Getting Past the Premium: Recent Episodes
Elliot Bassett & Ryan Brott
Welcome to Getting Past the Premium, hosted by Elliot Bassett and Ryan Brott! What's different about our podcast? We focus on breaking down problems that advisors face in the risk management industry and talk about solutions that bring value to clients. The industry is changing and clients are expecting more than just shopping their insurance for a cheaper price. Let's get past the premium and talk about truly meaningful solutions!
Most mid-market construction companies are outgrowing their brokers without even realizing it.
In this episode of Getting Past the Premium, Elliot Bassett sits down with Joshua Verch, Senior Advisor at The Baldwin Group, to unpack what really happens when companies scale past $10M, $25M, or $50M—and producers are still treating them like they’re a small business.
Joshua brings a sharp and refreshing perspective from inside the trenches of construction risk management, where service gaps, outdated brokers, and foggy renewal processes are killing profitability.
If you’re a producer, agency owner, or executive dealing with risk in the construction space…
This conversation is a wake-up call.
You’ll learn:
✅ Why most insurance strategies don’t evolve as businesses grow
✅ The hidden risks of staying loyal to the wrong broker
✅ How to structure better submissions and win underwriting support
✅ Why consultative producers are taking market share
✅ What it takes to be seen as an advisor—not a quote machine
Whether you’re trying to win BORs or protect your largest accounts, this episode delivers a masterclass in authority-based selling and next-level advisory.
👉 Connect and follow us:
Elliot Bassett, President & Partner at Ellerbrock-Norris | Co-Founder of LAUNCH | Host of Getting Past the Premium Podcast
LinkedIn: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Website: https://getlaunch.io/
👉 Connect with our guest:
Joshua Verch, Senior Advisor at The Baldwin Group
LinkedIn: https://www.linkedin.com/in/joshuaverch/
Website: http://www.baldwin.com/
_____________________
🎙️ Sponsored by LAUNCH
This episode is powered by LAUNCH — the only risk platform that helps producers sell advice, not just insurance.
With LAUNCH, you map real business risks in minutes, prove your value before quoting, and win the account by thinking like a CFO.
Stop selling price. Start selling insight.
👉 Visit https://getlaunch.io/ and get past the premium.
_____________________
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Most producers chase every lead and wonder why they’re stuck in the price game.
But Tom Gilroy flipped the script—and helped scale a 120-year-old family agency into a nationally recognized powerhouse.
In this episode, Tom breaks down the repeatable strategy that took him from finance outsider to President of GKG, and the systems they use to help producers win high-value clients without pitching on price.
If you’re serious about creating meaningful differentiation, building real expertise, and closing accounts that actually want your advice—this episode is your blueprint.
Here’s what you’ll learn:
✅ Why grit, network, or expertise—you only need 2 of the 3 to win
✅ How Tom used social media to generate national inbound leads
✅ The system GKG built to back up every sales promise with execution
✅ How to create a risk strategy roadmap that compels clients to switch
✅ Why the “no a-hole” rule protects your team and client experience
✅ How to craft a repeatable risk advisory process your team can use to scale
👉 Connect and follow us:
Elliot Bassett, President & Partner at Ellerbrock-Norris | Co-Founder of LAUNCH | Host of Getting Past the Premium Podcast
LinkedIn: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Website: https://getlaunch.io/
👉 Connect with our guest:
Tom Gilroy, President, GKG
LinkedIn: https://www.linkedin.com/in/tom-gilroy/
Website: http://www.gkgrisk.com/
_____________________
🎙️ Sponsored by LAUNCH
This episode is powered by LAUNCH — the only risk platform that helps producers sell advice, not just insurance.
With LAUNCH, you map real business risks in minutes, prove your value before quoting, and win the account by thinking like a CFO.
Stop selling price. Start selling insight.
👉 Visit https://getlaunch.io/ and get past the premium.
_____________________
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Most agencies are burning out their team to protect their bottom line.
More remarketing. More manual quoting. More inefficiencies.
All while margins get tighter — and expectations get higher.
This week on Getting Past the Premium, Elliot sits down with Chris Peabody from Ascend to unpack what the most forward-thinking agencies are doing differently:
✅ Automating the right processes
✅ Embedding AI in invisible, high-impact ways
✅ Standardizing workflows without losing trust
✅ And actually measuring ROI before adopting new tools
This episode isn’t about “using AI” — it’s about building a more scalable, sustainable firm in today’s reality.
