Parhaat Insurance Agent Podcastit (2024)

1
Top Networking Strategies for Insurance Agents | Build Strong Relationships for Long-Term Success 16:42

4d ago16:42

16:42

Discover proven networking strategies that every insurance agent needs to build lasting professional relationships and drive long-term success. In this episode, we explore the best practices for connecting with clients, peers, and industry influencers. Learn how to leverage networking events, social media, and community involvement to expand your r…

1
Unlocking Peak Performance: Tyler Jensen on Breaking Complacency and Building Systems for Insurance Agents 39:41

11d ago39:41

39:41

In this episode of The Digital Insurance Agent Podcast, host Carl Willis sits down with Tyler Jensen, founder of InsuraRisk University (soon to be the Top Performance Group). Tyler, an experienced corporate trainer and former insurance agency owner, dives into the challenges insurance agents face, particularly the struggle with complacency and how …

1
Mastering Prospecting & Communication: Tips from Blind Paralympian Kyle Coon 31:58

18d ago31:58

31:58

In this episode of The Digital Insurance Agent Podcast, Carl Willis sits down with Kyle Coon, a blind Paralympian and communication coach, to explore the essential role of communication in prospecting and relationship-building for insurance agents. Kyle shares his journey of overcoming challenges through effective communication and provides actiona…

1
Using AI at Your Insurance Agency 11:12

21d ago11:12

11:12

There are so many ways that AI can help your insurance agency. Is AI going to help your insurance business or hurt it? I will discuss several ways that you can use artificial intelligence to help your insurance agency. Join the newsletter at https://planetoftheagents.com/newsletter/Kirjoittanut Dave Baker

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Effective Social Media Marketing Strategies for Insurance Professionals | Go Beyond Likes! 12:58

25d ago12:58

12:58

Social media marketing is more than just collecting likes—it's about driving meaningful engagement and growing your insurance business. In this episode, we explore advanced social media strategies tailored specifically for insurance professionals. Learn how to create compelling content, target the right audience, and convert social media interactio…

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Kimsey Hollifield's Journey: From Insurance Agent to Investment Advisor 29:57

1M ago29:57

29:57

Join us on the Digital Insurance Agent Podcast as Kimsey Hollifield shares his inspiring journey from starting in the insurance industry to establishing his investment advisory firm, Holifield Financial Group. Kimsey talks about his humble beginnings, the challenges of building his business, and the critical lessons he learned along the way. Discov…

1
Chris Castanes on Prospecting, Networking & Using Humor in Insurance Sales 31:31

1M ago31:31

31:31

In this episode of The Digital Insurance Agent, host Carl Willis interviews Chris Castanes, a veteran insurance agent, author, and standup comedian. Chris shares his unique approach to insurance sales, blending humor with prospecting and networking to build stronger client relationships. Learn how Chris has successfully used comedy to break down ba…

1
The Ultimate Guide to Local Listing Management for Insurance Agents: Boost Your Local Presence 2024 25:13

2M ago25:13

25:13

Maximize your local visibility and attract more clients with effective local listing management! In this episode, we break down the ultimate guide for insurance agents to optimize their local listings across Google, Yelp, and other platforms. Learn how to ensure your business appears in local searches, manage reviews, and update your information to…

1
How to Create a Balanced Online Marketing Strategy for Insurance Agents | Boost Your Agency's Impact 14:40

2M ago14:40

14:40

A well-rounded online marketing strategy is crucial for insurance agents looking to grow their business and attract new clients. In this episode, we guide you through creating a balanced marketing approach that integrates SEO, social media, email campaigns, and content marketing. Discover how to effectively allocate your resources, engage your targ…

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2024 Insurance Agent Convention Recap 12:28

2M ago12:28

12:28

In this episode, I recap my experience at the Arizona IIABAZ insurance agents convention and the 2024 Palm Desert Agents Alliance convention. Not only did I reconnect with friends, I was energized and inspired by the trade shows. Learn why I love to attend these events and how they can help you with your insurance agency too. Join the newsletter at…

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How Openly is Revolutionizing Home Insurance | Ty Harris Interview 29:48

2M ago29:48

29:48

In this episode of the Digital Insurance Agent Podcast, we sit down with Ty Harris, CEO and co-founder of Openly, to discuss how his company is transforming the home insurance space. Learn about Openly's tech-enabled approach that empowers independent agents to provide faster, more efficient solutions for their clients. Discover why Ty believes in …

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Tammy Johnston's 32-Year Journey: From Introvert to Financial Services Expert 30:00

2M ago30:00

30:00

In this episode of the Digital Insurance Agent Podcast, Tammy Johnston from KSA Business shares her incredible journey of over 32 years in the financial services industry. Tammy discusses how she overcame the challenges of being an introvert, her unique approach to sales, and how she built a successful business by focusing on education and client t…

