The Connected Insurance Podcast: Recent Episodes
Agency Revolution
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.
"Is Your Agency's Email Marketing Striking Gold, or Striking Out?"
Unlock the secrets of high-ROI email strategies in this electrifying podcast episode with Jay Schwedelson, the wizard of email marketing. As an independent insurance agency, it's time to stop blending in and start standing out. The Direct Marketing Association (DMA) reveals a staggering $43 return for every dollar invested in email marketing - but the real magic lies in mastering the craft.
Join us for this riveting podcast master class, meticulously tailored for independent insurance agencies. Jay Schwedelson, the genius behind subjectline.com uncovers the covert tactics and strategies that make emails irresistible. Here's a glimpse of the gold you're about to discover:
- The "Three Dots Phenomenon": How a simple ellipsis (...) can skyrocket your open rates by a staggering 17%.
- "Emoji Enchantment": Harness the untapped power of ‘business icons’ to boost open rates by up to 28%.
- "Segmentation Sorcery": Learn a little-known technique that can amplify response rates by an unbelievable 760%.
Seize this rare chance to sit at the feet of two masters of the email marketing realm. Transform your agency's email approach from lead to gold. This is more than just a podcast - it's a treasure map to email marketing success.
Mike Alexander started his agency in a crisis. The ‘Great Texas Mold Crisis’ was sending agencies all over the state into a death spiral. He just purchased a small book with 400 clients.
One of his early - and critical - insights was that it wasn’t going to be enough to do a good job at insurance. He’d have to do a good job at marketing. Fast forward to today. 4000 customers. 20% annual growth.
Listen as Mike unravels the secrets to his insurance marketing success, including:
- How Mike fixed his agency’s ‘leaky bucket’ and created a seamless system to re-capture ‘lost souls’, convert unconverted leads and maximize Customer Lifetime Value.
- The simple pivot Mike made from ‘Main Street Agency’ to niche marketer (with an greatly expanded territory)
- His transition from ‘selling insurance’ (and always offering to ‘save, save, save!) to marketing to the deeper ‘what-keeps-’em-up-at-night’ pain.
- The critical way Mike learned marketing (and the network of peers that holds him accountable for performance).
Serious growth-minded insura-preneurs will want to make this conversation their highest priority of the week.
Arguably, the fastest growing family owned agency in America. Now, revealing the juicy secrets that have become insurance industry legend.
Meet Mike Mathisen. He bought a teeny agency with a few hundred customers, stepped on the gas and never hit the brakes. 30% growth for over a decade. Reliable, profitable - and, if you love growth yourself, deserving of your close attention.
In this podcast, Mike reveals the secrets of how he ‘did the impossible:’
- The system he uses to absolutely JAM his marketing funnel with sizzling hot leads!
- The processes he has in to earn maximum policy per customer AND a steady 93% retention! (And they say you can’t do that with tens of thousands of customers. Ha!)
- The unique internal system Mike employs to create a total ‘sales culture’ (with the numbers to prove it!)
Serious insura-preneurs: this is your wake-up call. Mike pulls the curtains back and lets you see the simple but powerful systems he installed to earn coast-to-coast recognition for ‘fastest growing agency!’
How This $10 Million Agency Doubled in One Year Just as his college career ended, Michael DeLaGrange tragically lost his father. And gained an insurance agency. A small, one-man shop that mostly sold financial products.
Fast forward to today. That small agency now has 50 employees. Five stores. And $20 million for expansion. In this episode, Michael shares:
- His “opposite” approach to a common industry trend—and why he went full boar on an unusual approach to a bricks ‘n mortar agency
- The reverse thinking he applied to the customer experience and how he made customers love buying insurance
- The unusual “look and feel” of how he delivers insurance (and what people hold in their hands when they leave his stores)
If organic growth gets your juices flowing, this story is so full of lessons you’ll want to have your pen and paper handy. Find out how he doubled his agency in one year when you listen to this podcast!
A different kind of podcast. This time, our host - and ‘marketing guru’ - Michael Jans joins in on the conversation. Michael is joined by commercial insurance sales expert and trainer, Randy Schwantz.
This unique blend of expertise will reshape your insurance business. Get ready for talent acquisition secrets, revenue-boosting strategies, and content marketing mastery.
Elevate your game, attract top producers, and position yourself as a problem-solving expert. Don't miss out on the transformative insights that serious insurance agents need to hear!
1️⃣ Talent Acquisition Reinvented: Master the art of finding the perfect talent with tailored personality profiles and a winning onboarding process.
2️⃣ Unlock Revenue Potential: Maximize customer lifetime value and watch your profits soar. Discover retention-boosting techniques and uncover new revenue streams.
3️⃣ Dominate with Content Marketing: Become a thought leader and captivate your audience with compelling content. Harness the power of AI in content creation and revolutionize your marketing game.
🎧 Tune in now and take your insurance business to new heights with this groundbreaking podcast conversation! Gain the upper hand in marketing and sales, reshape your strategies, and dominate the insurance industry. This is the podcast episode that serious insurance agents cannot afford to miss!
Jeff Teschke was the founder & CEO of Forge3, the top website developer for independent agents - until it’s recent sale to Agency Revolution. In this podcast, Jeff reviews key lessons for agents, learned over his 18+ years serving the industry. He shares his insight on:
- The value of ‘niching down’ for agencies
- How the industry has changed (and what agents should do to keep up with that change)
- The importance of ‘social proof’ to earn trust in the marketplace
- Why agents should be careful not to ‘hide’ behind tech and lose their humanity in the marketplace
- His insights on the ideal ‘marketing tech stack’ for today’s growth-oriented agency
Growth oriented agents will make this episode a high priority this week.
Your insurance agency makes money two ways. Now, as income. And later, when you sell.
Here’s the magic. The decisions you make now create the value you get later.
Few people know that better than our podcast guest, Michael Mensch, CEO of Agency Brokerage Consultants. Michael has assisted in over 400 M&A transactions and over 1,700 valuations of insurance agencies and brokerages in the US for privately-held businesses and lenders including Live Oak Bank, Westfield Bank, Crestmark Bank, ReadyCap Lending, and Oak Street Funding.
Those few but critical decisions can mean millions of dollars for the sharp ‘insura-preneuer.’ In this real-world and practical conversation, Michael helps answer questions like:
- What are the most important factors that determine ultimate value?
- What are the best kinds of customers and lines of business for value?
- What decisions should I make about carriers to create the most value…and much, much more.
Regardless of whether you’re selling in 20 months or 20 years, this will surely be one of the most important conversations you’ll listen to for your agency. Make this podcast a priority for your both your short and long-term strategy.
Chuck Blondino, Author, The Remarkable Insurance Agency He was Safeco and Liberty Mutual’s Director of Agency Capabilities and Programs. He’s walked through the front door of thousands of agencies. He’s taught reliable methods of growth to agency principals from coast-to-coast.
Chuck Blondino is a rare three-time encore interviewee because he always brings the goods. This time, Chuck shares the inside story of 11 actual agencies, actual steps to growth, and actual, real-world results. Drawn from his long, practical background and the extensive research he has done for his new book, The Remarkable Insurance Agency, Chuck shares practical secrets any agency can put to work for growth.
- How these remarkable agencies generate up to 700% more referrals than the industry average
- The growing role of the marketer in the modern insurance agency
- Why it’s people, not technology, that drives disruption for independent agencies
- The simple trick these 11 steady-growth agencies used to boost retention an average of 4.85%
Every serious insurance professional responsible for growth should make this practical conversation a priority.
Presented by Agency Revolution, the Connected Insurance Podcast provides bi-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, Principal, Michael Jans. A message from our host, Michael Jans:
“I’ve interviewed over 225 top leaders in the insurance industry. I want to share the most important things they’ve said to me. I’ve analyzed those conversations. And as I organized them, some critical themes and messages were very clear, and they were all connected to six areas the serious insura-preneur must pay attention to…
- Strategy
- Technology
- The Modern Consumer
- Marketing & Communication
- Entrepreneurship
- The Rapid Change of Pace
This episode will show you the lessons I’ve learned in each of these areas across hundreds of discussions.”
Michael has conducted some of the most eye-opening conversations in the independent agency system, always guided by one principle: what should the serious insura-preneur know and do now to thrive in this industry?
Presented by Agency Revolution, the Connected Insurance Podcast provides bi-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.
Eric Ayala, Senior Vice President, U.S. Market General Manager, Novidea
Our guest today is a long-time venture capitalist, tech pioneer, and sales leader who sees the insurance industry as the ideal marketplace for entrepreneurs. Eric Ayala, SVP and GM for Novidea says “It’s big and it’s ripe for disruption.”
