The Insura-Preneur Podcast

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.

Michael Jans, Co-Founder, Agency Revolution and Principal, Michael Jans Advisory

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.

How to Prepare for the New Future for Insurance Agencies

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.

Using LinkedIn to Grow Your Agency

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.

COVID-19, New Tech, and Rapid Change – What Agents Should Do Now

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.

Doing Remote the Right Way from NYT Best-Selling Author

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.

Crisis Leadership Advice from the Top Insurance Communications Advisor

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.