1
How to Attract High-Income Business Owners to Your Insurance Agency with Matt Ruttenberg 29:50

2M ago29:50

29:50

In this episode of The Digital Insurance Agent Podcast, host Carl Willis sits down with Matt Ruttenberg, Co-Founder of Life, Inc., to explore strategies for adding high-income business owners to your book of business. Matt shares his journey from a generalist to a niche expert, offers insights on becoming a trusted advisor, and discusses the import…

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Why Every Insurance Agent Needs a Website | Unlocking the Power of Digital Footprints 18:02

3M ago18:02

18:02

In today's digital age, having a strong online presence is essential for every insurance agent. This episode dives deep into why a website is more than just a digital business card—it's a powerful tool to build your brand, generate leads, and stay competitive in a crowded market. We explore the importance of digital footprints, how a well-designed …

1
Comparing Lead Generation Strategies in the Insurance Industry 10:56

3M ago10:56

10:56

In the competitive landscape of the insurance industry, lead generation is a crucial component for growth and success. This episode dives deep into two popular strategies: buying leads versus networking. Join us as we explore the pros and cons of each method, providing you with actionable insights to enhance your lead generation efforts. Discover h…

1
David McFarland, CEO Of Coterie, on Culture, Core Values and Future Plans 23:12

3M ago23:12

23:12

He is here! David McFarland, CEO of Coterie joins Coterie's podcast, And I Quote, for the first time! In this episode of the And I Quote Podcast, host Ashleigh Burden interviews David McFarland, co-founder and CEO of Coterie. They discuss various topics, including David's preference for working in the office, his love for hiking in the mountains, h…

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The Military Mindset: How Rob Harrison Built a Thriving Remote Sales Business 38:58

3M ago38:58

38:58

Join us on this episode of The Digital Insurance Agent Podcast as we chat with Rob Harrison, a former British Royal Navy serviceman who transformed his military discipline into a flourishing remote sales career. Rob discusses his transition from the military to leading a 20-person sales team, the challenges he faced, and how he overcame them to bui…

1
The Power of a Welcome Letter for Your New Insurance Agency Clients 14:11

3M ago14:11

14:11

Do you send your new clients a welcome letter? Are you missing a valuable cross selling opportunity at your insurance agency? In this episode, I Will discuss the value of sending a welcome letter and how it can potentially help you grow your business. Join the newsletter at https://planetoftheagents.com/newsletter/…

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Insurance Agent, Carl Ruppel, Talks About Exploring Career Paths in Insurance and Networking 16:04

3M ago16:04

16:04

On the latest episode of Coterie Insurance's podcast, And I Quote, Ashleigh Burden sits down with Insurance Agent and Coterie Insurance partner, Carl Ruppel, Commercial Account Executive at Remco Insurance Company in Southampton, Pennsylvania. Key takeaways from this episode: - Transitioning to the insurance industry can present new opportunities -…

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The Insurance Agent Podcast | Episode #8 13:01

4M ago13:01

13:01

Join us on this episode of The Insurance Agent Podcast as we dive into the startling statistic: why 98% of agents quit in their first year. We’ll explore the challenges and pitfalls that lead to this high turnover rate and introduce the three pillars for success that can transform your career. Featuring insights from Alpha Agent Leads, we’ll share …

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Mastering LinkedIn Strategies for Financial Advisors: Insights from Tara Meehan, Fractional CMO 46:35

4M ago46:35

46:35

Join host Carl Willis in this episode of the Digital Insurance Agent podcast as he interviews Tara Meehan with Meehan Marketing, a seasoned Fractional CMO and LinkedIn expert. Discover how Tara navigated her career in financial services marketing, the unique challenges and opportunities for financial advisors, and her comprehensive strategies for o…

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Legacy Planning: Securing your Future in the Insurance Industry 33:19

4M ago33:19

33:19

How can Insurance agents make a change? Diving into personal and professional development, using science and Netown’s law. In this conversation, Chris Cline discusses the evolution of technology in the insurance industry and the impact of legacy systems. He introduces his book, 'Inertia of Legacy,' which explores the concept of legacy and reframes …

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Karnina Szymanski on Driving Innovation Through Collaboration and Diverse Leadership 31:55

4M ago31:55

31:55

In this conversation, Bobbie Collies Chief Insurance Officer at Coterie Insurance, and Karnina Szymanski, Chief Customer Officer at Bold Penguin discuss their experiences in the insurance industry and the role of technology in empowering agents. They also touch on the importance of diversity and inclusion in leadership positions. The conversation h…

1
Are commercial insurance client or personal lines insurance clients more loyal? 16:14

4M ago16:14

16:14

Kirjoittanut Dave Baker

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How's Your Website Really Doing? 33:08