When the industry is constantly changing, understanding the forces driving new change can make all the difference. Listen to this episode for Eric’s insights on:
- Why the line between “tech companies” and any other is disappearing
- The difference between truly innovating and merely going digital
- What agents need to focus on today to thrive in the very near future
Novidea is an ambitious young company with an interesting story to tell about the insurance industry and a whole lot of VC funding. Invest 30 minutes into your agency’s future and listen to this episode today.
Presented by Agency Revolution, the Connected Insurance Podcast provides bi-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.
Matheus Riolfi, Co-Founder, CEO, Tint
What does a modern insurance agency look like? It might not be what you’d think. Today’s podcast guest, Matheus Riolfi, is Co-Founder and CEO of Tint—one of these “modern agencies.” Like other agencies, Tint sits between consumers and carriers. Where things get interesting, though, is how Matheus’ company embeds insurance into its tech platform.
In this discussion, Matheus shares his insights on:
- Why carriers will support embedded insurance
- Why more and more companies will embed insurance into their product
- The direction embedded insurance is moving and how it’s impacting the industry
If you’re ready for an eye-opening look into the future of insurance, make this podcast a priority for your agency this week.
Presented by Agency Revolution, the Connected Insurance Podcast provides bi-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.
Kabir Syed, Founder, CEO, Ennabl
When Kabir Syed was a Managing Director at Marsh, he was given a little data project that generated millions of dollars and opened his eyes to just how much money agencies leave on the table.
This seasoned insurance professional and entrepreneur said, “I’m not really that good at technology, but I LOVE data.” That’s why he built a team of engineers to handle the technology for him while he showed them where to mine and how to polish the wealth of data hidden within every single agency today.
Since he started Ennabl, Kabir has learned a lot about agency data, including:
- How to mix private and public data for a huge marketing advantage over the competition
- Why agency margins should be much higher than the average agency sees today
- Remarkable secrets about clients, carriers, producers, and niches hiding inside an agency’s book of business
Data makes you an expert in your business. It also makes you an expert in your customers. Hear from one of the insurance industry’s leading data analysts on how to unleash the power of data in your business when you listen to this episode.
Kabir Syed, Founder, CEO, Ennabl
When Kabir Syed was a Managing Director at Marsh, he was given a little data project that generated millions of dollars and opened his eyes to just how much money agencies leave on the table.
This seasoned insurance professional and entrepreneur said, “I’m not really that good at technology, but I LOVE data.” That’s why he built a team of engineers to handle the technology for him while he showed them where to mine and how to polish the wealth of data hidden within every single agency today.
Since he started Ennabl, Kabir has learned a lot about agency data, including:
- How to mix private and public data for a huge marketing advantage over the competition
- Why agency margins should be much higher than the average agency sees today
- Remarkable secrets about clients, carriers, producers, and niches hiding inside an agency’s book of business
Data makes you an expert in your business. It also makes you an expert in your customers. Hear from one of the insurance industry’s leading data analysts on how to unleash the power of data in your business when you listen to this episode.
John Jackson, Insurance Copywriter, SME, Agency Revolution
Every agency is seeking growth, and many are turning to professional marketers to help. This jam-packed episode turns to a seasoned agency marketer for insight. John Jackson, formerly the marketer at Alliance Insurance Services in North Carolina is now a copywriter and content creator for Agency Revolution clients. John looks back at his success at Alliance and shares what worked.
Whether you have a marketer on your team, are thinking of hiring one, or are a marketer yourself, you’ll want to hear John’s insights on:
- What worked to boost retention by 7 points and nearly double the policy-per-customer count
- How an agency marketer can make the biggest impact on agency growth
- How a marketer and agency principal can work together for the best results
The agency marketer is the fastest growing position in insurance. Get the most results from this critical position when you listen to John’s poignant and practical insights.
Presented by Agency Revolution, the Connected Insurance Podcast provides bi-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.
Marty Ellingsworth, Executive Managing Director, P&C Insurance Intelligence, J.D. Power
Over his many years of observing and working in the insurance industry, Martin Ellingsworth has created innovation at almost every link in the P&C value chain. Now Marty holds a birds-eye view of the entire industry in his position as Executive Managing Director of P&C Insurance Intelligence at J.D. Power.
In this important podcast, Marty directs his attention toward the independent agency channel and the trends that are changing their very business:
- What’s causing the hard marketing in auto insurance and where it’s going
- Why independent agents should keep their eye on the State Farm business model
- What agents should watch for as tech continues to have a massive impact on our industry
Serious agents, industry leaders, and insura-preneurs from all corners of the industry must make Marty’s insights a priority.
Presented by Agency Revolution, the Connected Insurance Podcast provides bi-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, Principal, Michael Jans Advisory
Our host, Michael Jans, takes the mic to answer the question “Can an insurance agency grow by itself?” The Co-Founder and former CEO of Agency Revolution serves as a growth advisor to many of the largest and fastest growing insurance agencies and insurtechs in North America.
In this podcast, Michael pulls back the curtain on how his own fast-growth client agencies grow 25-40% or more per year. He openly shares insights on:
- Why a few key growth systems sky-rocket top-line revenue when installed
- The four-stage process that gives agency principals and marketers clarity on how to drive growth
- A simple method fast-growth agencies use to add new skills, capabilities, and customers
- Why highly productive agents and principals choose peer-accountability groups for networking
If you’re serious about making growth easier and faster in the modern age, make this episode a priority!
Presented by Agency Revolution, the Connected Insurance Podcast provides bi-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.
Darci Darnell, Partner, Global Head of Customer Practice, Bain & Company
You know insurance is changing. So do consumers—and it shouldn’t surprise you that they want it to change. They don’t want it to be slow, frustrating, or confusing.
Few people know the insurance consumer better than our gest, Darci Darnell, Partner and Global Head of Customer Practice at Bain & Company. Bain’s insight on the relationship between the industry and the modern consumer is legendary.
In this conversation, Darci reveals insights on critical issues the savvy agent must address today:
- How climate change, disease, and tech disruptions are producing new types of risk
- The direct line relationship between customer loyalty and customer lifetime value
- How insurers are going beyond reimbursing damages by incentivizing preventative behaviors to reduce risk
This episode will be one of the most important conversations about changes to the agent's role in insurance consumer behavior you’ll hear this year. Serious agents must make this conversation a priority.
Presented by Agency Revolution, the Connected Insurance Podcast provides bi-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.
Mark McLaughlin, General Manager - Insurance, IBM Market forces continue to shift and agents who want to thrive in the future must be ready for change as the market demands it. Our guest, Mark McLaughlin, IBM’s General Manager of Insurance, reveals the direction their research shows the wind is blowing—and the response agency principals must have today.
Listen to this discussion for Mark’s powerful insight:
- What 12,000 insurance execs reported as the top driver affecting their business
- How the customer experience across other industries is forcing insurance to play catch-up
- Why more consumers are judging agencies by the experience and not the product
- How savvy agents are standing out from other channels and increasing customer loyalty
Agents who want to lead their enterprise into a thriving future should make this discussion a top priority today.
Presented by Agency Revolution, the Connected Insurance Podcast provides bi-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.
James Benham, CEO, Co-Founder, JBKnowledge
Savvy agents know they need to make critical decisions now to thrive in the future of this fast-changing industry. James Benham, CEO, and Co-Founder of the leading insurtech, JBKnowledge, freely shares insight and surprises he’s found from over 20 years of creating and distributing insurtech that’s used every day throughout the insurance industry.
In this conversation, James reveals insights on:
- Major emerging trends in insurtech, including AI, big data, cloud computing, and more
- Steps agents can take today to improve their clients’ experience dramatically in the future
- How to minimize waste and maximize profit in your agency
Serious agents who want a sneak peek into the future—and want to thrive—should make this episode a priority.
Presented by Agency Revolution, the Connected Insurance Podcast provides bi-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.
There’s a looming cybersecurity threat over small and medium business clients. Jack Kudale, Founder & CEO of Cowbell—a leader in cyber insurance for SMBs—has the bird’s-eye view on the critical trends in cyber risks.
His company monitors 23 million US based businesses for cyber threats (for perspective, that means nearly 3 out of every 4 of your commercial lines clients). And Jack doesn’t like what he sees.
In this podcast, Jack shares his remarkable insights on cyber threats and insurance, including:
- The key factors that are forcing huge spikes in demand, and why this is a huge growth opportunity for agencies
- Three imperative forms of protection you should use in your own agency—and share with your customers
- How everything from the Russia-Ukraine War, Work-From-Home, and Supply Chain weakness amplify cyber threats
- A practical action plan for any business who gets hit by a cyber threat
Any insurance professional who is serious about protecting their customers, and their own organic growth, should make this podcast a priority. This may be the new E&O threat agencies can no longer ignore.
Presented by Agency Revolution, the Connected Insurance Podcast provides bi-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.
For the insurance producer, COVID claimed a reliable marketing tool—in-person meetings. Agents were forced to communicate online; some figured it out, some hated it, and many were in-between.
