Agency Intelligence

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Vira Egli, an insurance industry advocate. They discuss how to intentionally structure the agency for success. Episode Highlights: Vira believes that what is missing in some agencies is that people do not bring the same level of excitement that they have in other aspects of their life to the thing that puts food on the table. (3:27) Vira discusses the significance of having your own voice on social media. (6:22) Vira mentions that she and her husband have a company that focuses on ensuring that entrepreneurs put themselves into their businesses. (9:14) According to Vira, if your business cannot run without you, your procedures have not yet been solidified, and your staff has not been given the freedom to function. (19:07) Vira explains that having a sales process helps generate new leads as well as get the cancellations list back on the books. (22:32) Vira shares how she reacts when individuals come back to her and say, "I

In this episode of The MVP Podcast, Mitch Gibson sits down with the President of Inspire a Nation Business, Mentor, and Keynote Speaker, Dr. Billy Williams to discuss some of the best practices for Processes, Technology, and Efficiency that young agents should be following! If you don't take at least 3 pages of notes during this episode, then you have no drive to be better! Go out and take action! Episode Highlights: Dr. Billy Williams expresses his gratitude for the opportunity to share information, expertise, and wisdom with the insurance industry, which has done so much for him and his family. (1:59) Dr. Billy Williams gives his responses to Mitch's five rapid questions. (2:50) Dr. Billy Williams explains that the first thing a new agent must do when they first start out is experience the customer journey. (7:35) Dr. Billy Williams mentions the importance of video proposals as they allow for better, more accurate, and faster communication. (9:48) Dr. Billy Williams shares that most of their vide

At a local Mastermind meeting we had recently, it was called Falling in Love with Inbound Leads, An Insurance Valentine's Day Proposal of Lust. Ryan, for about the next 20 to 30 minutes, lays out exactly how he processes 3 to 400 leads a month. And when I say that, he lays it down step by step. I encourage you to listen to this and by the end of it, you're gonna want to send it to other people in your staff and your team, specifically those who are dealing with inbound leads. It is a jewel. This is an hour-long meeting, but we're just giving you the juice, the meat, the succulent flavor. Enjoy!

Most of your competitors out there are throwing mud against the wall to see what sticks. They slap together a "bare bones submission" and blanket the marketplace. Those agents do not experience great results and they tend to have smaller Books of Business. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht explains how (and why) to win more clients by overcoming mediocrity and being the more professional insurance advisor, compared to your competition.  Episode Highlights: Charles tells the story of how he first got into the insurance business. (5:02) Charles discusses the concept of the inferior submission. (7:03) Charles explains the importance of having the entire process written before meeting with a prospect or current client. (11:15) Charles explains why blocking the market is not in the best interest of insurance. (13:20)  Charles believes that to be better than a “block the markets” broker, brokers must be able to explain to the insured why they are

In this episode, James talks with John Loeber, and Shea McNamara from Limit. To learn more about Limit, visit https://www.limit.com/. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe. Episode Highlights: John explains that Limit is a digital wholesale insurance brokerage that innovates to bring retail brokers and independent agents insurance coverage quicker, smarter, and cheaper. (3:02) Shea mentions that their team is made up of proper tech masters from the big tech shops of the world who know how to code, develop, and build, and also world-class insurance professionals who have been in the industry for 15 to 20 years. (4:24) Shea discusses the responsibilities and backgrounds of

In this episode of The MVP Podcast, Mitch Gibson sits down with Certified Financial Planner, Erik Garcia to discuss how important it is to have a strong financial vision and plan in place. Erik also breaks down the repercussions you could face by not implementing a financial vision/plan. If you are young and new to the industry, don't wait to create your vision and plan. It will pay off for you in the long run Do you hate budgeting? Don't know how to budget? Stressed out financially? Don't have a vision in place? Erik has made it easy to get started with your financial vision and plan for the future. For MVP Podcast Listeners, you can sign up for Erik's "Budgeting Made Easy" Course by using Promo Code: "mvp23" to receive $25 off the course. Click here: https://www.plan-wisely.com/budget/ Use code: "mvp23" at checkout Price when using promo code: $55.00 Episode Highlights: Erik discusses the difference between a plan and a vision. (4:50)  Erik explains that it is important to have a clear vision of wher

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Brittany Miranda, Marketing and Commercial Insurance Agent at All Nevada Insurance - Arbeli Agency. They talk about how she has only been in the industry for three years but she has become an invaluable member of The Arbeli Group and how she serves other agencies along the same path. Episode Highlights: Brittany discusses her experiences before entering the insurance industry and what led her to The Arbeli Group. (1:27) Brittany mentions that she likes marketing but didn't realize how much she loves it until she got into insurance. (5:23) Brittany explains how the Monday.com project management software has changed her job and the way she interacts with clients. (8:50) Brittany discusses how using Monday.com helped her clients settle in and helps the agency owner keep track of what their team is doing. (12:55) Brittany mentions that as a member of the sales team, the biggest way a project management software has benefited her