👉 Connect and follow us:
Elliot Bassett, President & Partner at Ellerbrock-Norris | Co-Founder of LAUNCH | Host of Getting Past the Premium Podcast
LinkedIn: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Website: https://getlaunch.io/
👉 Connect with our guest:
Chris Peabody, Director of Partnerships, Acsend
LinkedIn: https://www.linkedin.com/in/chris-peabody-9b686541/
Website: https://www.useascend.com/
_____________________
🎙️ Sponsored by LAUNCH
This episode is powered by LAUNCH — the only risk platform that helps producers sell advice, not just insurance.
With LAUNCH, you map real business risks in minutes, prove your value before quoting, and win the account by thinking like a CFO.
Stop selling price. Start selling insight.
👉 Visit https://getlaunch.io/ and get past the premium.
_____________________
Chapters:
00:00 – Intro: Chris Peabody Returns
01:30 – What Ascend Actually Solves for Agencies
02:30 – Why Direct Bill and Agency Bill Reconciliation Are Broken
04:15 – Automation Isn’t Just About Efficiency — It’s About Client Experience
06:20 – Standardization: Why It Matters More Than Ever
08:30 – The Case for Workflow-Driven Technology
09:45 – AI-Powered Invoicing: Real-World Examples
12:10 – Human Mistakes vs. System Capacity Limits
13:55 – The Hidden Cost of Remarketing in a Hard Market
15:30 – Tech That Creates ROI vs. Tech That Creates Noise
17:00 – What Agencies Get Wrong About AI
19:10 – Ascend’s Approach to Embedded AI (And Why It Works)
21:00 – Real Use Cases That Actually Save Time
23:30 – Why Tech ROI Starts with Process Clarity
25:15 – Stop Mimicking Bigger Agencies — Find What Works for You
28:30 – The Real Value of Peer Learning in Insurance
31:00 – How to Vet Tech Vendors the Right Way
34:00 – Launch, Ascend, and the Power of Listening to Your Clients
🎙 Getting Past the Premium is powered by Launch — the only platform helping producers sell insight, not just insurance.
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Most insurance producers think they need more leads.
What they actually need is more clarity.
Clarity on:
→ Who they serve
→ Why they’re different
→ How they want to grow
→ And who should be referring them business
In this episode of Getting Past the Premium, Elliot Bassett sits down with Abby Arcishewsky, founder of Archway Strategy, to break down how producers can build intentional, strategic, revenue-driving sales systems — starting with their value proposition and referral process.
If you’re relying on COIs, but don’t have a plan…
If your value prop is vague or generic…
Or if your business development is ad hoc instead of engineered…
This episode is a masterclass in fixing all of it.
You’ll learn:
✅ How to define your Ideal Client Persona (ICP) — and why generalists get referred junk
✅ The 3 rules for qualifying great COIs (most people miss the last one)
✅ How to reframe your intro to avoid the “I already have someone” objection
✅ Why your value prop isn’t working — and how to build one that pulls prospects in
✅ How curated micro-events can 10X trust and drive high-conversion referrals
✅ The COI referral scripting strategy that gives you control over your positioning
👉 Connect and follow us:
Elliot Bassett, President & Partner at Ellerbrock-Norris | Co-Founder of LAUNCH | Host of Getting Past the Premium Podcast
LinkedIn: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Website: https://getlaunch.io/
👉 Connect with our guest:
Abby Arcishewsky, Founder of Archway Strategy & Consulting
LinkedIn: https://www.linkedin.com/in/abby-arcishewsky-cexp%C2%AE-cap%C2%AE-968a5276/
Website: http://www.archway.consulting/
_____________________
🎙️ Sponsored by LAUNCH
This episode is powered by LAUNCH — the only risk platform that helps producers sell advice, not just insurance.
With LAUNCH, you map real business risks in minutes, prove your value before quoting, and win the account by thinking like a CFO.
Stop selling price. Start selling insight.
👉 Visit https://getlaunch.io/ and get past the premium.
_____________________
Chapters:
00:00 – Intro: Meet Abby Arcishewsky, Founder of Archway Strategy
01:10 – From Private Wealth to Building Business Development Systems
02:40 – The 5 Core Pillars of Sales Strategy
05:15 – How to Define Your Ideal Client Persona
06:50 – Why Generalists Get Bad Referrals
08:45 – “I Already Have Someone” — Fixing Your Value Proposition
11:55 – Overcoming Scarcity Mindset When Niching
13:50 – How to Phase Into a Niche Without Losing Revenue
15:00 – The Power of Intentional, Strategic Planning
16:40 – The 3 Golden Rules for COI Relationships
19:10 – Why Most COI Strategies Fail (and How to Fix It)
21:15 – The Power of Referral Scripting + Coaching Your COIs
24:00 – Why Education + Process Win the Referral Game
26:30 – Give to Get: Referral Trust is Earned, Not Assumed
28:00 – Curated Events as Referral Machines
30:15 – How to Build Trust and Create Momentum Through Events
32:50 – Event Stra
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Most insurance producers cap out at $600K.