Now, a series of best practices can make online selling a high-leverage (and easy-to-use) avenue that saves time and boosts conversion rates.
In this workshop-style episode, Amazon best-selling author, international sales trainer, and Founder and CEO of The Authority Factor, Steve Brossman, shares his method for the mastery of online selling:
- What to do before an appointment to boost the “buying energy” for an online sales call
- How to give prospects a taste of the relationship before closing the sale
- Steve’s “Presentation/Annotation” method to move prospects to your side of the table during sales calls
- Simple webcam tricks to help producers master their video presence
Steve Brossman doesn’t just train clients in these sales methods across five continents. He uses them every day himself. If you’re a producer, sales manager, or principal looking to boost conversion rates, you don’t want to miss this jam-packed and practical podcast discussion.
Presented by Agency Revolution, the Connected Insurance Podcast provides bi-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.
Jeff Harris, Co-Founder, CEO, Appulate
Years ago, this tech entrepreneur groaned at the sight of the insurance application process. So he decided to do something about it. 250,000 users later, Jeff Harris, Co-Founder, and CEO of Appulate can claim some progress. Founded 17 years ago, Appulate is one of the industry’s earliest insurtechs and one of the most widely distributed today.
In this important essential discussion, Jeff shares insights on:
- What parts of the insurance process can be fixed by pushing buttons, and the parts that should be reserved for the human touch
- What modern agencies can do to prepare for emerging technology in the insurance industry
- How the agency of the future will look and behave, compared to today’s agencies
If you want to stay on top of the latest industry trends, make this discussion with an industry transformer a priority.
Presented by Agency Revolution, the Connected Insurance Podcast provides bi-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.
Aaron Gordon, Vice President, Gordon Companies Insurance Services
Our guest Aaron Gordon is a second-generation insurance agent with 11 years in his family’s agency in Manhattan—and is rapidly becoming a leading voice for millennials in the insurance industry. Aaron has something to say to boomers as well as younger generations: “The future is bright.” However, there’s a big “but” attached to that optimism.
Listen to hear Aaron share insights on:
- What to know about recruiting and retaining talent today
- Why Gen X and millennials are saying “Thank you” to the boomer generation but “respectfully moving on.”
- Technologies that help agencies grow and better service clients
Whether you’re seeking to hire or contemplating perpetuation, this agency VP has a message that can’t be ignored.
Presented by Agency Revolution, the Connected Insurance Podcast provides bi-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.
Mike Becker, CEO, National Association of Professional Insurance Agents
The Industry is changing, consumer behavior is changing, and so are agencies. But how well are today’s agents keeping up with market trends? What about your agency?
Our guest, Mike Becker, CEO of the National Association of Professional Insurance Agents will help answer this question and share the results from the just-release 2022 Annual Independent Agent Survey. PIA and National Underwriter worked together to ask thousands of agents the questions we need to get our finger on the “state of the agency” today.
In this fast-paced conversation, Mike shares illuminating details on topics such as:
- The dramatic shift in agents’ opinions on the use of tech to build trust
- The biggest challenges to growth and operations agencies across the country are facing today
- How agencies are planning for their post-COVID workforce—and where those workers will actually perform their job
Find out how your insurance agency stacks up against the rest of the industry as our guest unpacks the results of the most important agent survey of the year. If keeping up matters to your agency leadership, make this podcast a priority this week.
Presented by Agency Revolution, the Connected Insurance Podcast provides bi-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.
Kingsley Flynn, Head of Insurance, Sayata
A client shows up at their office at 8 am, turns on their computer… and sees a ransom demand. After breaking out in a cold sweat, they call you. What do you say?
This scenario doesn’t “only happen in movies” anymore, it could happen to any agency, as it already has for others. And protecting, advising, and guiding a client’s cyber decision-making is quickly becoming an agent’s job.
Our guest, Kingsley Flynn, Head of Insurance at Sayata brings 46 years of insurance experience—from Marsh to Lloyd’s—to today’s cyber industry.
In this timely conversation, Kingsley shares insight on:
- Emerging cyber threats to small and medium businesses
- Trends in cyber premiums agents should be aware of
- Breakthroughs in delivering cybersecurity to today’s client base
Every serious commercial lines agent should make this conversation a priority.
Presented by Agency Revolution, the Connected Insurance Podcast provides bi-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, Principal, Michael Jans Advisory
In recent years we’ve seen a dizzying pace of change, a steady stream of new tech, and constant changes in consumer behavior. Against a backdrop like this, how should an agency grow in 2022?
Our podcast host, Michael Jans, dives into that very question and delivers 7 predictions for insurance marketing, including:
- What fast-growth agencies are doing differently than average agencies
- How will the agency tech stack look different in 2022
- How hungry agencies can rise above the noise and command their market
If agency growth is on your agenda in 2022, make this podcast a priority today.
Presented by Agency Revolution, the Connected Insurance Podcast provides bi-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.
Jim Kouzes, WSJ Best-Selling Author, The Leadership Challenge Whether you’re recruiting talent or guiding your agency to new strategies, your business demands the clarity, vision, and direction of a strong leader. In this conversation, Jim Kouzes delivers straight talk to agency principals. Jim is the author of The Leadership Challenge, a WSJ Best-Seller and Fast Company’s Best Business Book of the year. Jim was declared one of the twelve best educators in the U.S.
In this eye-opening discussion, Jim shares:
- A 5-step model to becoming a stronger, better, and more respected leader for your team and customers
- The best actions to take as the industry changes faster and presents new challenges
- The top qualities that research reveals teams want most from their leaders
Challenging times call on us to be our best, and the success of your business rests on rising to the challenge. Be sure to listen in as Jim delivers actionable answers to help guide your agency to a strong and profitable future.
Nobody is a fan of the insurance application process, especially not your busy customers. Peter MacDonald, Cofounder, and CEO of Wunderite sees a better way to do things—where technology handles the heavy lifting to make life simpler for agents and customers alike.
In this robust discussion, Peter and Michael discuss:
- How agencies can recruit and retain talent in a competitive job market
- What agents are doing now to simplify the application process
- Understanding the key triggers that drive people to purchase insurance
- How agency principals should structure their technology buying process
If growing efficiently is a goal for your agency, make this conversation a priority and learn how agencies are solving stubborn industry problems.
Presented by Agency Revolution, the Connected Insurance Podcast provides bi-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.
Mike Mathisen, CEO, Owner, Colorado Insurance "I bought a small, $1.5 million premium book. We had an 85% retention rate. Now, we're pushing $100 million in premium with a 93% retention." Mike Mathisen, President, Colorado Insurance, made a few key, strategic decisions in the year 2000. 21 years and almost $99 million in new premium later, Mike looks back and shares key insights to the secrets of super-high Organic Growth:
- The method Mike uses to keep his team focused on key growth indicators
- Mike’s strategy to achieve high retention on a super-sized book of business
- His twist on the traditional structure to turn his agency into an policy selling machine
If you want proven growth strategies, this may be the most important conversation you’ve heard in a long time. Get inspired with proven, practical strategies.
Presented by Agency Revolution, the Connected Insurance Podcast provides bi-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.
Luis Pino, CEO, Founder, Agentero Many insurance agents push back on new technologies in fear of losing the human touch. Luis Pino, CEO & Founder of Agentero and former Analyst at McKinsey & Co., believes the right use of tech will do just the opposite, freeing you up for more human touches and supporting you where expertise is most needed.
Luis shares insights on the fast-moving world of agency distribution and technology:
- How to use new tech to enhance the agent’s role as a trusted advisor
- Simple ways tech will free your time so you can focus on what matters most
- Using tech to analyze your book of business and uncover hidden opportunities and unseen threats
Listen to this episode to catch up on the accelerating trends impacting the independent insurance agency system.
Presented by Agency Revolution, the Connected Insurance Podcast provides bi-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.
Marc Petersen, President, American Advantage - Petersen Group How did Marc Petersen, President of American Advantage - Petersen Group, pull off such fantastic growth results? Most agencies do it by “hiring more producers,” but for this agency, the secret to success was a robust communication strategy.
In this revealing podcast discussion, Marc openly shares his strategy for rapid and reliable growth:
- Why building the right content for your audience changes everything
- Marc’s strategy for nurturing his growing leads list and converting them into clients
- How the content strategy de-emphasizes insurance to get the conversation started
If organic growth is important to your insurance agency, make this conversation a priority. Marc holds nothing back and offers practical ideas that can transform your agency quickly.
Agents who are serious about the growth of their agency need to know what the future looks like. And if anyone has a crystal ball, it would be Susanne Chishti. Editor of The Insurtech Book, CEO of FINTECH Circle, and Investment Week’s “Social Media Influencer of the Year,” Susanne is a leading insurtech investor, and winner of too many awards to list here.
