The Insura-Preneur Podcast

Best-Selling Author Shares Practical Roadmap to Success

Bryan Falchuck, Founder and Managing Partner, Insurance Evolution Partners

Our guest, Bryan Falchuck, Founder and Managing Partner at Insurance Evolution Partners, offers a roadmap to success based on real-world successes. 

 

Bryan is the best-selling author of The Future of Insurance, and a 20 year insurance industry veteran with experience at Liberty Mutual, Beazley, Hiscox, McKinsey, and more. Bryan’s strategies and tactics are based on transformative success stories and high-quality data. Listen to this discussion to learn:

 

• Bryan’s “three themes” of reliable success in today’s insurance world
• Strategies to reach the performance level you want from your agency
• How to make smart technology decisions and not get derailed by shiny new fads

 

Listen to this discussion for eye-opening insight to help guide you through the modern age of insurance. 

 

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 is Entering the Independent Agency Channel

Ron Glozman, CEO & Founder, Chisel AI

The magic of AI is hitting the independent agency channel. Ron Glozman, Founder and CEO of Chisel AI shares the story of this hot new insurtech went from dorm room project to “the one to watch.” 

 

Chisel won the Gold Award at the Zurich Innovation World Championship. After being crowned the winner of the ACORD Insurtech Innovation Challenge, Ron was named “Insurance Innovator to Watch” by Digital Insurance Magazine. Now, sitting on a growing influx of venture funding, Ron’s company is changing the way agencies operate. 

 

If you want to keep up with the fast pace of today’s insurance innovation, listen to Ron reveal:

 

• How Artificial Intelligence can slash the time it takes to review policies
• Emerging tech trends agency principals need to keep their eye on
• Where AI will be leveraged most in the insurance industry

 

Don’t miss this important conversation with one of the industry’s top innovators. Learn about the major innovations hitting the insurance market today, and shaping its future 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.

Vertafore CEO’s Vision of the Independent Agent’s Future

Amy Zupon, CEO, Vertafore

Some thought leaders predict the future. Some describe it. Very few shape it. As CEO of one of the largest technology firms in insurance, Amy Zupon has a reach and influence that affects the business and lives of tens of thousands of independent insurance agents. 

 

In this robust conversation, Amy reveals her insights on the trends and forces that are rapidly changing the demands of the entire agency channel—and delivers practical advice for agency principals who want to control their future. Listen to this discussion to learn: 

 

• How changes in consumer behavior are shifting the role of today’s agency.
• The most important decisions agency principals can make today to secure their future.
• How to navigate the world of technology in the insurance agency.

 

Whether or not you’re a Vertafore customer, you should know what Amy sees and thinks. Don’t miss this conversation with one of the most influential people in our 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.

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.