Not because they lack talent...but because the system around them is broken.
In this episode of Getting Past the Premium, I sat down with Ryan Deeds, VP of Strategy and Analytics at Alkeme, to break down the real reasons producers and agencies stall out.
Ryan’s built sales systems for 300+ producers across 57+ acquired firms...and what he’s seeing is uncomfortable, but true:
“40% of our clients were generating just 3.5% of our premium.”
That’s not growth. That’s bloat.
You’ll discover:
✅ Why most producers plateau...and how to break through
✅ How Alkeme built a Producer Portal that actually gets used
✅ The single most important metric every producer should track (average account size)
✅ How to design cross-sell and round-out into your operations
✅ The real cost of service drag (and why it caps growth)
✅ Why earnouts complicate scale—and how Alkeme is solving for it
✅ What to do when producers resist systems, tools, and change
👉 Connect and follow us:
Elliot Bassett, President & Partner at Ellerbrock-Norris | Co-Founder of LAUNCH | Host of Getting Past the Premium Podcast
LinkedIn: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Website: https://getlaunch.io/
👉 Connect with our guest:
Ryan Deeds, VP of Strategy and Analytics at Alkeme
LinkedIn: https://www.linkedin.com/in/ryancdeeds/
Website: https://alkemeins.com/
_____________________
🎙️ Sponsored by LAUNCH
This episode is powered by LAUNCH — the only risk platform that helps producers sell advice, not just insurance.
With LAUNCH, you map real business risks in minutes, prove your value before quoting, and win the account by thinking like a CFO.
Stop selling price. Start selling insight.
👉 Visit https://getlaunch.io/ and get past the premium.
_____________________
Chapters:
00:00 – Welcome Back: Ryan Deeds Returns
05:20 – The Producer Portal: Tracking, Tools, Transparency
10:15 – Cross-Sell and Round-Out at Scale
14:30 – Why Average Account Size Changes Everything
27:00 – Service Models, Earnouts & the Growth Bottleneck
42:00 – Chick-fil-A, ICPs, and Strategic Discipline
This episode is a masterclass in building scalable, data-driven, human-first sales systems.
If you’re a producer, agency owner, sales leader, or operator... this is required listening.
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Most insurance producers don’t make it past year three.
Wells Gunn did…and built a thriving, specialized book in the independent grocery industry.
In this powerful episode of Getting Past the Premium, host Elliot Bassett sits down with Wells to unpack the exact mindset, process, and strategies he used to go from cold-calling 100 prospects a week…
…to leading a national risk practice for Houchens Insurance Group.
No gimmicks. No fluff. Just the hard-earned truth about what it really takes to win in this business.
You’ll learn:
✅ Why most producers quit (and how to avoid it)
✅ How to turn a niche into a $1M+ growth engine
✅ The role of mentors, repetition, and proprietary process
✅ The difference between quoting insurance… and being hired as a true advisor
✅ Why the best producers never stop cold calling — they just evolve it
Whether you’re a new producer, a sales leader, or building a growth-first agency, this is the blueprint for long-term success in commercial insurance.
👉 Connect and follow us:
Elliot Bassett, President & Partner at Ellerbrock-Norris | Co-Founder of LAUNCH | Host of Getting Past the Premium Podcast
LinkedIn: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Website: https://getlaunch.io/
👉 Connect with our guest:
Wells Gunn, Producer, Houchens Insurance Group
LinkedIn: https://www.linkedin.com/in/wells-gunn-2bb32235/
Website: http://www.higusa.com/
_____________________
🎙️ Sponsored by LAUNCH
This episode is powered by LAUNCH — the only risk platform that helps producers sell advice, not just insurance.
With LAUNCH, you map real business risks in minutes, prove your value before quoting, and win the account by thinking like a CFO.
Stop selling price. Start selling insight.
👉 Visit https://getlaunch.io/ and get past the premium.