In this robust conversation, Susanne shares her perspective on:
- What insurtech will likely look like in the near and midterm future for agencies
- Changes coming to personal and small commercial lines markets
- The three most important keys to success for agents to thrive in the future
- Trends in Asia and Europe that are foreshadowing changes in the U.S. market
If you’re serious about how to compete over the next few years, do not miss this conversation.
Presented by Agency Revolution, the Connected Insurance Podcast provides bi-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 internet gave everyone a megaphone. Every business is a communications business, and the airwaves are full of noise, clamor, and confusion. How can your agency stand out from the crowd? To be the one your market listens to, respects, and follows? Michael Jans shares his journey for finding the answer with thought leadership marketing.
Listen now to hear Michael share:
- The 4 building blocks of thought leadership marketing
- A step-by-step method to earn the attention that becomes long-term loyalty
- Why thought leadership marketing generates high-quality leads and earns maximum customer lifetime value
If marketing with integrity and authority, and becoming the obvious choice in your market is important to you, don’t miss this special episode of the Connected Insurance Podcast.
Commercial lines producers know the desk can be chaos—making it harder to provide clients with a great experience without getting overworked. Erik Mitisek, CEO of Highwing believes he’s solving that problem with a multi-carrier and multi-line platform that slashes time and cuts out the confusion.
In this conversation, Erik shares his perspective on what today’s agency must know and do:
- Why “the biggest currency is speed” and how agencies can move faster than their competitors with the right tools
- How to use data to make the right decisions to grow your agency
- How agencies can change the way they take risks in order to maximize innovation and minimize mistakes
If your agency has any commercial lines business, you don’t want to miss this podcast.
Lucas Jans, VP, Product, Agency Revolution
Technology has been changing everything from consumer behavior to carrier strategy to agency operations. Lucas Jans, VP of Product at Agency Revolution, has been building tech solutions for insurance agencies for more than 20 years. With one of the industry’s largest tech teams, he oversees a constant stream of updates, product innovations, and new technologies with the goal of making tech useful and easy for agents to use.
In this important podcast, Luke and Michael discuss the future of the insurance agency with insights on:
- Why it’s not about the tech, but the real problems it solves for agents and clients
- How agency leaders can think differently about tech and confidently make the right decisions
- Where agencies are headed due to new technologies
If getting tech right and preparing for future changes is important to your agency, make this conversation a priority.
Presented by Agency Revolution, the Connected Insurance Podcast provides bi-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.
Steve Lekas, Co-Founder, CEO, Branch Insurance
Branch Insurance has convinced some of the top investors that it’s cracked the code on “instant insurance” for independent agencies—and it’s convincing more and more consumers of the same. How? By asking fewer underwriting questions. Name and address don’t just get you a quote, it gets you one click from binding insurance.
In this episode, Branch Insurance Co-Founder and CEO shares insights and secrets on:
- How public data is transforming the client acquisition process
- What consumers have declared they wish would change about insurance today
- How independent agencies can catch up to the demand for convenience
Listen to this episode now to learn how Branch Insurance is trying to transform the industry from within, and how they’re bringing agents along for the ride.
Presented by Agency Revolution, the Connected Insurance Podcast provides bi-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.
Whitney Norcup, COO, Columbia Insurance & Wealth Management
Whitney Norcup, COO of Columbia Insurance & Wealth Management tells the “before and after” story of her company. How they went from a small, stagnant agency trying to figure out the modern insurance landscape to a fast-growth agency with deeper customer relationships and a bright new future. When Whitney joined her family-run agency, she brought experience from outside the industry with her and was able to see different ways of doing business.
In this podcast Whitney readily shares secrets to her agency’s success:
- What the agency did to boost retention by 6 points, premium per customer by 143%, and policy per customer count by 60%
- How the agency changed everything after they embraced new technologies
- The biggest obstacles she sees standing in the way of rapid growth for most agencies
Listen to this episode to learn how a real-world agency moved from their past and created a new future for themselves, their team, and their customers.
Presented by Agency Revolution, the Connected Insurance Podcast provides bi-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.
You might think your customer only wants the lowest price—but that isn’t the case for independent insurance agencies. Selling on price kills profits and brings bad customers. But when today’s customer hears about saving money on insurance all day long, how do you avoid selling on price?
On this episode we have one of the nation’s top pricing experts, Reed Holden, Founder and Coach at Holden Advisors and author of Pricing with Confidence: Ten Ways to Stop Leaving Money on the Table. With articles published by Harvard Business Review, The Journal of Business Strategy, and many more, Reed delivers clear answers to the common pricing problems facing today’s independent insurance agents.
On today’s episode, Reed and podcast host Michael discuss:
- What to do about the hidden profit killer in your existing book of business
- The simple but powerful formula to overcome the price issue
- How your team should respond when someone calls for a quote
If you want maximum growth in 2021, make this episode a priority this week.
Presented by Agency Revolution, the Connected Insurance Podcast provides bi-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.
Jeff Hogue, Director - Insurance, Agent Sales, QuoteWizard
When the loan giant, Lending Tree, entered the insurance industry by acquiring QuoteWizard, they gained powerful data about how people shop for insurance. Last month, they received 1,000,000 online quotes, 50,000 inbound phone calls, and thousands of conversations with insurance agents.
Jeff Hogue, Director of Insurance and Agent Sales at QuoteWizard shares his unique perspective on:
- The turbulence in the captive agency market, and what that means to the independent channel
- How the industry turned pain points from the pandemic into a benefit
- How independent agencies can compete with online ads without spending over $100 a click
If you want to keep your finger on the pulse of change in the insurance industry, don’t miss this eye-opening conversation with a major player.
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.
Anurag Shah, CEO, Co-Founder, Aureus Analytics
Anurag Shah, CEO and Co-Founder of Aureus Analytics has been studying how customers feel about their insurance providers. First with carriers around the globe, and most recently with independent insurance agencies. After processing management systems and interaction data across more than 60 million policyholders, Anurag has crafted a way to measure customer loyalty en masse and down to the individual level.
In this eye-opening podcast, Anurag shares his perspective on:
- How agency-customer relationships degrade over time—and how to fix it
- Why you need to dig past traditional customer surveys to measure loyalty
- How to deliver what the modern insurance consumer really wants
If richer, deeper, longer customer relationships are important to you, make this podcast a priority this week.
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.
Tom Super, Head of P&C Insurance, J.D. Power
Tom Super, Head of P&C Insurance at J.D. Power, returns to the podcast with the latest research and insights on the modern insurance consumer. The pandemic pushed already changing consumer expectations farther and faster than ever. Don’t let your agency fall behind the curve.
In this important discussion, Tom shares research on:
- How the pandemic changed insurance shopping, and what’s different after one year
- Market segments and demographics best suited for the independent agency channel
- What insurance consumers expect from their insurance providers
Every agent serious about long-term growth needs to understand what really matters to today’s consumers—especially the ones that prefer the agency channel. Make this conversation a priority this week.
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.
Brad Ruben, President, Archway Computer
You may be surprised by some of the advice delivered by insurance technology and cybersecurity expert Brad Ruben, President of Archway Computer—but you may be more surprised by some of his predictions. Brad delivers practical advice every insurance agency principal and IT support person should listen to immediately.
Listen to this episode to learn:
- Real examples of agencies that were struck by ransomware, and which actions would have protected them
- Why phishing attacks went up 600% during the pandemic, and simple steps to protect your agency
- Brad’s “cool tools” to pump up your zoom game, take better notes, provide better protection, and more
These days cybersecurity should be part of day-to-day operations. Make this conversation a priority for the safety of your agency, your team, and your customers.
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.
When Zenefits ran into one of the largest compliance crises in the industry, they turned to Niji Sabharwal. He learned two important lessons. One—in his own words—brokers aren’t going anywhere. Two, they really need help with compliance. So a new insurtech was born. Rapid traction in the marketplace, $36 million in Series A funding, and 61 employees later, Niji, as CEO of AgentSync, sees a new wave of insurtech heading our direction.
Niji and podcast host Michael discuss:
- Why agents and brokers aren’t going anywhere, and how they’ll look different in the future
- How the next wave of insurtech will affect the independent agency channel
- The steps agency principals should take when considering new technology
If you want a window into the future of the agency world, do not miss the insights from this tech pioneer.
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.
Jeffery Arnold, President, Rightsure Insurance Group In this podcast, President of Rightsure Insurance Group, Jeffery Arnold delivers practical advice based on real-world experience for a robust conversation that will open your eyes to modern insurance marketing.
Jeff and podcast host Michael discuss:
- The three most important technologies to add to your agency
- How the role of agency leadership has changed in recent years
- How to be enabled and forward-thinking about tech without being shackled to it
If you’re looking for proven strategies to grow your insurance agency, don’t miss this podcast.
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.
