The Insura-Preneur Podcast

Practical Strategic Advice from a Top Industry Leader

Tony Caldwell, Co-Founder, Chairman, CEO, One Agents Alliance

 

Why is Tony Caldwell’s new book, The UnCaptive Agent, a #1 Amazon new release and bestseller? Because it reveals his practical approach to success in the independent agency system. Tony moves over $500 million in premium and oversees 185 agencies in his network, OAA, and runs the largest master agency in SIAA. 

 

In this conversation, Tony and podcast host Michael discuss:

 

• The declining role of geography for independent agencies
• Why agencies need to focus on maximum customer lifetime value
• A practical action plan for success for independent agency principals

 

Tony declares that the agency system will thrive, but that it’s an open question of who will win and who will lose. If you’re serious about growing your agency, make this discussion a priority.

 

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.

 

CEO of SIAA on the Future of Independent Agents

Matt Masiello, CEO, Strategic Insurance Agency Alliance

With $9.5 billion in premium, almost 5,000 agents in his network across 48 states, CEO of SIAA, Matt Masiello has a unique perspective on the independent agent. Matt might negotiate a multi-million dollar contract with a national carrier in the morning and advise a from-scratch mom-and-pop agency in the afternoon. 

 

In this podcast, Matt shares his perspective on:

 

• The shifting market share between the captive, direct, and independent channels
• Amazon’s introduction to the small commercial insurance market—and how the industry needs to respond
• How today’s agents can win the right insurance consumers for their agency

 

Make this conversation a priority. Matt holds nothing back in this thoughtful and practical discussion.

 

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 Increase Your Agency’s Valuation

As private equity firms flood the market, agency valuations are rising higher and higher. How can today’s agency principal take advantage of these conditions?

 

In this practical and informative podcast, Michael Mensch discusses how to navigate the turbulent and fast-moving acquisition market, and how agency principals can boost their valuation for the biggest payoff. Michael Mensch, President of Agency Brokerage Consultants, has assisted in over 200 M&A transactions and over 1000 agency valuations.

 

In this conversation, Michael Mensch and podcast host Michael Jans discuss:

 

• The sweeping trends that are changing the acquisition landscape for agencies
• Possible changes in tax laws that agents must keep their eyes on today
• Practical steps any agent can take to increase their agency’s valuation

 

Listen now to learn the steps you can take to determine your ultimate valuation. If you’re an agency principal, make this conversation a priority. 

 

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.

 

Insurance Agency Data Breakthrough

Agents have dreamed of rich customer data for years. Alan Ringvald, CEO of Relativity6, is making that dream a reality. When you combine that data with artificial intelligence and automation, you protect customers better, keep them longer, and create deeper relationships. 

 

In this discussion, Alan and podcast host Michael discuss:

 

• How blending internal and external data reveals easily missed insights
• The critical aspects of the customer relationship agency management systems miss
• How good data helps agents maximize customer lifetime value

If you’re seeking stronger customer relationships, don’t miss this discussion. 

 

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.

 

Kevin Callahan, Chairman, CEO, Renaissance Alliance

Kevin Callahan took Allstate public, was CEO of Allianz, Partner at Accenture, and Head of Global Sales at Marsh. In other words, Kevin knows P&C insurance. Now, as CEO of Renaissance Alliance, he is dedicated to helping agents get to the next level with tools, technology, strategy, and resources. 

 

In this discussion, Kevin shares his perspective on:

 

• Why agents are the most important part of the P&C value-chain
• The key drivers of organic growth in the modern insurance landscape
• How independent agents can compete for growth against other channels and other agents

 

Develop your agency’s strategic direction and learn tips to achieve fast growth when you listen to this discussion. 

 

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.

 

What the Future of Insurtech Means for Your Agency

When you think “insurance” plus “technology,” Jay Weintraub just might be the first person you think of. As Co-Founder and CEO of InsureTech Connect, Jay hosts what might be the largest insurance conference in the world—and nothing says “change” to the industry like the intersection of insurance and technology. 

 

In this conversation, Jay and Michael discuss:

 

• How the insurtech roadmap is affecting agencies today
• What agency principals must do now to get digital before it’s too late
• Jay’s advice on the single most important thing for agents to focus on

 

Technology is an increasingly important part of running an insurance agency today. Listen to this discussion now to prepare your agency for the 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.

Scaling the Independent Insurance Agency

Nick Andrews, Marketing Project Manager, Liberty Mutual Insurance

 

Having helped develop marketing plans for countless agencies across the nation, average agency growth isn’t good enough for Nick Andrews. In this discussion packed with practical information, Michael and Nick tackle the question of how to scale today’s insurance agencies. 

 

In this conversation, Nick shares his perspective on:

 

• The common traits of fast-growing agencies
• The tools helping agencies increase revenue and earn customer loyalty
• How some agencies are finding growth in unexpected ways

 

If you’re looking to grow your agency and scale your efforts, don’t 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.

 

Secrets to Organic Growth Today

For nearly 30 years Randy Schwantz has been guiding insurance agencies to the next level of growth through The Wedge Group. When COVID hit, producers across the world panicked as their traditional channels of communication were slammed shut. In spite of these challenges, many producers had their best year ever.

 

In this practical discussion, Randy reveals: 

 

• How successful producers are shooting ahead during the pandemic
• The future of commercial lines lead generation 
• How agency principals can help producers develop

 

If you’re serious about boosting your agency’s organic growth, don’t 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.

 

A Commercial Lines Breakthrough

Binding commercial insurance policies have always required a little more work. Our guest, Adam Kiefer, Co-Founder, and CEO of Talage, set out to build a software platform that enables independent insurance agents to easily sell and bind commercial insurance policies online. Thanks to changing attitudes from major carriers and new insurtech advancements, agents are empowered to serve commercial lines consumers better than ever.

 

In this conversation, Adam reveals:

 

• How changing consumer expectations have driven game-changing tech investments
• What carriers are doing to help agents meet modern consumer needs
• His vision for the future of the independent agent model

 

If your agency sells commercial lines policies, don’t miss this conversation. Listen now to find out what other agencies are already doing to connect and sell to today’s commercial insurance consumers. 

 

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.

 

4 Trends for Growth-Minded Insurance Agencies

Patti Newcomer, CMO, FMG Suite, Agency Revolution

Keeping up with the fast-paced world of marketing and technology is a full-time job, and for our guest, it is. After a stellar career as Vice President of Marketing at Intuit, Vice President of Brand Marketing at Capital One, and Section Head at Procter & Gamble, Patti Newcomer shares her insights from her new position as Chief Marketing Officer at FMG Suite, the parent company of Agency Revolution. 

In this practical and forward-thinking discussion, Patti reveals:

• Four marketing trends agents can’t ignore
• How to personalize marketing for better results
• Tips to produce great videos for your agency

Don’t miss this discussion with one of the most seasoned, insightful marketers in the industry as she reveals practical tips any agent can use. 

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.