving on to the next thing before your first big change was strong enough to stand on its own. But make no mistake about it, finding that first shift is hard to do and should be the only thing you're focused on if it hasn't happened yet. Because when it does, the changes will feel like they are coming fast and possibly furious but will still take longer than you think. That's what I talk to James Castell, of Castell Insurance, about how far he's come in such little time.
There's definitely an argument to be made for constantly trying to stabilize every big change you make. If you don't, you could end up moving on to the next thing before your first big change was strong enough to stand on its own. But make no mistake about it, finding that first shift is hard to do and should be the only thing you're focused on if it hasn't happened yet. Because when it does, the changes will feel like they are coming fast and possibly furious but will still take longer than you think. That's what I talk to James Castell, of Castell Insurance, about how far he's come in such little time.
Agency Nation Radio - Insurance Marketing, Sales and Technology
There are certainly different opinions on what works best, the trick is figuring it out for your agency. What might be more important than building that consistent relationship is properly setting communication expectations. That's what really has a good chance to destroy any relationship your agency has regardless of how long you've had it. The same is also true cross-selling other lines and properly managing the possibilities and limitations each offer. That's what I talk to James Castell, of Castell Insurance, about how long his agency holds on to their relationships.
Agency Nation Radio - Insurance Marketing, Sales and Technology
There are certainly different opinions on what works best, the trick is figuring it out for your agency. What might be more important than building that consistent relationship is properly setting communication expectations. That's what really has a good chance to destroy any relationship your agency has regardless of how long you've had it. The same is also true cross-selling other lines and properly managing the possibilities and limitations each offer. That's what I talk to James Castell, of Castell Insurance, about how long his agency holds on to their relationships.
There are certainly different opinions on what works best, the trick is figuring it out for your agency. What might be more important than building that consistent relationship is properly setting communication expectations. That's what really has a good chance to destroy any relationship your agency has regardless of how long you've had it. The same is also true cross-selling other lines and properly managing the possibilities and limitations each offer. That's what I talk to James Castell, of Castell Insurance, about how long his agency holds on to their relationships.
Agency Nation Radio - Insurance Marketing, Sales and Technology
It's hard to think of an industry that has the best and worst compensation model all at the same time. The power and beauty of renewal income is a huge draw for plenty of journeyman sales professionals to the insurance industry. It's this same payment structure that has gotten the best of plenty of agents who couldn't figure out a way to play the game on a bigger scale. As nice as that renewal income is, having zero authority determining the value we bring is challenging at best. That's what I talk to James Castell, of Castell Insurance, about how his agency addressed this problem in his agency.
It's hard to think of an industry that has the best and worst compensation model all at the same time. The power and beauty of renewal income is a huge draw for plenty of journeyman sales professionals to the insurance industry. It's this same payment structure that has gotten the best of plenty of agents who couldn't figure out a way to play the game on a bigger scale. As nice as that renewal income is, having zero authority determining the value we bring is challenging at best. That's what I talk to James Castell, of Castell Insurance, about how his agency addressed this problem in his agency.
Agency Nation Radio - Insurance Marketing, Sales and Technology
It's hard to think of an industry that has the best and worst compensation model all at the same time. The power and beauty of renewal income is a huge draw for plenty of journeyman sales professionals to the insurance industry. It's this same payment structure that has gotten the best of plenty of agents who couldn't figure out a way to play the game on a bigger scale. As nice as that renewal income is, having zero authority determining the value we bring is challenging at best. That's what I talk to James Castell, of Castell Insurance, about how his agency addressed this problem in his agency.
Meet the owners of BrokersGroup Real Estate Professionals and hear some real real estate tips about homeowner insurance from James Castell of Castell Insurance. And what is an Irrigation Festival? Tune in to this week's podcast!
Agency Nation Radio - Insurance Marketing, Sales and Technology
When you do you're able to more completely take advantage of what really works for you instead of what everyone else thinks should. It's in this realization that leads to uncovering opportunities that are commonly ignored. Occasionally they're dismissed for good reason, however, without the proper examination you'll never know for sure. It's this localized testing that creates the most unique and possibly unexpected results others didn't have the patience to wait for. That's what I talk to James Castell, of Castell Insurance, about how closely he listens to the people that keep sending him business.
When you do you're able to more completely take advantage of what really works for you instead of what everyone else thinks should. It's in this realization that leads to uncovering opportunities that are commonly ignored. Occasionally they're dismissed for good reason, however, without the proper examination you'll never know for sure. It's this localized testing that creates the most unique and possibly unexpected results others didn't have the patience to wait for. That's what I talk to James Castell, of Castell Insurance, about how closely he listens to the people that keep sending him business.
Agency Nation Radio - Insurance Marketing, Sales and Technology
When you do you're able to more completely take advantage of what really works for you instead of what everyone else thinks should. It's in this realization that leads to uncovering opportunities that are commonly ignored. Occasionally they're dismissed for good reason, however, without the proper examination you'll never know for sure. It's this localized testing that creates the most unique and possibly unexpected results others didn't have the patience to wait for. That's what I talk to James Castell, of Castell Insurance, about how closely he listens to the people that keep sending him business.
Agency Nation Radio - Insurance Marketing, Sales and Technology
It's possible you've put yourself closer to the sale and increase the chance they'll stick around. Because no matter what the internet can do, you still remember and feel different about the people you meet in person. It's also become such a tough thing to successfully pull off, anyone who does will certainly stand out to the people looking. At the end of the day, that's all everyone is trying to do, it's just a matter of finding the right thing. That's what I talk to James Castell, of Castell Insurance, about the number of people he meets.
It's possible you've put yourself closer to the sale and increase the chance they'll stick around. Because no matter what the internet can do, you still remember and feel different about the people you meet in person. It's also become such a tough thing to successfully pull off, anyone who does will certainly stand out to the people looking. At the end of the day, that's all everyone is trying to do, it's just a matter of finding the right thing. That's what I talk to James Castell, of Castell Insurance, about the number of people he meets.
Agency Nation Radio - Insurance Marketing, Sales and Technology
It's possible you've put yourself closer to the sale and increase the chance they'll stick around. Because no matter what the internet can do, you still remember and feel different about the people you meet in person. It's also become such a tough thing to successfully pull off, anyone who does will certainly stand out to the people looking. At the end of the day, that's all everyone is trying to do, it's just a matter of finding the right thing. That's what I talk to James Castell, of Castell Insurance, about the number of people he meets.