5M ago33:08

33:08

You know your website speaks to your credibility as a business and insurance agency, so how frequently are you reviewing it to make sure it fits well in your strategy for lead generation and client service? Our guest for this episode, James Amezcua, Sales Director at Lift Local joins us for an engaging conversation that includes the importance of c…

1
The Future of Auto Insurance for Independent Insurance Agents 17:09

5M ago17:09

17:09

What is the future of the auto insurance industry for the independent agency channel? Is the channel of distribution going to change and will insurance agents still be relevant? Will people buy their auto insurance online or directly at the dealership? Are self driving cars or autonomous vehicles going to affect auto insurance sales? Independent ag…

1
Types of Commercial Insurance that Agents Sell 17:09

6M ago17:09

17:09

You have so much opportunity as an insurance agent to sell different types of insurance products, including commercial insurance. If you are focused on personal lines and adding more commercial lines insurance, this is the episode for you. I also discuss opportunities for business insurance agents to cross sell their clients. Join the newsletter at…

1
Finding Success In The Sub Niches - Interview with Nick Trawinski and Will Kibler from InsuranceMD 16:04

6M ago16:04

16:04

In this insightful episode of "The Digital Insurance Agent," host Carl Willis sits down with Nick Trawinski and Will Kibler from InsuranceMD to explore their remarkable journey and success in the niche market of disability insurance for doctors. Trawinski and Kibler share their strategic approach, highlighting how they identified a specific need wi…

1
Predictive and Preventative Technology in the Insurance Industry: How Does Human Interaction Fit into the Transaction 21:50

6M ago21:50

21:50

"Is there a limit to how seamless things can actually be before customers start missing the good old relationship touch within the insurance buying process?" In this episode of Coterie's Podcast, And I Quote, Bobbie Collies is joined by Megan Kuczynski, the President of Insurtech Insights. They discuss the excitement and challenges of being at the …

1
Leveraging Tech to Elevate Agency Sales and Service 35:00

6M ago35:00

35:00

How familiar are you with Customer Relationship Management (CRM) systems and Net Promoter Scores (NPS)? We're joined by Torey Maerz, Co-founder and CEO of ClientCircle by Rocket Referrals, who sheds some light on how important these systems can be to understanding your insurance agency’s client base and attracting new clients. Torey’s career is one…

1
Beyond Keywords: How AI is Redefining SEO Strategies for Insurance Agents 59:41

7M ago59:41

59:41

Explore the transformative power of artificial intelligence in search engine optimization with our latest webinar replay, "Beyond Keywords: How AI is Redefining SEO Strategies for Insurance Agents." Dive deep into the innovative ways AI is enhancing SEO tactics, led by industry experts Carl Willis and Jason Crabtree. This session unpacks the utilit…

1
Mentoring and Recruiting the Next Generation in the Insurance Industry 20:27

7M ago20:27

20:27

In this episode, John Barfield, EVP of Braishfield, shares his insights and experiences in the insurance industry. He discusses the importance of getting involved in the insurance community and the various ways to do so, including networking and utilizing social media. John also highlights the partnership between Bracefield and Coterie, emphasizing…

1
News and Insurance Headlines in the Property and Casualty Insurance Business April 2024 21:53

7M ago21:53

21:53

Insurance headlines from the property and casualty insurance agency business in 2024. Auto insurance, property insurance, homeowners insurance rates are changing and carriers are pulling out of the market. Do your clients know what's going on in insurance? Join the newsletter at https://planetoftheagents.com/newsletter/ Sign up for insurance agent …

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Evaluating Lead Quality: How Insurance Agents Can Assess Lead Services 10:55

7M ago10:55

10:55

Uncover the secrets to evaluating lead quality in the insurance industry with this comprehensive episode. We delve into how insurance agents can sift through various lead services to find the most promising prospects. Learn about the metrics that matter, from conversion rates to lead origin, and how technology can streamline the process. This episo…

1
Opportunity for P&C Agents in the Hard Market 15:01

7M ago15:01

15:01

In today's episode of planet of the agents, I discuss the hard market in property and casualty insurance and the opportunity that insurance agents have. There is no time like the present to seize the opportunity. Join the newsletter at https://planetoftheagents.com/newsletter/ Sign up for insurance agent social events at: https://insurancesocials.c…

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Winning the Insurance Sales Game with Andy Neary 28:08

8M ago28:08

28:08

In this invigorating episode of The Digital Insurance Agent podcast, host Carl Willis engages with the insightful Andy Neary, founder of Complete Game Consulting, to delve deep into the strategies that propel insurance agents towards unprecedented sales success. Andy, with his extensive background as a former professional athlete turned insurance s…

