The Insura-Preneur Podcast

Where agency software is going and what you need to do now

Lucas Jans, Vice President of Product, Agency Revolution
For 21 years Lucas Jans has designed and delivered software solutions for independent insurance agencies. From ZipDrip—the industry’s first automated email marketing system in 1999—to Fuse™, the intelligent automated marketing powerhouse we offer today, Lucas has a unique perspective on how agencies should think about software and make buying decisions that will help them scale. Listen to Lucas’ insights on: 
 
Critical criteria to help agency principals make the best buying decisions for their agency
Newer technologies that are changing how the independent agency system operates
Common expensive mistakes agencies make when buying technology
 
Implementing the right software is a necessity for agencies looking to scale today. This conversation will help eliminate confusion and add clarity to the important buying decisions you’ll make this year. 
 
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 Three Ultimate Secrets to Organic Agency Growth

Michael Jans, Founder, Agency Revolution, Principal, Michael Jans Advisory
The modern insurance age presents unique challenges, and many agents struggle with what to do next. In this episode Michael Jans takes center stage to present a simple, but powerful way to thrive in today’s marketplace. Michael delivers a clear path and plan for agency growth, including: 
 
The secret about the modern insurance consumer most agents miss
A five stage path and plan to help agencies avoid confusion, expensive mistakes, and wasted time – and instead achieve growth
Where to look for the money in today’s fast moving environment
 
If you’re looking for a path to growth for your agency, or just need to add value, don’t miss the analysis and strategy from one of the industry’s top advisors in strategy and marketing.
 
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 AI is Changing the Shape of Insurance

CEO, Head of Research, Emerj Artificial Intelligence Research
While the world is whizzing by at record speed, Dan Faggella has a keen sense of where it’s going. Emerj Artificial Intelligence Research is called upon by organizations like the World Bank, United Nations, INTERPOL, and global insurance and banking companies to help them navigate the landscape of artificial intelligence. 
 
In this discussion, Dan and Michael strip AI down to the basics. What it is. What it does. Why it matters—in real and practical ways—to the modern insurance agent. Listen to this discussion to learn:
 
How the investment in AI by major carriers will impact the independent agency
The strategic response Dan says smart agents must make as the impact of AI and changing consumer expectations converge.
How AI will affect your everyday business: pricing, markets, and shifting roles of agents.
 
If your strategic horizon goes past two years, this is a conversation you need to listen to now. Don’t miss this expert view on how this powerful technology will impact the independent agency system. 
 
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.

Investing in the Client Journey Paid Off For This Agency

Joanna Paredes, Quality Assurance Manager, Swingle Collins & Associates
 
Swingle Collins & Associates is one of the largest privately owned agencies in Texas. Like any other agency in the modern era, getting to the next level meant change, and change can be hard.
 
Listen to this discussion to learn how a well established agency embraced modern communication to not just meet the expectations of today’s consumers, but win the hearts and support of their
producers.
How Joanna used automation to improve client satisfaction and boost retention
Tips to increase policy per client count
How this agency implemented automation in a way that won the hearts of their own producers
 
If you’re trying to make new tech work in your agency, or if you need to win support from your team to make change stick, do not miss 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.

Traffic and Lead Gen Secrets for Insurance Agents

John Lincoln, CEO, Ignite Visibility
This episode is so jam-packed with practical organic growth tips, you’ll be tempted to put it on repeat. John Lincoln is the CEO of Ignite Visibility—a 2017, 2018, and 2019 Inc. 5,000 company and winner of the Search Engine Land “Search Marketer of the Year” award. 
 
As CEO of a 90+ person marketing agency, John has overseen some of the most successful digital marketing campaigns of the last decade, including some prominent names in the insurance industry. Listen to this episode to learn:
 
Practical SEO strategies even the busiest agency can execute
John’s reliable system for generating leads at a pace that works for your agency
Powerful advice that will simplify and remove the mystery behind video marketing
 
Don’t miss this conversation with one of the digital marketing industry’s most respected SEO experts and thought leaders. Listen today for 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.