In this episode of Agency Intelligence podcast, host Jason Cass interviews Michelle Mosher, Founder, and CEO at Southshore Insurance Professionals, LLC, and Michele Horwitz, Agency Owner of Bay Area Insurance Shop, Inc. Michelle and Michele talk about their approach to business and niche in the insurance industry. Episode Highlights: What has attributed to Michele and Michelle’s success, skill or luck? (7:28) Michelle and Michele share their career background. (10:31) Michelle mentions one of her goals when she opened her agency. (16:50) What’s the main niche of Michele’s agency? (20:37) Do Michele and Michelle agree that the amount of competition is based on the number of prospects? (24:40) Michelle mentions her biggest challenge, at present. (30:22) What’s something that’s been significantly helpful to Michelle when doing business? (33:26) Michelle and Michele give a piece of advice to the loyal listeners. (40:45) Key Quotes: “I think that insurance is still such a relationship business,

Yes, indeed, how you represent your prospects to the marketplace will either make you a winner or guarantee your failure. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht demonstrates how you can construct a new business or renewal submission to your carriers that will not only cause the underwriters to want to quote your submission but will encourage them to give you a better quote! Episode Highlights: Charles discusses how important it is to present the insured to the marketplace. (3:02) Charles explains the two things that a business owner may do to ensure success. (4:59) Charles shares a story about when he was still figuring out his consulting practice. (5:59) Charles discusses the responses he received from his LinkedIn question for underwriters. (9:05) Charles explains the significance of a superior submission. (25:54) Charles believes that a good submission will get you more broker record letters if you can demonstrate to the prospect that you w

In this episode, James talks with Shefi Ben-Hutta, Founder of Coverager. To learn more about Coverager, visit https://coverager.com/. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe. Episode Highlights: Shefi shares her background story and experience in the insurance industry. (3:32) Shefi discusses her experiences as an insurance professional in Israel. (5:58) Sheffi explains how Israel's insurance industry deals with terrorism and why she migrated to America. (16:26) Shefi mentions that working for a startup company that sold technology software to independent agents brought her to the United States. (20:07) Shefi discusses how she made the choice to leave the carrier side

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Katherine Sepulveda, P&C Specialist at John Galt Insurance. They discuss tips for working with high net worth in a hard market. Episode Highlights: Katherine discusses how she got into the insurance industry and what she loves about it. (1:53) Katherine explains that creating a strategy focused on the products that are doing well in your market, city, or state can help you stand out and be unique in the insurance industry. (7:09) Katherine shares that, if you get a referral, the first thing you should do is learn as much as possible about the prospect from the referral source without being invasive. (12:43) Katherine mentions that learning about all of the products that individuals represent as independent agents is impossible since they change constantly, but being strategic in three or four lines of business they want to focus on is beneficial because clients want to communicate. (15:50) Katherine discusses how she tailors

In this episode of Agents Influence podcast, host Jason Cass interviews Brenden Corr, Senior Director of Business Development at Loss Run Pro. Brenden discusses how their simple and easy-to-use subscription software service helps insurance professionals. Brenden and Jason also discuss the software's influence on Jason's agency. Episode Highlights: Brenden shares that he is an iPhone user and the last application he downloaded is about the NFL playoffs. (3:00) Brenden explains that he loves to win more than he hates to lose because he is competitive. (6:16) Brenden shares that he believes that luck got him to his position but his skills got him to understand the responsibilities of his position. (7:22) Brenden talks about the history of Loss Run Pro, how it was built, and its success in the industry. (14:46) Brenden elaborates on how Loss Run Pro was able to get the help they needed to build the system from betas and focus groups. (17:05) Brenden explains that having the ability to get direct loss

Admit it. Go ahead. Admit that you win a lot of new business by being the agent who offers a cheaper priced quote than your competitor. It's ok. Go ahead and admit. Why? Because that's a good thing. A very good thing. Price is very important. Price is so important, actually, that you'd be doing yourself a disservice to ignore it. In fact, you will set far FEWER new business appointments if you do NOT talk about price.  In this episode of the Millionaire Insurance Producer podcast, host Charles Specht talks about why and how you should prospect on price, and how to use it to set more new business appointments going forward. (And, he even gives you a few examples to use toward the end!) Episode Highlights: Charles explains that most insurance agents do not build a book of business being more expensive than the incumbent agent. (2:28) Charles discusses the importance of understanding and admitting that pricing is very important in prospecting and setting appointments. (4:07) Charles explains that prospecti