1
Michael Fiedel on The Evolution of the Insurance Industry and the Future of InsurTech 24:19

8M ago24:19

24:19

In this conversation, Michael Fiedel, co-founder of InsurTech Ohio and PolicyFly, discusses the evolution of the insurance industry and the role of technology in shaping its future. He shares the origins of InsurTech Ohio and how it has become a platform for celebrating innovation and fostering conversation in the industry. Fiedel highlights the im…

1
Insurance Agency Affirmations - Why it's amazing to be a P&C insurance agent 18:26

8M ago18:26

18:26

In today's episode of planet of the agents, I'm going to discuss some of the wonderful reasons that we are so lucky to be in the insurance industry. With your insurance agent, broker, wholesaler, or play another role in the business, there is so many things to be happy about. Join the newsletter at https://planetoftheagents.com/newsletter/ Sign up …

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Agency Interaction with Prospective Clients 35:08

8M ago35:08

35:08

Kirjoittanut Doug Coombs, Executive Vice President, Chief Marketing Officer, SIAA

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How to Build a Happy and Engaged Team in the Insurance Industry 25:16

8M ago25:16

25:16

In this conversation, Caitlin Saenz, the Chief Operating Officer at Coverhound, shares her journey in the insurance industry and the challenges and rewards of working in the InsurTech space. She emphasizes the importance of building a happy and engaged team and provides insights on hiring for culture fit and growth. Caitlin also discusses the appro…

1
Responding to client questions and being more efficient at your insurance agency. 19:20

8M ago19:20

19:20

Do you spend a lot of your time trying answer the same questions over and over? Why not create a system where you and your team can easily have ready for both phone conversations and emails to put your entire staff on the same page and reduce the work of trying to come up with the answer over and over. Insurance agents already work so hard, so why …

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The Blueprint of Success: Generating $120M in Insurance Commissions with Jay Abdulaziz 22:01

9M ago22:01

22:01

In this transformative episode of The Digital Insurance Agent podcast, host Carl Willis is joined by the insurance industry titan Jay Abdulaziz, whose remarkable journey has led to generating over $120 million in insurance commissions. This session dives deep into the systems and strategies that have propelled Jay to the pinnacle of success. Carl a…

1
Work-Life Integration: How to Show Up Authentically and Share Content that Matters 27:31

9M ago27:31

27:31

In this conversation, Dustyne Bryant, Director of Risk and Insurance Education and Research at the National Alliance for Insurance Education and Research, discusses the birth and evolution of her podcast, Awkward Insurance. She shares how the podcast aims to make insurance topics more engaging and fun. Dustyne also talks about the future of insuran…

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Leveraging Virtual Teams for Agency Growth: A Conversation with Alex Miranda from Virtrify 28:10

9M ago28:10

28:10

In this dynamic episode of The Digital Insurance Agent, host Carl Willis sits down with Alex Miranda, the visionary behind Virtrify, to delve into the transformative power of virtual teams in the insurance industry. As insurance agencies navigate the complexities of the digital age, finding innovative ways to scale and enhance efficiency is paramou…

1
Agency Management Systems – A Critical Component of Agency Operations 31:30

9M ago31:30

31:30

In today’s environment, the agency management system (AMS) has indeed become a critical component of agency operations. It’s time to get rid of, or at least reduce your reliance on, that paper filing cabinet. These days, an AMS can really help you get to that paperless office, while increasing your overall agency efficiency. We're joined by Michael…

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Being Human: DEI and Accountability in the Insurance Industry with Insure Equality 31:44

9M ago31:44

31:44

In this conversation, Ashleigh Burden interviews Elisa Stampf, the co-founder and CEO of Insure Equality, a tech nonprofit focused on creating cultural change and accountability in the insurance industry. Elisa shares her background and the journey that led her to create Insure Equality. She discusses the importance of creating a safe space in the …

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Season 4 of Coterie Insurance's And I Quote Podcast 5:52

10M ago5:52

5:52

Season four of the And I Quote Podcast kicks off with exciting conversations and thought-provoking insights. The hosts, Ashley Burden and Bobbie Collies, discuss the evolving landscape of insurtech and the integration of digital transformation in the insurance industry. They also express their anticipation for upcoming events and the growth of Cote…

1
Choosing Insurance Agency Software 13:13

10M ago13:13

13:13

Choosing the right software for your insurance agency is not easy. There are a lot of features that you nee, and many that you actually do not need that are included with many software packages. In this episode of Planet of the Agents I will discuss the options available to property and casualty insurance agents in the different software from which…

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Integrating Technology Into Agency Operations 30:53

10M ago30:53

30:53

Technology keeps advancing and improving, making it difficult to know when and what to choose for systems that will help insurance agency operations become more efficient. In this episode of IATS, we consider the systems most needed by, and order of implementation at, insurance agencies. We're joined by Michael Streit, General Manager of EZLynx, wh…

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