In some niches, premiums are on the rise. Today’s agency principals and producers need a plan. For this discussion, podcast host Michael Jans turned to someone who spends his time in the midst of this turbulence. Former CEO of Bigfoot Insurance—one of the fastest growing MGA’s in the U.S.—and now a Managing Director for One80 Intermediaries, Martin Burlingame describes today’s insurance pricing as the perfect storm.
In this podcast, Martin pulls back the curtain on:
- How the last four years of natural disasters have changed the way underwriters assess risk
- What drives some consumers to stop buying insurance
- How the most successful agencies are planning for the future
If you work in commercial lines or personal property insurance, the future of the product you sell is in transition. Listen to this discussion to learn how to navigate this change and bring your customers on board.
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.
Scott Knowles, CEO, Modgic Scott Knowles, CEO of Modgic, works with commercial lines producers every day. His warning may be familiar—step up to the modern age of insurance—but his advice is practical and proven in the real world of commercial lines sales.
In this fast-paced podcast, Scott shares his insights on:
- What “super-producers” do differently than most commercial lines producers
- How to get your prospects to focus on the long term when they think of your agency
- The simple method great commercial lines producers use to make themselves irreplaceable
With new tech, new behaviors, and new consumer expectations, commercial lines is changing fast. If commercial lines insurance is part of your agency, 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.
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.
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.
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.
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 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.
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.
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.
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.
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.
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.
Today’s insurance consumers spend more time in the digital world than ever before. If we want to reach them, sell to them, and nurture them, we can’t ignore the numerous ways digital marketing will help. The fast pace of change and sea of choices often confuses and paralyzes a lot of agents.
Our guest, Seth Greene, lays out a clear path, including:
- How to generate more referrals
- Where to get the best results for your advertising dollar
- How to build a marketing funnel that will drive traffic to your agency
Listen now and learn how to build a marketing plan that will grow 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.
Best-selling author of The Bezos Letters, Steve Anderson, has been one of the independent insurance channel’s top technology thought leaders for over 25 years. In this discussion, he shares advice to help agents make better technology and productivity decisions for their agencies.
Listen to this episode for Steve’s insight about:
- The forces accelerating the adoption of insurtech
- How agents must respond to changes in consumer behavior over the last year
- The critical issues agents must consider as they adopt new technologies
Don’t miss this discussion with one of the most well-respected tech thought leaders in the insurance 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.
Rhett VanScoter, Owner, VanScoter Insurance Agency
15 years ago Rhett VanScoter took a step back from the accounting world to start his own independent insurance agency from scratch. Like all startup agencies, he quickly realized the value of every single customer. Fast forward to today, VanScoter Insurance Agency boosted its retention rate by five points in a single year and now holds among the highest NPS® scores in any industry. Year after year, the customer loyalty his agency has earned consistently turns into growth.
In this discussion, Rhett reveals:
- His top campaigns to continuously strengthen client relationships
- How he maintains a library of fresh and meaningful content for his audience
- Rhett’s simple method to generate a steady stream of 5-star reviews
If you want to see how client relationships drive growth in an insurance agency, do not miss this conversation.
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.
Jason Carter, Owner, Music & Video Producer, Wavelength Studio
As the demand for video marketing grows, Jason Carter reveals small tweaks that remove the roadblocks between your agency and great video marketing. Jason is the founder of Wavelength Studio and has produced thousands of hours of Michael Jans’ insurance marketing trainings, boot camps, interviews, and promotional videos.
In this discussion, Jason reveals:
- Simple advice to clear your hang-ups and camera anxiety for great video
- Tips on how to create engaging video your audience will watch through
- How to use video to boost your SEO and drive traffic to your website
Small changes can lead to big results. As you build your growth plan for 2021, don’t skip this important how-to podcast on the fastest growing media in the marketing landscape.
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 Chow, Manager, SEO & Paid Media, A Cloud Guru
Getting results with SEO, PPC, and social media doesn’t need to be a mystery. Our guest, Kevin Chow, has been a digital marketing expert for nearly as long as digital marketing itself has existed. Even better, Kevin has worked with hundreds of insurance agencies since his time at Agency Revolution a decade ago.
In this jam-packed podcast, Kevin shares:
- The single most important way to boost search traffic now
- How to prepare for Google’s big May 2021 algorithm update
- Tools and tips for producers to land targeted accounts
Get practical answers to your biggest questions and learn the difference between what an agency principal should know about versus what they should know how to do. If you want 2021 to be your best year ever, 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.
Jordan Goodman, Co-Founder, CFO, Total CSR, Inc, CEO, Goodman Insurance Services, Inc.
When Jordan Goodman and his brother took the reins of their third generation insurance agency, they noticed a troubling trend: high turnover. With 25% of the industry expected to retire in the next four years, it became clear this was an industry-wide problem.
How do you train new workers – especially if they have no industry experience? Jordan and his brother set out to create a solution and built Total CSR, which helps over 1,300 agencies solve their talent problem. In this episode, Jordan shares his insight on:
- How to reduce training time of new employees
- How to get new hires to stay with your agency for the long haul
- How to meet the employment demands of the millennial generation
Jordan has spoken with thousands of agency owners about hiring and training new employees. Every agency principal and manager should listen to his approach to solving one of the biggest looming challenges facing the industry: attracting and training new talent.
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.
Jordan Leavitt, Digital Marketing Team Lead, Agency Revolution
More traffic means more business, but how does an insurance agent make that happen?
Our guest, Jordan Leavitt, clears away the confusion and delivers straight answers and easy solutions. Jordan worked directly for the renowned Neil Patel and now serves as the Digital Marketing Team Lead here at Agency Revolution.
Listen now for practical answers to your biggest digital marketing questions, including:
- PPC Advertising: how it works and when you should use it
- How to cut the fat and do what works on social media
- How agents can eliminate the mystery of SEO and boost traffic
If you want to improve your web presence, increase traffic to your website, and grow your agency, don’t skip this jam-packed conversation.
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.
Brett Allen, Founder, Social Selling Guide, BOSS Social
As the former Director of Social Selling at The Hartford and social media expert for Safeco’s Bricks & Clicks program, Brett is a pioneer of social media strategies for growth-driven agencies. Now, as Founder and Social Selling Guide at BOSS Social, Brett has designed a step-by-step system any agency can follow.
You’ll discover powerful and practical advice in this podcast that will boost your lead generation and client engagement, including:
- How successful ‘social agents’ make engagement and growth easy
- A simple method to attract the clients you want most
- How to look great online
Brett shares proven strategies and tactics any agent can use to get their agency to the next level using social media. Whether you’ve mastered social media or find it baffling, take the time to listen to this practical but eye-opening 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.
Dennis Chookaszian, Adjunct Professor, University of Chicago Booth School of Business, Former Chair & CEO, CNA Insurance
With 25 years at CNA Insurance and years consulting and guiding businesses to success, Dennis Chookaszian may have a clearer view of the insurance industry and where it’s going than anyone.
In this important discussion, Dennis delivers a masterclass on insurance strategy every agency leader should take note of. Listen for insights about:
- How to take advantage of forces beyond your control
- What agency principals must focus on and avoid as we move into the future
- How agencies can improve their personal and commercial lines marketing efforts
Any agency leader trying to weather this turbulent period and thrive in the future should 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.
Kenny Urbania, President, CEO, Agency Collective, The Agency Cluster Gary Hines, Executive Vice President, COO, Agency Collective, The Agency Cluster
In one fell swoop, 1,800 captive Nationwide agencies were unleashed to the independent world this summer. How will this affect the independent channel? How will these agencies handle the transition?
Our guests, Kenny Urbania and Gary Hines are in the thick of it, learning answers to important questions. They opened up The Agency Collective to help those agencies make their transition and quickly attracted hundreds of agencies seeking help.
In this discussion, Kenny and Gary reveal:
- How these changes will affect the independent channel
- What their most successful agencies are doing differently
- Why some agencies will get stuck and left behind
If you’re serious about navigating the many changes in this industry, listen to this podcast to stay current with one of the biggest decisions impacting today’s agents.
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.
Justin Lair, Senior Enterprise Development Manager, Agency Revolution
Few people engage as many people in the insurance industry as this episode’s guest, Justin Lair, Senior Enterprise Development Manager at Agency Revolution.
Justin has heard it all—but what’s most fascinating is how dramatically these conversations have changed over the years. In this eye-opening discussion, Justin shares insights on:
- How COVID forced thousands of agents to pick up the pace of change
- Why the conversation has changed course in the last two to three years
- How this year’s sudden changes have opened agents’ eyes to untapped potential
Listen to this episode now to understand what agents and industry leaders are thinking, and how your agency stacks up to the current conversation.
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.