Early on in our final episode of season three, Jeff calls Nigel Walsh “a legend in the industry.” He wasn’t kidding. Nigel is one of the top InsurTech influencers in the world and Google’s Managing Director of Insurance. Prior to that, he was a partner at Deloitte and involved in digital, InsurTech and technology transformation. He’s also co-host of the Insurtech Insider Podcast One of the most passionate people we’ve probably had on DIPP so far, Nigel’s ambition is simple – he wants to help people fall in love with insurance. He discusses the concept of “lovable insurance” versus viewing it as a grudge purchase, talks about innovation, being open to change and the need for brokers to look at what their customers are coming to them for today and what they’ll be coming to them for in the future. Nigel is excited about the innovation in our industry and encourages everyone to embrace it. He says, “You can watch the world go by or make the world go by.” All brokers can obviously choose which option they prefer

In this episode, James talks with Ryan Hanley, the founder of Rogue Risk. Ryan also serves as a senior leader with SIAA. Check out Ryan's passion project, Finding Peak, at www.findingpeak.com. Check out Ryan's agency, Rogue Risk, at www.roguerisk.com. If you're interested in learning more about the SIAA opportunity for you and your agency, email me or message me on FB. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe. Episode Highlights: Ryan compares what it took to launch a podcast in 2011 to what it takes now. (3:38) Ryan mentions that speaking through the filters of what he has learned in the insurance industry helps him to catch a very wide audience outside of insurance while s

In this episode, we break down the exact process Ryan Hanley uses at Rogue Risk to close 89% of inbound insurance leads. Yes, that's right. This process, executed properly, results in enormous conversation rates for inbound leads. Listen and learn for yourself... Resources Mentioned: Reach out to Ryan Hanley Rogue Risk Finding Peak SIAA

In this episode of The MVP Podcast, Mitch Gibson and Danny Lawrence sit down to talk ALL THINGS Technology! Danny comes to us from Wunderite and is a big InsurTech guy. His perspective on where tech is going in this industry is something we all need to be aware of and if you aren't adapting to it inside of your agencies, you are going to get laps ran around you. Episode Highlights: Danny discusses how he got into the insurance industry and how he landed a position at Wunderite. (3:36) Danny believes that perseverance is the most important trait in a salesperson. (8:51) Danny discusses the importance of salespeople setting goals for the next 20-30 years to remind them why they wake up every day to pursue sales. (10:21) Mitch explains that one of the most critical pieces of the puzzle in the insurance industry is building relationships. (17:50) Danny believes the insurance industry is moving towards more collaboration across technology and industries to leverage data. (22:23) Danny explains that it

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Jessica Fukuchi, President at PCRG Insurance. They chat about hiring and helping team members succeed. Episode Highlights: Jessica discusses how she got into the insurance industry and the idea behind her agency. (1:25) Jessica explains that not having a physical office causes friction with certain customers who prefer to deal with an agency, a local, or an office. (7:19) Teresa mentions that working virtually was difficult for her as a leader and that it requires a particular type of person to work remotely and communicate well. (12:33) Jessica discusses their recruiting process in order to find the ideal individual for their culture and clients. (14:10) Jessica mentions that when it comes to attracting new talent into the industry outside of insurance, she looks for specific skill sets and the way people approach her about why they want to join her team. (20:02) Jessica discusses her training and development strategy for

In this episode of Agency Intelligence podcast, host Jason Cass chats with Ryan Hanley, Founder & President of Rogue Risk. Jason & Ryan look back at their time in the insurance industry and Ryan discusses what is ahead for Rogue Risk.  Resources Mentioned: Ryan Hanley Rogue Risk Reach out to Jason Cass Agency Intelligence

Justin Thouin sits down with Tom, Jeff, Steve and Adam to enjoy a Garrison Pucker Up! sour and to discuss LowestRates.ca. Launched in 2012, LowestRates.ca is one of the most popular online rate comparison sites in Canada. It’s also been ranked as one of the top 20 fastest-growing companies in the country for the past three years. When it comes to insurance, LowestRates.ca sells leads to brokerages and Justin says they try to be “the lowest cost per sale marketing channel at scale for brokers.” He shares more about what this means, talks about helping traditional brokers looking to enter the digital game adopt new mindsets and processes, and digs into acquisition cost, SEO, retention, and more. As Justin says – no matter what kind of business you run – with more and more people going online, “the competition’s only a click away.” Grab yourself a nice cold pint and listen to him and the DIPP crew talk about opportunities to reach and keep customers in this increasingly crowded marketplace. Resources: Tom R