The Insura-Preneur Podcast

For agency owners serious about the Insurance Trifecta—Faster Growth, Higher Margins, and Peak Valuation. Hosted by Michael Jans—founder of Agency Revolution and architect of the longest-running mastermind in the industry —The Insura-Preneur Podcast delivers the real-world systems, strategies, and shortcuts used by the most successful independent agencies and insurtechs across North America. Each episode arms you with practical tools and elite insights so you can: - Accelerate organic growth without confusion, chaos, or cold-calling - Increase margins through smarter marketing and streamlined operations - Engineer a peak valuation using models proven to boost your exit payday You’ll hear from the top thinkers, marketers, tech leaders, and M&A insiders in the industry—all focused on one thing: helping you build an agency that creates real wealth for you, your family, and your community. No fluff. No filler. Just what works. Don’t just grow your agency. Engineer its future.

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Episodes

Wednesday May 20, 2020

Michael Jans, Co-Founder, Agency Revolution and Principal, Michael Jans Advisory
Our host, Michael Jans—Co-Founder of Agency Revolution and Principal of Michael Jans Advisory—takes the mic to process the insights and wisdom from his network of experts, and provide some keen observations of his own:
The three phases of how COVID-19 has and will impact the retail insurance agency 
Four reasons the modern agency was more prepared for this crisis
An eight-step COVID-19 checklist for agency principals to lead their agency through the next phase of this pandemic
Don’t miss this important podcast as one of the industry’s most respected thought leaders lays out a simple plan to address the new demands on the industry. Listen now and gain the confidence needed to lead your team in times of crisis. 
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.

Wednesday May 13, 2020

David Smith, Chief Executive, Global Futures and Foresight
We know the future is going to be different. But how different? And what should we do now to prepare?
David Smith, Chief Executive of Global Futures and Foresight, strategist, keynote speaker, and futurist casts his expert eye on the insurance industry, and shares his observations on what agents should know and how they should prepare for a future that looks very different from the past.
How the current pandemic and emerging technologies are “crashing together” and changing the agency business itself.
How modern insurance agencies can catch up to the modern insurance consumer.
How consumer expectations have changed, and the steps agencies can make to earn their loyalty today.
Please don’t miss this conversation with one of the insurance industry’s most respected strategists and futurists. David lays out a clear path for agents to succeed, and shares a glimpse into a fascinating 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.

Wednesday May 06, 2020

Walt Goshert, Insurance LinkedIn Expert, Prospecting Mechanic
As the chaos settles down, you still have an agency that you need to make as strong as possible. 
While agency principals and producers may be stuck at home, LinkedIn makes it easy to build your brand while you build and strengthen your relationships. LinkedIn Expert Walt Goshert shows insurance pros how to do it right without wasting time – so you can build a pipeline of prospects who know, like, and trust you.
Walt breaks down the six major sections of LinkedIn, and how to get the most value from each one
The simple tweak every agency principal should know about boosting their agency’s profile and presence on LinkedIn
Walts ‘3x3’ LinkedIn prospecting model that will get the market to pay attention and follow you
Whether you’re mystified by LinkedIn or are already a power user, Walt provides a clear vision of how to take your relationships to the next level and grow your agency in this LinkedIn masterclass.
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.

Wednesday Apr 29, 2020

Taylor Rhodes, CEO, Applied Systems
Applied Systems is the leading global provider of cloud-based software that powers the insurance industry. 99% of IIABA Best Practices Agencies use Applied Technology. 50% of all P&C electronic transactions occur within Applied Systems. 
Applied’s CEO, Taylor Rhodes, shares his insights, observations, and guidance in this important conversation for today’s agents and brokers:
Seven steps agency principals should take now to successfully navigate the current crisis
A clear outline for how agencies should select and adopt new technologies
The challenges owners face in the age of the coronavirus – and how to rise to the challenge
Whether your agency uses Applied products or not, this is one conversation every agent should make a priority. Applied is too big to ignore, and Taylor offers a clear-eyed perspective on how agencies can succeed in these challenging times. 
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.

Wednesday Apr 22, 2020

David Heinemeier Hansson, Co-Founder, Basecamp
New York Times best-selling author, Google Hacker of the Year, Le Mans Rookie of the Year, Creator of the Ruby on Rails web dev framework, and co-founder of Basecamp. You may think he’s done it all, but right now, in this crisis David Heinemeier Hansson is famous for yet again leading businesses successfully to the remote revolution. 
Everyone with remote employees owes it to themselves to listen to this candid, direct, and practical conversation on how insurance agencies can do remote the right way – so they’re stronger, more effective, and more productive than they’ve ever been. Tune in for insights including:
Simple and effective solutions for common objections to going remote
The tools and techniques David uses in his company with employees scattered across the globe
How to help employees feel comfortable and confident while boosting productivity
Every modern agency needs to master the rules of remote working in today’s business landscape. Make this conversation a priority and deliver better leadership to 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.

