Agency Intelligence

One of the biggest reasons insurance agents don't achieve success as a producer is due to the QUANTITY of accounts on their prospect list. But the biggest reason overall is no doubt the QUALITY of the accounts on their prospect list.  In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will teach you how to increase the QUALITY of the accounts you are prospecting in order to close more deals and make more money! Episode Highlights: Charles explains that most insurance brokers are inexperienced and have a large number of accounts to call. (3:57) According to Charles, insurance brokers might have 1000 different prospects on their database. However, if none of them are truly qualified to the point that they are likely to conduct business with you, calling them to set up appointments would be the largest waste of your time. (4:35) Charles discusses the three most important things that insurance agents should have in terms of their database quantity. (9:21) According to Charl

London was calling at 10:00 pm UK time when the Digital Insurance Pint Podcast team jumped across the pond for our podcast with the man nicknamed Duke. Theo Duchen, like Steve Jobs, Bill Gates and every other great tech entrepreneur, started Acturis in his basement 20 years ago. Fast forward to today, and Acturis has over 870 employees and does business in 6 countries. Theo, over the last 20 years, has been co-CEO with his business partner David McDonald and they have successfully made this work. To top all this off, his Favorite Canadian Singer is Alanis Morisset, isn’t that ironic. Over a good Camden pale Ale, we discussed with Theo the following items: We unpack why Acturis bought Zycomp Systems (Power broker), the 2nd biggest BMS in Canada and what they were planning on doing with it in 2021 and beyond. We discover how their multi-tenant SAAS platform is loved by small brokers, big brokers, consolidators, aggregators, MGA’s, insurers and broker networks. We learn they are one of the world’s only vendor

In this episode of Cease & Desist podcast, Sean, Andy & Ryan welcome some of their favorite people in the industry, Bradley Flowers and Scott Howell! If you have an interest in mini horses, then this is the episode for you!

In this episode of Agency Freedom Podcast, James talks with Michael Zalle, founder and CEO of Yellowbird, an environmental health and safety consulting company.   Episode Highlights: Michael tells James about the growth of Yellowbird since its inception three years ago. (4:37) Michael shares his background story, and what Yellowbird does in the industry. (11:48)  Michael explains that he started Yellowbird because the concept of skill set on demand was very interesting to him and he saw how useful it could be in the field of environmental health and safety that requires regular training. (16:36) James talks about how Yellowbird could help a small agency act big with the wealth of services they provide. (22:21) Michael talks about how people in the industry are starting to rely on third-party providers to outsource work for them. (31:29) Michael shares that the number one use case that they have in Yellowbird, is the hard to insure, those with unique risk profiles. (38:28) Michael explains that t

Setting appointments with new prospects is hard. But it's also one of the most important things a producer needs to improve at in order to win new clients. "Scripting" (what you say or write to your prospects) is the difference maker for all of it. In this episode of the Millionaire Insurance Producer podcast, host Charles Specht outlines what is potentially the best prospecting script in the entire insurance industry, as well as how you can personally edit it to make it your own. Episode Highlights: One of the most difficult challenges, according to Charles, is getting over the point of hesitancy. (2:37) Charles explains that the insurance industry's best prospecting script is the one that works for your unique prospect. (3:40) Charles mentions that anything you provide your prospect in return for an hour of their time must be meaningful and simply understood. (5:55) Prospecting, according to Charles, is not easy, is not pleasant, and is challenging. However, if you want to establish a million-dollar

In this episode of The Ryan Hanley Show, Ryan Hanley interviews Sarah Muniz, producer at Home Team Insurance and author of Undiscovered Voices: Unlocking the Potential of Women in Insurance. She joins the podcast to talk about why women need to play a larger role in the future of insurance. This is a tremendous episode of the podcast that you don’t want to miss… Episode Highlights: Sarah discusses the origin story of her book, which is based on her and other women’s struggles to move into a leadership position as women in the industry. (4:16) Sarah explains that the major problem that she wants to solve is showing that we have more than enough talent in the industry. (12:25) Ryan discusses the idea of how many women in the 61% have truly wanted to be in a leadership position. (14:43) Sarah talks about different types of barriers she thinks will affect the percentage of women in leadership roles. (17:00) Sarah compares the profits of a diverse firm to those of a company that is not diverse. (23:37)

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Andrea Gioia from Coterie Insurance. Andrea talks to us about how Coterie is building out the technology to quote commercial insurance quickly and efficiently. Episode Highlights: Andrea talks about her background and what led her to Coterie. (1:29) Andrea shares that their mission at Coterie is to build and foster a world-class team and to bring speed, simplicity, and service to small businesses or commercial insurance. (4:31) Andrea explains how they are constantly learning and iterating around what data they have available. (6:45) Teresa talks to Andrea about the importance of data and how it is being secured. (8:46) Andrea talks about why they focus more on small commercial, which have 10 employees or less. (12:14) Andrea discusses several parts of their process and the teams that are responsible for these specific processes. (14:49) Andrea explains that they sell directly to a policyholder through their quote flow.