Co-Founder, Agency Revolution, Principal, Michael Jans Advisory
The path to success for today’s insurance agent is far different than it used to be. The pace of change is demanding that agents adapt faster. Our host, Michael Jans, takes the microphone to share powerful insights on the new skills agencies need to master in today’s insurance landscape.
Listen to this episode to learn:
- Simple methods to meet the changing demands of modern consumers
- What fast-growth agencies are doing to get maximum customer lifetime value
- How to leave behind old-school tactics that are holding you back
Michael has been guiding growth-driven agencies for over 25 years. His keen understanding of the industry and how technology fits into the modern agency’s growth plan will light a path to success in this rapidly changing world.
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.
Madelyn Flannagan, Vice President, Agent Development, Education, and Research, IIABA
Madelyn Flannagan lives, breathes, analyzes, and guides the independent agents in America’s workforce. How are agents doing now? Who is thriving and who is not? How has the pandemic affected the independent agent channel? How will that change the future of agent operations?
Madelyn dives into her research and observations to share insights on:
- What successful agents in 2020 are doing differently
- The business characteristic that will be crucial for agents moving forward
- Big changes agencies are making now to prepare for a very different future
For more than 25 years Madelyn has had her finger on the pulse of the independent agent. Listen to this discussion for important insights on where the industry is going.
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.
Mica Cooper, CEO, President, InsureCrypt
Few things strike at the heart of day-to-day agency operations like standards—the manner in which data is transferred from one place to another. Industry pundits declare that legacy standards are hurting the independent agency channel, even more than the direct, digital, and captive channels.
Mica Cooper—Founder and CEO of InsureCrypt, former System Architect at Vertafore and former Senior Architect at Hotels.com—is one industry leader who takes this seriously. He wants agents to understand how deeply this affects profits, customer satisfaction, and innovation.
In this episode, Mica shares:
- What every agent needs to know about the campaign to update industry standards
- Why new, more modern standards will unleash a wave of insurtech innovation
- How swift updates to standards will enable agents to deliver something closer to the “Apple experience”
If staying current and preparing for the future is important to you, 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.
Jeremiah Desmarais, Best-selling Author, Keynote Speaker, Insurance Marketing Expert
It’s hard to keep up. What once worked loses efficacy. New things pop up left and right. How do you know what to do, and what to ignore? What will grow your agency? What will waste your time?
In this episode, we get practical with one of the industry’s most respected marketers. Jeremiah Desmarais is the former VP of Marketing for Applied Systems and a long-time marketing consultant to agents and financial advisors.
In this episode, Jeremiah shares:
- How to generate a non-stop stream of leads from LinkedIn
- A simple but powerful trick to keep your agency focused on the best growth activities
- How insurance agents can use webinars to delight current clients and close more sales
Listen to this episode for a discussion loaded with practical growth advice your agency can put into use right away.
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.
Jay Bregman, Founder, CEO, Thimble By 2021 over half of small and medium businesses will be owned by millennials. By 2027 the majority of the US workforce will work as freelancers. Is your agency ready to serve them? Jay Bregman saw three things about the “new economy” that tend to make traditional insurance agencies frightened: It’s moving. It’s fast. It’s different.
As Founder & CEO of Thimble—an insurtech with substantial backing—Jay reveals:
- How his company can craft policies as short as a month or even an hour
- How agents can serve the freelancers lurking outside the traditional insurance industry
- How Thimble has slashed “buy-time” to as little as 60 seconds
If you want to make sure your agency doesn’t get left behind in the new economy, listen today.
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.
Robert Cialdini, President, Influence at Work, New York Times Best-Selling Author
Our host, Michael Jans, describes this week’s guest’s best-seller Influence: The New Psychology of Modern Persuasion as “the most important book in my marketing library.” President of Influence at Work, Dr. Cialdini is hailed by marketers, academics, industry leaders, and media around the world. Listen to this discussion for Robert’s keen insight that every producer, principal, and marketer in the insurance industry should take note of:
- How to leverage the six proven principles of persuasion in your agency.
- Easy tweaks to make your website, social activity, and other communications drive the market in your direction.
- Simple but powerful techniques to influence prospects early in the conversation.
Listen to this discussion for powerful advice to grow your book of business without working harder.
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.
Ryan Deeds, Vice President, Technology and Data, Assurex Global
Ryan Deeds, VP of Technology and Data at Assurex Global has been digging deep into one of the largest goldmines of data in the insurance world: agency data. Listen to this fast-paced discussion to learn how he’s helping Assurex’s agency partners leverage this data for consistent revenue growth:
- Four data points every agency can use to fuel reliable growth
- How to find your best growth strategy by analyzing your segmentation
- Why insurance consumers are “buying differently” and how to attract the right leads
Listen now for reliable, data-driven guidance to accelerate your agency’s growth and win the right 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.
Peter Picetti, Senior Vice President, Heffernan Insurance Brokers
Climate change is often treated as a problem that won’t impact most of us until much further down the road. According to our guest, Peter Picetti, SVP of Heffernan Insurance Brokers—one of the largest independent agencies in the nation—this couldn’t be further from the truth.
In this timely conversation, this 30 year veteran of the insurance industry explains why climate change keeps him up at night, and why agents should prepare their own plan of action now. Listen for Peter’s insight on:
- How climate change is already forcing hard-market pricing
- What you can expect to be telling your personal and commercial lines clients in the next 12-24 months
- How recent natural disasters are shaping the next year of insurance, and what this means for today’s agent
Don’t let your agency get caught flat-footed and left behind. Make this podcast a priority to prepare 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.
Chief Customer Officer, TrueMotion Telematics isn’t the newest technology, but advancements in adjacent technology—GPS accuracy, machine learning, and smartphones—has made telematics an effective tool to increase customer satisfaction, and boost retention.
David Morse is the Chief Customer Officer at TrueMotion, the leading smartphone-only driving data platform. In this fascinating discussion, David reveals:
- How your agency can leverage telematics
- How telematics can help you be there for your customers the moment they need you most
- Why captive and direct carriers are dominating the telematic market—and how it’s changing the way they write policies
Telematics will continue to expand in use and capability over the next few years. Listen to this podcast to understand why your agency should pay close attention.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Michael Konialian, VP and General Manager, CoverWallet for Agents Trailing the disruption of financial services channels and functions—banking, payments, etc—Michael Konialian has declared that insurance has hit the tipping point. Yet he’s bullish on the independent agent. He sees more profit moving in the direction of the agency, along with a superior customer experience.
But not for everyone. Drawing on his experience as VP and General Manager at CoverWallet for Agents, in this podcast episode he shares his insights on:
- The critical skill sets future agents will need to rise above the pack
- The unstoppable momentum of technology in the modern agency – and how agents can ride it in the right direction
- How today’s agent can deliver superior service and earn more loyal clients
The world of insurance is changing fast. If keeping up—and winning—is a priority for you, this conversation is a must-listen 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.
Brandon Brown, VP Product Experience & Creative, Agency Revolution How loyal are your customers to your agency? How do you really know? The future of your agency can be measured in the strength of your bond with your customers. How do you go from “I think they really like us” to the data science that gives you the facts?
Brandon Brown, VP of Product Experience & Creative at Agency Revolution reveals what today’s agency principals must know about the science of loyalty.
- Two simple but powerful questions that reveal the best indicators about how your clients feel about your agency
- How to use the Net Promoter Score to get the most honest, unvarnished feedback about their relationship with you
- The action items that will drive deeper loyalty from your clients
If you believe the heart of your agency is the relationship with your customer, do not miss this masterclass on measuring and building customer loyalty by using modern tools that make it easy.
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.
Stacey Brown Randall, Award-Winning Author If you have time to invest in rock-solid, practical-tactical advice on generating the best leads your agency can get, please invest it in this one conversation.
Award-winning author and business coach, Stacy Brown Randall, pulls the curtain back on the system she shares with her private clients:
- Her simple 5-step system to make your referral generating strategy run automatically
- Why the traditional system of asking for referrals doesn’t get you nearly the referrals it could
- The small but overlooked tweak that makes people love giving you referrals
Everyone who talks to clients, closes business, or has a book of business must catch this timely advice for the modern insurance agency. You’ll see why Stacey’s book Generating Referrals Without Asking: A Simple 5 Step Plan to a Referral Explosion is flying off the shelves. If you’re looking for a dose of practical marketing vitamins, you’ve found it in 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.
Michael Mensch, Managing Partner & Client Advisor, Agency Brokerage Consultants Agency valuations are at an all-time high. But will those sky-high valuations be there when you need them? Our guest Michael Mensch, CBI, M&AMI, is a managing partner at the esteemed Agency Brokerage Consultants. With over 150 M&A transactions and hundreds of valuations in his portfolio, Mike reveals:
- The forces pushing agency valuations up, and where they’re going in the future
- His checklist to make your agency more valuable and generate higher income before you sell
- How to buy an agency now at the lowest price
Listen to this discussion for practical real-world advice to determine what your agency is worth, and how you can make it worth more. Don’t miss this must-listen discussion with one of the industry’s most respected M&A specialists.