Wednesday Apr 15, 2020

Jeanne Marie Salvatore, President, JMS Consulting
Jeanne Marie Salvatore knows crisis. In her time as the Chief Communications Officer for the Insurance Information Institute she guided leaders through 9/11, Hurricane Katrina, The Great Recession, and more. Recently she’s guided top carriers through the current COVID-19 pandemic. 
Crises test leaders. They also have a way of demanding that leaders step up to their best performance ever. With more skill, more sensitivity, and more courage. 
Jeanne shares her expertise to help agency leadership get through this period stronger, not weaker.
How to lead your agency when team members are anxious, afraid, and at times overwhelmingly sad
How to lead your clients when they’re seeking confidence, comfort, and clarity
Mistakes every leader must avoid in times of crisis
If you’re looking to excel in difficult times, make this conversation a top priority. Jeanne has advised the top leaders in insurance, and in this podcast she does that for you. 
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.

Wednesday Apr 08, 2020

Dave Clausen, CEO, Coastal Insurance Solutions
When Coastal Insurance Solutions adopted the tools and mindset of the modern insurance age, including digital marketing strategies, they saw results in everything from lead generation to client retention. CEO Dave Clausen shares:
The tools and technology he uses to guide his clients from stranger to raving fan
The free and low-cost tools Dave uses to test his messaging before unleashing it
Small changes you can make now to prepare your agency for the future
It’ll be easy to see why Dave was selected for Insurance Business America’s Top 100 Producers two years in a row when you listen to this episode. As you look toward the future of your agency and the future of this industry, this discussion offers valuable guidance. 
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.

Wednesday Apr 01, 2020

Bill Wilson, Founder, InsuranceCommentary.com
Your clients will have questions. Your team will have questions. Bill Wilson has answers about the technical and legal issues regarding insurance coverages affected by the coronavirus pandemic. Bob Rusbuldt, CEO of the IIABA said, “Bill Wilson is the nation’s foremost leading expert on form, coverage, and technical issues.” Bill holds nothing back:
How do business income policies cover coronavirus or shutdown by civil authority?
Examining exposure for remote workers on your team and your clients’ teams
New liabilities clients could be unknowingly exposing themselves to
Now is the time to be an insurance expert, not just an agent. This discussion will give you the confidence and clarity to help you lead your team and your agency in the crisis – and keep your team out of trouble. 
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.

Wednesday Mar 25, 2020

Brad Ruben, President, Archway Computer
All of a sudden, agencies throughout North America are going remote. But as team members adapt to this new work environment, gaps in security become exposed – and the consequences of a breach could hurt you and your clients. 
Brad Ruben, President of Archway Computer—an insurance IT firm that specializes in insurance agency security and remote access—shares critical tips that every agency principal and manager must attend to quickly:
How to setup remote employees without causing damage
Which scams agencies need to be aware of
Security updates to keep your data safe
As working remotely becomes a necessity, the information Brad shares in this discussion has become a priority. Take note as Brad shares security tips for remote log-in access, which operating systems are most vulnerable, and more advice that will keep your data secure and your community protected. 
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.

Wednesday Mar 18, 2020

Robert Hartwig, Director of University of South Carolina Center for Risk and Uncertainty Management
This episode is a cannot-miss for every serious insurance professional. Please make this a priority for this week. Chief insurance industry economist, Robert Hartwig, PhD, CPCU, delivers a rational and clear-eyed perspective on how the coronavirus will affect the lives and agencies of the modern insurance agent. Dr. Hartwig shares his expert perspective on:
The projected economic impact through the year, and how agencies’ ongoing operations will be affected
The impact the virus will have on policies, including workers’ comp, EPLI, business income, E&O, and more
How the virus will affect insurance pricing
What agents should be doing now to navigate the difficult months ahead
Dr. Hartwig is the immediate past president of the Insurance Information Institute. He serves as a regular media spokesperson for the property & casualty insurance industry and is frequently quoted by leading publications including The Wall Street Journal, The New York Times, USA Today, Washington Post, Los Angeles Times, Financial Times, Newsweek, Fortune, Forbes, The Economist and any others. Dr. Hartwig also appears regularly on television, including programs on ABC, CBS, NBC, CNN, CNBC, Fox, PBS, and BBC. 
He now serves as Clinical Associate Professor of Risk Management, Insurance and Finance in the Darla Moore School of Business at the University of South Carolina and Director of the school’s Center for Risk and Uncertainty Management. 
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.

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