In this episode of Agents Influence podcast, host Jason Cass interviews Mark Engels, Chief Executive Officer at ePayPolicy. Mark talks about how ePayPolicy simplifies the digital engagement strategy for your agency and what makes for a great customer experience. Episode Highlights: Mark talks about what ePayPolicy is and the issue it addresses in the insurance industry. (2:17) Mark explains that he hates to lose and expects to win, but remembers the ones he lost more than the ones that he won. (3:20) Mark shares that he believes that it is a strong combination of both skill and luck that got him to where he is today. (3:54) Mark shares his background story and how he started in the business. (4:43) Mark explains that the foundation of ePayPolicy's vision is to solve one of the largest pain points of all agencies and brokers, processing the paper check. (12:34) Mark shares that over the past 10 years, almost all the experiences in the insurance industry have become digitized. (15:08) Mark shares

Our creative energy kicks in when there is a problem to be solved! Don't miss this energizing convo on Age of Indiependence podcast with Quantum Assurance International’s Director of Education, Amanda Mapp. It turns out clients want us to solve real problems, and over-apologizing keeps us from seeing the best outcomes. This is an episode you don't want to miss! Episode Highlights: Amanda believes that fear of judgment or rejection keeps us from taking risks because we don't see risk as something that will benefit us regardless of the outcome. (8:56) Amanda agrees with Katlyn that if we can educate our children to have a mentality change, it will be tremendous for their risk tolerance and desire to take more risks. (11:38) Amanda discusses why the price is the most painful aspect of a policy. (15:41) Amanda discusses what factors influence her satisfaction. (18:47) Amanda believes that in the insurance industry, we must be extra creative in order to solve challenges (25:44) Amanda explains that reg

If you're like most insurance agents out there, you're not getting the new business commission results you know you're capable of. You're either not prospecting enough, prospecting inefficiently, not setting enough appointments, not sure how to transition to asking for the signed Broker of Record Letter, or how to close the business if you go through a quoting process. Usually, this boils down to doing things over and over and over again that do not work or do not get a high enough ROI.  In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will talk about how you should Pivot, what to Pivot to/from, and how to determine if the Pivot you make will be profitable or not for you or your agency. Episode Highlights: Charles explains that a common issue that people have is that they can't stop doing one thing and start doing something else. (4:53) Charles shares that pivoting starts at the very beginning of the building process. (7:02) Charles talks about his experience working w

In this episode of the Digital Insurance Pint Podcast, Paul Jackson joins the show. Paul’s favorite Canadian singer is Bryan Adams. Dopey is his favorite dwarf. He is also a fanboy of one of the smartest CEOs in Canadian insurance history, Charles Brindamour of Intact Insurance. However, more importantly, as Chief Operating Officer at Gore Mutual, Paul is part of an astonishing team that has redefined a historic Canadian Mutual insurance company, with deep roots in the Canadian P and C industries, with a new strategic strategy plan, code-named – The Next Horizon. During our Garrison Pucker Up pint with Paul, we boldly dig into Gore Mutual’s Next Horizon strategy. We discuss the management changes and strategy shift Gore has made to hit their aggressive east to west expansion plans to grow into a top 10 insurance company in Canada with two billion dollars in premium. The Pint Podcast team unpacks the key parts of their new strategy, which consist of four main pillars Purpose Driven Digitally Led National Ex

In this episode of Agency Freedom Podcast, host James talks with Pat Mulroy, Head of Distribution for Tarmika. Episode Highlights: Pat shares his career path in the insurance ecosystem. (4:51) Pat talks about what Tarmika is doing on the embedded side and that led to his position there. (6:25)  Pat explains that Tarmika sees embedded insurance as something they can offer to both consumers and agencies as an additional distribution method, a starting point, but not something that is going to complete the full journey. (11:33)  James shares his experience of going to a Coldplay concert and using Allianz concert ticket insurance. (16:09) Pat explains why the ability to offer multiple carriers from certain embedded offerings is very unique. (21:01) Pat shares that their new product, which is called "The Tunnel”, has been available for months now and they are continuing to expand. (25:03) Pat shares that it is very important to understand the experience an agency wants to create in order to be able to

In this episode of The Ryan Hanley Show, Ryan Hanley interviews Michael Lebor, founder and CEO of InsuranceGiG. Michael joins the podcast for a deep dive into how we use data to create better outcomes for our business. Michael is solving big problems with InsuranceGiG, and we’re honored to have him share his insights and expertise. Don’t miss this episode.  Episode Highlights: Michael explains what InsuranceGiG is and how it is beneficial to the industry. (8:14) Michael shares that if you are in insurance technology, data is either a weapon or a liability. (11:53) Michael explains that they get their foot in the door with their pricing model and organic platform. (18:02) Michael shares that they recently went live with HawkSoft AMS and explains why it is a game changer. (21:26)  Ryan explains that he sees the tool as very useful in saving time, as the system can do all the work on the same platform. (30:44)  Michael explains that their main drive is not to replace the core policy system but to make