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.
Recently selected by Safeco as an Agent for the Future, Zinc Insurance owner Seth Zaremba has captured the attention of agents and carriers across the nation for his clear strategy, innovative marketing, and data-driven approach to resolving challenges faced by modern insurance agencies.
Listen to this podcast episode and learn how Seth:
- Achieved double-digit growth by aligning his agency with the customer journey
- Discovered that nearly 20% of his payroll was not serving the customer nor the agency
- Is ruthlessly shedding agency activities that no longer add value
Don’t miss this conversation with one of the insurance industry’s most respected marketer-agents. Listen today and get 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.
Tony Tarquini, European Director of Insurance, Pegasystems If you see your future in the independent insurance agency system, this one conversation will give you insight into what the future of that system looks like – and how to prepare for it now. Tony Tarquini is the European Director of Insurance at Pegasystems—a leader in transformative software with thirty-eight locations across three continents. Tony has been delivering technology and driving business improvements with many of the largest insurance organizations in the world, long before anyone ever uttered the word “insurtech.”
Tony delivers a fact-based forecast every insurance professional should pay close attention to:
- How the insurance agents role is shifting from selling risk mitigation to risk management and prevention
- What the inevitable trend towards driverless cars and “owner-less” millennials means for independent agents
- How real-time AI assistants will transform the consumer-agency relationship
Don’t miss this conversation with one of the most respected technology experts in the insurance industry. Listen today and be prepared for a very different 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.
Dustin Boss, CEO, Emerge Apps Built by agents for agents, Emerge Apps partners with the nation’s leading insurance agencies to provide their clients and prospects with amazing software, sales tools, and resources to help them win with value… not insurance quotes. Dustin Boss knows the importance of using the right technology to get the job done. Listen to this discussion to discover:
- How a technology platform can help agents do all of their OSHA record keeping.
- When the right time is to “poke the bear” with your prospects.
- How to show your clients that you care about more than just selling policies.
By investing in the right technologies, you can offer your clients real value and benefits that will tip the scales in your favor when it comes time to purchase.
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.
Adam Demos, CEO, TowerIQ Adam Demos saw the problem clearly. Other industries were miles ahead of insurance. And clients suffered the frustration and irritation of an industry that was slow, opaque, and cumbersome. Adam started TowerIQ to solve these problems and make the life of commercial agents easier. Listen to this discussion to learn:
- How to gain a competitive advantage over competing commercial brokers
- What Adam is doing to provide rapid and accurate data transfer
- How savvy agents can boost their closing ratio and retention
Don’t miss this conversation with one of the insurance industry’s rising startup founders. A must-listen for agents with any commercial lines clients – and insurance professionals who want to understand the future of the 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.
David Bradley, Founder, Consulting MBA More than 11,000 hungry-for-what-works students from around the world have completed David Bradley’s online marketing course. In his own practice, which focuses on financial services and insurance, he’s uncovered the big mistake almost every agent makes in marketing: lack of strategy. Podcast host Michael Jans and David engage in an in-depth conversation that reveals:
- David’s system for creating a winning plan based on real-world marketing principles
- A three-step model for creating trust in a marketplace you haven’t explored yet
- How to get usable marketing intelligence about your audience
In turbulent times, it’s too easy to grab the wrong shiny new thing. If your marketing isn’t getting the results you want, don’t miss this conversation with one of today’s leading digital marketing strategists.
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.
Rick Fox, VP, Agency Associations and Networks, Vertafore Rick Fox started his own agency from scratch and grew it to great heights before selling it in 2009 and entering the insurtech world. Today, Rick builds relationships with the insurance industry’s major associations and networks to bring the right technology to today’s independent agencies. Listen to this discussion with Rick Fox and Joel Zwicker to discover:
- What separates networks from associations
- Common traits among agencies on the rise
- What to consider when joining a network or association
It is estimated that more than 85% of agencies will be a member of a network by 2023. If you’re considering joining one, this conversation helps you understand how this relationship could benefit you and 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.
Kevin Ring, Lead Workers’ Compensation Analyst, Institute of WorkComp Professionals While workers’ comp may not seem like the most rewarding policy to sell, Kevin Ring from the Institute of WorkComp Professionals illustrates how workers’ comp policies can be used to save your clients money and build trust in your agency. Listen to this discussion to discover:
- How you can reduce costs for your commercial-lines clients to gain their gratitude.
- Kevin’s checklist to help your clients hire the right people and reduce the risk of claims.
- The benefits of partnering your clients with a physician to test for the right restrictions and conditions for their field of work.
In a relationship business like insurance, it’s not always about the commissions. Listen to this discussion to see where the real power of workers comp can be found for insurance agents. Visit this page to find resources you can use to help your commercial lines clients.
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.
Chris Cheatham, Co-Founder & CEO, RiskGenius How is Artificial Intelligence (AI) giving some modern agencies an edge over their competition?
Our guest Chris Cheatham is the co-founder & CEO of RiskGenius – a company that offers independent agencies an AI-based tool that takes the hard work out of finding the right policy for your customers. In this rapid-fire conversation, Chris and our host Michael Jans look to the fast-approaching future of the modern insurance agency, and how agents are using AI now:
- How AI slashes the time it takes to compare, review, and analyze policies
- How agents are using AI to outpace slower-moving competitors
- How AI can identify gaps and help agents provide better protection
Whether you’re a personal or commercial lines agent, this is a glimpse into the Modern Age of Insurance you don’t want to miss.
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.
Matt O’Neill, CXO, Beyond Insurance What do independent agencies do to grow? How is it different than before?
Michael Jans and Matt O’Neill, Chief Experience Officer of Beyond Insurance, dig into one of the more challenging issues facing today’s agency principal: what’s the best way to grow in our ever-changing industry?
In his time at Beyond Insurance, Matt has empowered insurance agents, carriers, and other professionals to capture unrealized potential. In this discussion, he shares the seven keys to organic growth, including:
- How today’s agency can stand out from the crowd
- How to fill your funnel with the right prospects
- How top producers reach their potential
Matt delivers a concise summary of years of successful field research and practical approaches in this episode––perfect for agencies seeking to grow organically in 2020.
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.
Wayne Ezekiel, President of AA Munro Insurance How did a social campaign to honor firefighters inspire a winning social marketing strategy? Wayne Ezekiel, President of AA Munro Insurance, shares how he discovered the power of social. In this podcast, you’ll learn how to:
- Showcase community involvement with social content
- Launch a social marketing campaign in less than 30 days
- Revive social profiles that have become stagnant
Social media marketing is an incredibly powerful tool for growing your agency’s following on social media. Listen to this fascinating discussion on how the average advisor can make that dream a reality.
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.
Charles Alexander, yourcharlesalexander.com Video accounts for 78% of internet content. People expect it, and you need to use it. Charles Alexander—a leader in providing ‘animated explainer videos’ for the insurance industry—shares his inside secrets for online video for the retail agent:
- Why video holds so much power to influence the viewer.
- Six common and easily avoidable mistakes when shooting video for your agency.
- Five ways to get maximum value from one video – each easy and effective.
Charles brings clarity to one of the most effective forms of marketing communication on the planet. Listen today and get 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.
Tia-Marie Gagnon, Marketing Manager, Chalmers Insurance Group What’s the biggest staffing trend to take the independent agency system by storm? Adding marketing staff, that’s what!
In this episode, you’ll meet Tia-Marie Gagnon, marketing manager extraordinaire at the Chalmers Insurance Group in New England. Nationally recognized for executing effective marketing strategies at Chalmers Insurance Group. Gagnon shares insights for every serious agency principal and insurance marketer, including:
- Daily and weekly to-dos that get results at minimal cost
- How to identify what to market and how to communicate
- Which technologies make life easier and deliver results
If you have a marketer on your team, or see the benefit of hiring one to do more strategic marketing, this conversation may make the most difference as you prepare to make 2020 your best year ever!
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.
Chris Clausen, President, The Clausen Agency Forty years ago Chris Clausen started his agency by knocking on doors. Now he sits on top of the dominant agency in his marketplace. But he’s not resting on his laurels. The Founder and President of The Clausen Agency sees the pace of change as faster than ever, and declares ‘agents who don’t figure it out, will be left out.’ And, he knows that alone will make a lot of agents unnerved, uncomfortable, and uncertain.
Chris shared his personal mind-set and performance secrets for pushing through the toughest times, regardless of the challenges the world has in store:
- His four point system to help you achieve goal after goal against the odds
- Chris’ inspiring story about why he embraces the pain when it’s almost too much to bear
- The ‘three little words’ that inspired one of his most rewarding personal victories
Many agents feel that now—and the coming few years—will be the most challenging they’ve ever faced. Chris gives deeply personal insight that will make you hunger for challenge and fight through difficulty. Be prepared to be inspired!
