The Insura-Preneur Podcast

Best-Kept Secret on Tripling Referrals

Stacey Brown Randall, Award-Winning Author 

If you have time to invest in rock-solid, practical-tactical advice on generating the best leads your agency can get, please invest it in this one conversation. 

Award-winning author and business coach, Stacy Brown Randall, pulls the curtain back on the system she shares with her private clients:

• Her simple 5-step system to make your referral generating strategy run automatically
• Why the traditional system of asking for referrals doesn’t get you nearly the referrals it could
• The small but overlooked tweak that makes people love giving you referrals

Everyone who talks to clients, closes business, or has a book of business must catch this timely advice for the modern insurance agency. You’ll see why Stacey’s book Generating Referrals Without Asking: A Simple 5 Step Plan to a Referral Explosion is flying off the shelves. If you’re looking for a dose of practical marketing vitamins, you’ve found it in this episode. 

Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

How to Sell Your Agency High and Buy One Low

Michael Mensch, Managing Partner & Client Advisor, Agency Brokerage Consultants

Agency valuations are at an all-time high. But will those sky-high valuations be there when you need them? Our guest Michael Mensch, CBI, M&AMI, is a managing partner at the esteemed Agency Brokerage Consultants. With over 150 M&A transactions and hundreds of valuations in his portfolio, Mike reveals:

• The forces pushing agency valuations up, and where they’re going in the future
• His checklist to make your agency more valuable and generate higher income before you sell
• How to buy an agency now at the lowest price

Listen to this discussion for practical real-world advice to determine what your agency is worth, and how you can make it worth more. Don’t miss this must-listen discussion with one of the industry’s most respected M&A specialists. 

Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

Secrets to Double-Digit Growth

Recently selected by Safeco as an Agent for the Future, Zinc Insurance owner Seth Zaremba has captured the attention of agents and carriers across the nation for his clear strategy, innovative marketing, and data-driven approach to resolving challenges faced by modern insurance agencies. 

Listen to this podcast episode and learn how Seth:

• Achieved double-digit growth by aligning his agency with the customer journey
• Discovered that nearly 20% of his payroll was not serving the customer nor the agency
• Is ruthlessly shedding agency activities that no longer add value

Don’t miss this conversation with one of the insurance industry’s most respected marketer-agents. Listen today and get ideas you’ll put into practice tomorrow!

Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

AI, Driverless Cars, and the How the Agent’s Role is Changing

Tony Tarquini, European Director of Insurance, Pegasystems

If you see your future in the independent insurance agency system,  this one conversation will give you insight into what the future of that system looks like – and how to prepare for it now. Tony Tarquini is the European Director of Insurance at Pegasystems—a leader in transformative software with thirty-eight locations across three continents. Tony has been delivering technology and driving business improvements with many of the largest insurance organizations in the world, long before anyone ever uttered the word “insurtech.”

Tony delivers a fact-based forecast every insurance professional should pay close attention to:

• How the insurance agents role is shifting from selling risk mitigation to risk management and prevention
• What the inevitable trend towards driverless cars and “owner-less” millennials means for independent agents
• How real-time AI assistants will transform the consumer-agency relationship

Don’t miss this conversation with one of the most respected technology experts in the insurance industry. Listen today and be prepared for a very different future!

Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

How to Engage as Many Clients as Possible With Insurtech

Dustin Boss, CEO, Emerge Apps

Built by agents for agents, Emerge Apps partners with the nation’s leading insurance agencies to provide their clients and prospects with amazing software, sales tools, and resources to help them win with value… not insurance quotes. Dustin Boss knows the importance of using the right technology to get the job done. Listen to this discussion to discover: 

• How a technology platform can help agents do all of their OSHA record keeping.
• When the right time is to “poke the bear” with your prospects.
• How to show your clients that you care about more than just selling policies.

By investing in the right technologies, you can offer your clients real value and benefits that will tip the scales in your favor when it comes time to purchase. 

Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

Insurtech Tackles Paper, Speed, and Transparency for Commercial Agents

Adam Demos, CEO, TowerIQ

Adam Demos saw the problem clearly. Other industries were miles ahead of insurance. And clients suffered the frustration and irritation of an industry that was slow, opaque, and cumbersome. Adam started TowerIQ to solve these problems and make the life of commercial agents easier. Listen to this discussion to learn: 

• How to gain a competitive advantage over competing commercial brokers
• What Adam is doing to provide rapid and accurate data transfer
• How savvy agents can boost their closing ratio and retention

 

Don’t miss this conversation with one of the insurance industry’s rising startup founders. A must-listen for agents with any commercial lines clients – and insurance professionals who want to understand the future of the industry. 

Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

Best-Selling Author Shares Comprehensive Marketing Strategy Guideline

David Bradley, Founder, Consulting MBA

More than 11,000 hungry-for-what-works students from around the world have completed David Bradley’s online marketing course. In his own practice, which focuses on financial services and insurance, he’s uncovered the big mistake almost every agent makes in marketing: lack of strategy. Podcast host Michael Jans and David engage in an in-depth conversation that reveals:

• David’s system for creating a winning plan based on real-world marketing principles
• A three-step model for creating trust in a marketplace you haven’t explored yet
• How to get usable marketing intelligence about your audience

In turbulent times, it’s too easy to grab the wrong shiny new thing. If your marketing isn’t getting the results you want, don’t miss this conversation with one of today’s leading digital marketing strategists. 

Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

The Ins-and-Outs of Networks and Associations

Rick Fox, VP, Agency Associations and Networks, Vertafore

Rick Fox started his own agency from scratch and grew it to great heights before selling it in 2009 and entering the insurtech world. Today, Rick builds relationships with the insurance industry’s major associations and networks to bring the right technology to today’s independent agencies. Listen to this discussion with Rick Fox and Joel Zwicker to discover: 

• What separates networks from associations
• Common traits among agencies on the rise
• What to consider when joining a network or association

It is estimated that more than 85% of agencies will be a member of a network by 2023. If you’re considering joining one, this conversation helps you understand how this relationship could benefit you and your agency. 

Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

Workers’ Comp Policies: More Than a Small Commission

Kevin Ring, Lead Workers’ Compensation Analyst, Institute of WorkComp Professionals

While workers’ comp may not seem like the most rewarding policy to sell, Kevin Ring from the Institute of WorkComp Professionals illustrates how workers’ comp policies can be used to save your clients money and build trust in your agency. Listen to this discussion to discover: 

• How you can reduce costs for your commercial-lines clients to gain their gratitude.
• Kevin’s checklist to help your clients hire the right people and reduce the risk of claims.
• The benefits of partnering your clients with a physician to test for the right restrictions and conditions for their field of work.

In a relationship business like insurance, it’s not always about the commissions. Listen to this discussion to see where the real power of workers comp can be found for insurance agents. Visit this page to find resources you can use to help your commercial lines clients.

Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.

How Modern Agencies are Using AI to Find and Keep More Clients

Chris Cheatham, Co-Founder & CEO, RiskGenius

How is Artificial Intelligence (AI) giving some modern agencies an edge over their competition?

Our guest Chris Cheatham is the co-founder & CEO of RiskGenius – a company that offers independent agencies an AI-based tool that takes the hard work out of finding the right policy for your customers. In this rapid-fire conversation, Chris and our host Michael Jans look to the fast-approaching future of the modern insurance agency, and how agents are using AI now:

• How AI slashes the time it takes to compare, review, and analyze policies
• How agents are using AI to outpace slower-moving competitors
• How AI can identify gaps and help agents provide better protection

Whether you’re a personal or commercial lines agent, this is a glimpse into the Modern Age of Insurance you don’t want to miss. 

Presented by Agency Revolution, the Connected Insurance Podcast provides weekly opportunities for listeners to dive deep into the trends affecting insurance agents and brokers today and to gain proven strategies and tactics for agency growth. Our hosts facilitate thoughtful panels and 1:1 conversations with a variety of prominent thought leaders, with a focus on how to streamline and drive operational efficiency for your independent agency through the intelligent use of technology.