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Elisa Stampf. Elisa has helped build Insure Equality and protect the people's voices in the insurance space. She pioneers conversations and helps others to find that safe space to have the tough conversations that will help make tomorrow's industry a better place. Episode Highlights: Elisa shares her background story and how she got into the insurance industry. (1:33) Teresa explains that to move forward, people have to make big changes in the industry. (9:05) Elisa explains that Insure Equality was created because people wanted to have a better way forward. (10:29) Elisa shares that another theme that consistently comes up would be based on relationships. (14:16) Teresa explains that the younger generation is very conscious when it comes to equality, as they want to work in a diverse community. (20:22) Elisa talks about their vision moving forward, which is all about accountability, community, and transparency and the ple

In this episode of Agents Influence podcast, host Jason Cass interviews Troy Korsgaden, President & Consultant of Korsgaden International. Troy talks about how he was able to build himself back from having mental and physical health issues. Episode Highlights: Troy shares that he is an iPhone user and the last app he downloaded was Blankest. (2:19) Troy explains that he loves to win but he learns from losing. (3:43) Troy shares that luck has played a bigger role than skill in getting him to where he is today. (4:09) Troy shares how he expanded his practice and hired and develop people to become bigger and stronger in the business. (10:46) Troy explains that it is not easy being a self-employed person, but the advantage is that carriers would hire you from a global standpoint. (12:19) Troy discusses the moment where he became unhealthy, mentally, and physically and how he was able to change it. (14:09) Troy explains that his fears led him to ignore the rock bottom moment. (17:56) Troy shares th

In this episode of the Digital Insurance Pint Podcast, Graham Haigh, VP of broker distribution at Wawanesa, avid golfer, scotch drinker, huge Winnipeg Jets fan and an even bigger fan of the broker distribution channel, talks about all the great things Wawanesa is doing to become even more broker friendly. Tom, Adam, Steve and Jeff discuss the following topics with Graham: Is Western Financial Wawanesa’s version of Canadian Brokerlink? Are aggregators friend or foe? Is digitizing claims the next frontier for Wawanesa? What will a broker of the future look like? Why won’t Technology plays, Insurtechs, and auto manufacturers beat brokers in the future? How software brokers are using today is considered bush league? Finally, Graham gets to the bottom of all the bullshit surrounding insurance companies claiming there is such a thing as a direct type of customer. Resources: Tom Reid Jeff Roy Steve Earle Adam Mitchell Digital Insurance Pint Podcast

In this episode of Cease & Desist podcast, Daniel Jimenez and Margeaux Giles chat with Ryan, Sean, and Andy. If you love Christmas music, romance novels, and hunting for unicorns then you HAVE to listen.

In this episode of Agency Freedom Podcast, James talks with the one and only Dr. Billy Willams, CEO of Inspire A Nation, an equity partner in over 100 retail insurance agencies, and an investor in many other businesses.   Episode Highlights: Dr. Billy Williams talks about his background and what led him to start Inspire A Nation. (5:23) Dr. Billy Williams shares that he does not worry about a person's mindset, but what is important is discipline. (10:27) Dr. Billy Williams explains that when he chooses an agency management system, he makes sure that it does 90% of everything he needs.  (20:03) Dr. Billy Williams mentions that he is a step-by-step guy, and gives out the steps he is guided through on a normal workday. (24:34) Dr. Billy Williams explains that the reason most people won't follow a process is that they don't take the time to create a process. (30:07) Dr. Billy Williams elaborates on common weaknesses that a lot of people have. (38:17) Dr. Billy Williams explains that he is not a cold

In this episode of The Ryan Hanley Show, Bradley Flowers, founder, and president of Portal Insurance and the co-host of the Insurance Guys Podcast sits down with Ryan Hanley in Cleveland, Ohio in front of an audience of over 150 people for a live recording of the podcast. In this conversation, they dive deep into culture, hiring, and the marketing strategies producing exponential results in 2022. Don’t miss this one-of-a-kind conversation. Episode Highlights: Ryan introduces this special live episode with guest, Bradley Flowers. (1:35) Bradley shares that looking for opportunities not only within your agency but outside of your agency is a way to stand out. (11:13) Bradley shares that they have an unlimited time off policy in the company so long as they are able to deliver results. (18:13) Bradley explains that culture is not something you accomplish, it's a living, breathing thing that you're constantly working on. (20:37) Bradley explains how managing people can be changed by understanding the ave

In this episode of Power Women In Insurance, Teresa Kitchens sits down with Danielle Willets, Big Dog at Little Dog Social Media. Danielle talks about how Little Dog Media helps agencies with their social media. They pre-plan and post 15 different social media posts per month to help with brand awareness and generate business for insurance agents. Episode Highlights: Danielle shares why she started Little Dog Social Media. (1:23) Danielle explains that she saw the potential to help insurance agents and companies through social media. (3:26) Danielle shares that they are not just putting out content on social media, but also looking and understanding how it benefits the agency. (06:16) Danielle discusses that they create content for each platform that can be the same content, but written or geared differently on each platform. (8:46) Danielle shares how they are able to utilize the features and benefits of every platform, like Facebook and LinkedIn. (10:52) Danielle explains that they also provide