How Agents Need to Change Their Role for the Future

Director, North American Property Casualty Practice, Celent
The forces pushing insurance into the future are fast, strong, and difficult to predict. Donald Light has been studying these forces for 35 years, and he has some insight and advice for today’s independent agent. 
 
Donald is the Director of the North American Property Casualty Practice at Celent, a leading insurance advisory firm. In this podcast, Donald sheds light on:
 
How auto insurance will change as autonomous vehicles, telematics, and data-driven safety features become standardized
The long-term impact of COVID-19 and how agents need to change course
The new technologies shaping the future of the independent agency
 
If you’re planning your future in the insurance industry, please don’t miss this important episode with one of the industry's top analysts studying the intersection between insurance and technology. 
 
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.

PC360 2020 Survey: The Hopes and Worries of Today’s Agent

Rosalie Donlon, Editor-in-Chief, Insurance & Tax Publications, ALM Media, LLC
What are the biggest threats? How satisfied are you with modern technology? How are you changing your agency to meet the demands of the modern insurance consumer? These are the kinds of questions asked in the 2020 Independent Agent Survey jointly developed by the National Association of Professional Insurance Agents and ALM Media, publisher of NU Property Casualty 360.
 
Rosalie Donlon, Editor-in-Chief of Insurance & Tax Publications for ALM Media discusses the anxieties weighing on today’s agent – and solutions to common problems and misunderstandings agents have about the digital landscape. 
 
Why 83.4% of agents feel that it’s moderately to extremely important to deliver insurance products digitally
Overcoming the challenges of adopting new technologies
How the relationship between agents and carriers has been changing
 
See how your agency stacks up against agencies around the country in this eye-opening discussion about the state of the independent agency today.

Agents in the Driver's Seat

Jason Kolb, Founder & CEO, The Internet of Insurance
Four years ago, The Internet of Insurance Founder & CEO Jason Kolb saw that the insurance industry was ready to use technology to transform customer relationships as had been done in other industries. He noted that the biggest innovations were about making agents faster, smoother, and better. Jason shares his insights for agents, including:
 
Why agents have more control over their future than ever
How agents can make the right technology buying decisions and avoid costly mistakes
How to fuse technology and relationship to win your marketplace
 
Don’t miss this conversation with one of the insurance industry’s most forward-thinking tech leaders. Get a glimpse of how your agency can take control of its 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.

J.D. Power: This is What Insurance Consumers Want From Agents

Tom Super, Head of P&C Insurance, J.D. Power.
 
After speaking with more than 100,000 insurance consumers, J.D. Power digs into what modern consumers think, and what they really want. 
 
Tom Super, Head of P&C Insurance at J.D. Power, joins us on this episode to explore the fast-changing consumer, and how COVID-19 has affected their feelings and habits regarding insurance. 
 
Nearly 60% of consumers anticipate driving less after the pandemic. How will this affect your personal lines business?
How can agents prepare for shifting consumer loyalty due to steadily increasing auto insurance rates coupled with COVID-19’s economic impact? 
The three types of insurance consumer, and how COVID-19 affects their buying decisions
 
If you run an insurance agency, there’s one voice you need to hear: the consumer. Don’t miss this conversation with one of the industry’s most respected analysts and strategists.

How This Agency is Adding Millions in Premium Per Month

Jeffrey Mongeon, President, DealerPolicy.
While many agents are wondering how to grow, DealerPolicy Insurance, a formerly small Vermont insurance agency, is rapidly adding new clients, new agents (from 11 to 200) and millions of dollars (from $11 million to $60 million) in new business. 
 
No wonder DealerPolicy, led by agency President Jeffrey Mongeon, earned the Travelers Insurance 2020 Agent of the Year Honor!
 
Join a discussion with Jeffrey in this episode of the Connected Insurance Podcast, and learn:
 
How they developed cutting-edge technology to form new partnerships, rapidly grow their agency, and deliver a modern consumer experience
About the technology DealerPolicy built when nothing else met their needs
How he found a goldmine in the J.D. Power insurance consumer studies
 
In a time of uncertainty, this podcast will excite and inspire you about what’s possible. If you have time for one conversation about agency growth and innovation, make it this one.
 
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.