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.
Ron Sheetz, VP, RJ Media Magic, Inc. Ron Sheetz is the video consultant to the top marketers in the field—from thought leader Dan Kennedy to our own host, Michael Jans. Ron strips away the confusion, doubt, and excuses surrounding video production.
Great video content for insurance agencies isn’t hard; it’s just new. Ron knows every reason agents shy away from video, and respond to each in a manner designed to boost your confidence.
- When to use high, medium, and low production video
- How to create connection between you and your viewers
- The story-arc formula that helps your agency attract your best prospects
If you’re wondering how to use video in your agency, this is the masterclass for you. Professionals pay Ron up to $10,000 a day for his insights, and you get his top advice for free in this podcast.
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.
Nick Andrews – Channel Partner Marketing Manager at Liberty Mutual If you have time to listen to one conversation about real-world, street-smart insurance marketing, look no further. Our guest, Nick Andrews, dives deep into actual agencies, actually marketing, and actual results. In his role as Channel Partner Marketing Manager at Liberty Mutual, Nick plans, executes, and scales high profile national marketing campaigns that get put to work at the local level. Nick shares:
- Seven easy-as-pie proven-to-work marketing disciplines that generate leads, boost retention, inspire loyalty, and increase policies-per-customer.
- How you can ‘out-local’ big national competitors (and win!) even though you can’t possibly outspend their ad budgets!
- A simple way agents are getting up to four times more referrals without expensive marketing campaigns.
Please don’t miss this conversation with one of the industry’s most respected marketers and trainers. Listen today and get ideas you’ll put into practice tomorrow!
What are other agents & brokers doing to thrive? What are the biggest trends affecting the retail insurance agent & broker? What are the most important strategies and tactics you need to grow faster? Find out here in the Connected Insurance Podcast, where our hosts discuss the biggest issues affecting the independent insurance agent & broker with the industry’s leading figures.
Seth Preus – Founder of Mivation What would it mean to your agency if everyone on your team got to the next level? Our host, Michael Jans, speaks with Seth Preus, agency owner and creator of Leaderboard Legends software. In this episode, he reveals surprising strategies to help agents make that happen:
- Common mistakes agency owners make when they try to build a high-performance culture (and the huge mistakes they often make when they don’t even try)!
- How to tap into those magical and powerful intrinsic motivators to help your team members achieve results that exceed even their own expectations—plus a shocking analysis on how extrinsic motivators can backfire when wrongly applied!
- Three high-leverage but low-cost habits you can install in your agency for an almost-instant and reliable boost to agency-wide performance.
From producers to CSRs, if you are looking for an easy but important uptick in team performance, do not miss this conversation with Seth—one of the industry’s top thought leaders and practitioners of outstanding performance.
Listen today and get ideas you’ll put into practice tomorrow!
What are other agents & brokers doing to thrive? What are the biggest trends affecting the retail insurance agent & broker? What are the most important strategies and tactics you need to grow faster? Find out here in the Connected Insurance Podcast, where our hosts discuss the biggest issues affecting the independent insurance agent & broker with the industry’s leading figures.
Jason Marlowe - Marketing Director at InsuranceHub It can be frustrating to get advice on traditional marketing that doesn’t apply to the insurance space. Agents face unique restrictions and challenges when it comes to building their online audience. It’s crucial to take things like your budget, time, and bandwidth into consideration before launching a social media strategy.
In this discussion, Joel interviews Jason Marlowe, a superstar marketing director at InsuranceHub. They dive deep into the world of social marketing. They answer important questions like:
- How much should you pay to promote a post? (Remember, it is pay-to-play!)
- How do you target your ideal clientele?
- How can you build the right content for your audience?
Jason knows what he is talking about and the strategies he lays down are ready to be used immediately! If you want to “Future-Proof” your agency, this is an important conversation for you to hear.
What are other agents & brokers doing to thrive? What are the biggest trends affecting the retail insurance agent & broker? What are the most important strategies and tactics you need to grow faster? Find out here in the Connected Insurance Podcast, where our hosts discuss the biggest issues affecting the independent insurance agent & broker with the industry’s leading figures.
Darcy Shapiro – Director of Insurance at Cover Genius What exactly is the shape of insurance in the modern age? The best answer may be this: different.
As entrepreneurs solve insurance problems in new ways, that ‘shape of insurance’ will continue to change. In this discussion, Michael interviews Darcy Shapiro, Director of Insurance at Cover Genius. Together, they explore:
- How the modern insurance consumer has changed—and how savvy insurance innovators can respond to that change and delight the customer and marketplace.
- The tricky and challenging issue of finding a strategy for success in the modern market—and why Cover Genius is the perfect object lesson.
- Darcy’s simple but clear-eyed perspective on how to create a successful launch—and how Cover Genius achieved what few insurtechs do: exponential growth with positive cash flow.
Darcy is a longtime insurance pro—The Hartford, AIG, Liberty—so she speaks the language of modern insurance. If you have time for ONE conversation this week that shows you where our industry is going, do not miss this podcast. It’s that important.
What are other agents & brokers doing to thrive? What are the biggest trends affecting the retail insurance agent & broker? What are the most important strategies and tactics you need to grow faster? Find out here in the Connected Insurance Podcast, where our hosts discuss the biggest issues affecting the independent insurance agent & broker with the industry’s leading figures.
Greg Donaldson – Senior Analyst at the Aité Group What does today’s insurance consumer want? How do they differ? How do we earn their business and loyalty?
These questions make some agents toss and turn – wondering if they’re keeping up with the changes in the modern world. Our guest, Greg Donaldson, specializes in the heated intersection of insurance, technology, and human behavior.
Every serious student of today’s insurance consumer will want to listen to this conversation between Michael Jans and Greg Donaldson as they explore:
- The juicy topic of privacy and data. How much are insurance consumers willing to share? What do they demand in return?
- Navigating your agency’s path through the torrent of technology that is and will continue raining down on the insurance industry.
- Why Greg is encouraging agents to embrace the very technologies that look like they’re going to take their place.
Do not miss this mesmerizing conversation exploring the research and conclusions of Greg’s recent study on the modern insurance consumer.
What are other agents & brokers doing to thrive? What are the biggest trends affecting the retail insurance agent & broker? What are the most important strategies and tactics you need to grow faster? Find out here in the Connected Insurance Podcast, where our hosts discuss the biggest issues affecting the independent insurance agent & broker with the industry’s leading figures.
Small commercial lines insurance alert: turbulence ahead Big changes are ahead of us. If you have any small commercial lines business, it may have been smooth sailing… until now. Willis Towers Watson Securities and CB Insights recently forecast that up to 25% of total small business could be digitally underwritten by 2020. This huge $100 billion market hasn’t had a single dominant player – no carrier owns more than 4% market share.
But, as insurtech and competitive forces sweep the market, you can expect everything to change. Our guest, Michael Reilly, ‘wrote the report’ on the turbulence in the small commercial market – and he shares his insights and success strategies with our host Michael Jans, including:
- Michael Reilly’s 3 strategies to win the small business insurance market.
- What major carriers have been doing behind the scenes – and why you can expect to see a fast and dramatic battle play out on the international insurance stage.
- The dark cloud of negative emotions that small business owners have about their insurance… and the one big thing agents can do to turn that around.
Mr. Reilly and Accenture have released one of the ground-breaking reports of the year. This is a can’t-miss interview.
What are other agents & brokers doing to thrive? What are the biggest trends affecting the retail insurance agent & broker? What are the most important strategies and tactics you need to grow faster? Find out here in the Connected Insurance Podcast, where our hosts discuss the biggest issues affecting the independent insurance agent & broker with the industry’s leading figures.
Industry veteran helps agencies define how to spend their time on written business in the most efficient way possible If there’s one thing John Fear has discovered in his twenty years in the insurance industry, it’s that agents are not as efficient as they should be. As owner of Premier Business Consulting and National Director of Agency Development at Travelers, he’s worked with thousands of agents to understand their challenges.
In this fast-paced conversation, John lays out his Insurance Matrix. As you follow along, you’ll learn how to:
- Run your business “less inefficiently” – and how it’s different than just being “more efficient”
- Balance your expertise, passion, and business availability to determine your niche classes of business
- Maximize your business and focus your efforts
Get out your pen and paper, because you’ll want to try his in-depth exercise to build your own matrix. Don’t miss this episode if you want to make your agency more efficient!
What are other agents & brokers doing to thrive? What are the biggest trends affecting the retail insurance agent & broker? What are the most important strategies and tactics you need to grow faster? Find out here in the Connected Insurance Podcast, where our hosts discuss the biggest issues affecting the independent insurance agent & broker with the industry’s leading figures.