_____________________
00:00 – Intro + Sponsor
01:05 – The Golf Course That Changed Everything
02:23 – From Hospitality to Grocery
05:36 – Embrace the Grind: 100 Cold Calls a Week
10:59 – Niche or Die
19:15 – $1M Producer Blueprint
30:18 – How to Stand Out Against Bigger Shops
39:10 – Build a Process They Can’t Replace
43:00 – Final Word to Young Producers
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
In this throwback episode, originally aired on January 4, 2023, Josh Gurley, Insurance Agency Owner at HM Advisors, redefines what it means to be an advisor.
Josh explains how truly understanding your clients’ risks and proactively servicing them sets top-tier advisors apart, turning your sales process into a relationship-building tool for long-term success.
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
HM Advisors: https://www.hm-advisors.com/
LAUNCH: https://getlaunch.io/
LinkedIn:
Elliot Bassett
Ryan Brott
Josh Gurley
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
In this throwback episode, originally aired on July 17, 2024, Brandon Schuh of Christensen Group challenges the traditional insurance model by asking: what if you ran your agency like a law firm?
Brandon unpacks how positioning yourself as a trusted advisor—not a quote machine—can transform client relationships, streamline your sales process, and unlock long-term growth.
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
Christensen Group Insurance: https://www.christensengroup.com
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
Brandon Schuh: https://www.linkedin.com/in/brandon-stephen-schuh
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
David Sliman, CEO of Sales Proformance Consulting, is back! We dive deep into the core principles that drive a highly effective sales presentation. David has worked with hundreds of sales team to teach them how to set themselves apart. He covers: setting the agenda up front, separating a sales presentation from a sales proposal, thinking of objections as building blocks (not road blocks), and avoiding the dreaded "email it to me" request at all costs.
Enjoy the episode!
Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
Sales Proformance Consulting: https://www.salesproformance.com
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
David Sliman: https://www.linkedin.com/in/davidslimansalespro
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
In this throwback episode, originally aired on September 1, 2022, Andrew Atkinson, Business Insurance Professional from INSURICA Southwest, joined the show to discuss the best ways to provide value to your clients, prospects, and your team.
Andrew brings a thorough and practical understanding of commercial insurance, with a specialization in Workers’ Compensation. He works with clients to help them improve their Experience Modifier (E-Mod) rating, lower their total cost of risk, and win contracts at the bidding table. Becoming a successful advisor is not easy, but Andrew has some tips to make things clear to those who need some fresh takes.
As a thought leader, Andrew has spoken at the Arizona Construction Industry Annual Conference, the One Hundred Year Birthday of Workers’ Compensation Summit in Wausau, Wisconsin, and eleven different trade associations in four different states.
This episode features special guest host Ben Woods.
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
INSURICA: https://insurica.com/
LAUNCH: https://getlaunch.io/
LinkedIn:
Elliot Bassett
Ryan Brott
Andrew Atkinson
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Let’s face it… tech is taking over! But sometimes, nothing beats the power of a face-to-face meeting.
In this throwback episode, originally aired on February 8, 2023, we sit down with Michael Bodack to explore how personal connection can be the ultimate sales differentiator.
Michael breaks down his proven approach to client relationships and reveals strategies to stay competitive in a digital-first world.
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett
Ryan Brott
Michael Bodack
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
How do you earn the right for a prospect's time? How do you set yourself apart from the agency down the street? And how are you being creative with your follow-up? David Sliman, CEO of Sales Proformance Consulting, has led sales teams across multiple industries, including insurance and risk management. He joins us today to discuss his four principles of selling – and it starts with speaking the language of your ideal client.
Enjoy the episode!
Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
Sales Proformance Consulting: https://www.salesproformance.com/sales-coaching
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
David Sliman: https://www.linkedin.com/in/davidslimansalespro
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
"I hate the word broker." Casey Schrader is more a fan of the word advisor. As Regional Sales Manager and Risk Advisor at Oswald Companies, he practices what he preaches. Brokering is about selling a product. Advice is about expanding how you think and how you serve your clients. Casey also dives into marketing and content creation, creating "warm calls" as opposed to cold calls, and driving value with your clients over sales.
Enjoy the episode!
Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
Oswald Companies: https://www.oswaldcompanies.com
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Casey Schrader: https://www.linkedin.com/in/casey-schrader-clcs-bb7a3229
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
We all want the best talent. Recruiting can be pain, but even beyond finding good people, developing them can be equally difficult. Brett Young, President & CEO at Erb and Young, is taking a unique approach to training and development: Erb and Young University. From weekly trainings to onboarding to its "Masterclass" series, finding a way to focus on helping your team learn and improve is vital to scalable success. Brett walks us through how they're using technology to scale their training processes, where they are seeing results, and the confidence it's built among the producers on the team.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
Erb and Young: https://www.erbandyounginsurance.com
LAUNCH: https://getlaunch.io
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Brett Young: https://www.linkedin.com/in/brettins
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Tim Leman, CEO at Gibson, joins the show today to talk through one of the biggest catalysts of growth at your insurance practice: Intentionality. How do you build your business to grow in the areas you most want to grow, in the locations you most want to hit, and with the beliefs you most want to instill in your team? From the corporate level all the way down to the individual producers, learn how to get everyone on the same page and pushing toward the same goal. Tim covers sales, recruiting, making connections, and, most importantly, building an intentional process.
Enjoy the episode!
Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
Gibson: https://www.thegibsonedge.com
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Tim Leman: https://www.linkedin.com/in/timleman
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
When you're building a book of business, you control your own destiny. If you hit a plateau, it's easy to blame the product or to blame the market, but often times, the problem is you. Today, Angus Nelson, Founder and Executive Coach at Evolve Leadership, joins the show to talk about creating lifetime value and taking control of your outcomes. He discusses innovation, mindset, seeking intentional coaching and more.
Enjoy the episode!
Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
Evolve Leadership: https://www.evolveleadership.org/business
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Angus Nelson: https://www.linkedin.com/in/angusnelson/?originalSubdomain=pt
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Micah Salas, Senior Vice President for Christensen Group Insurance, started inside of a large captive agency and moved into the independent world. He joins the show today to discuss the "business plan" you learn coming up in trenches vs. what independent agencies face. He dives into building your client profile and niche, finding the volume of prospects you need to succeed, avoiding paralysis by analysis, and creating quality opportunities.
Enjoy the episode!
Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
Christensen Group Insurance: https://www.christensengroup.com
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Micah Salas: https://www.linkedin.com/in/micahsalas
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
There is a difference between marketing and sales. And the sooner you create that distinction in your firm, the more scalable you'll become, according to Brett Young, CEO of Erb and Young. Brett joins us this week to talk about how his agency has built a brand in their market, grown within their niche and scaled with a repeatable process.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Erb and Young: https://www.erbandyounginsurance.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Brett Young: https://www.linkedin.com/in/brettins/
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Julie Richt, President and Founder at Lucid Insurance, has seen about every side of the insurance industry in her career. Her path led her to starting Lucid, an MGA focused solely on property insurance. Learn why she's taken such a unique approach to her company, how the industry is evolving, how specialized offerings like hers have become more valuable, and what to expect from the current property market.
Enjoy the episode!
Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
Lucid Insurance: https://lucidins.com
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Julie Richt: https://www.linkedin.com/in/jricht13
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Ryan Brott, Chief Growth Officer at Ellerbrock-Norris, joins Elliot this week to talk about the value an agency can bring to a clients. Your commission percentages aren’t going to change, so how can you change your service model to add value and add revenue? LAUNCH is a tool Ryan uses to expand his offering beyond insurance and encompass more risk management “impact areas.” Learn how you can do the same within your model.
Enjoy the episode!
Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Shawn Fitzgerald of Sound Harbor Insurance is in a similar place to the majority of Getting Past the Premium listeners. He's four years into owning his own insurance agency. He faces growing pains. He's grown his team. And he's overcome a few obstacles. Shawn and Elliot talk through the most important actions you can take as a business owner – from finding a mentor, investing in yourself, focusing on goal-setting, and understanding your audience.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
Sound Harbor Insurance: https://www.soundharborinsurance.com
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Shawn Fitzgerald: https://www.linkedin.com/in/shawnpfitzgerald
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
From brand awareness to sales activities to written revenue, what you measure and how you measure it will change. But the reason behind sales analytics doesn't change: You want to know how much it costs to bring in new clients, and what revenue those new clients will generate.
Ryan Brott, Chief Growth Officer at Ellerbrock-Norris, joins the show this week to break down how Ellerbrock-Norris is tracking its sales goals. At the end of the day, knowing how many top-of-funnel activities it takes to generate bottom-of-funnel revenue can be a game changer for your agency.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Acquisitions have become a major part of growth in our industry, but without strong organic growth, agencies aren't able to thrive. Harrison Brooks, Partner at Reagan Consulting, joins us today to discuss organic growth. We dive into where you should be investing your dollars in marketing and sales, how to compete with the national players, where there are opportunities and more.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
Reagan Consulting: https://www.reaganconsulting.com
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Harrison Brooks: https://www.linkedin.com/in/harrison-brooks-4a90aa17
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Growing an insurance agency can be done hundreds of different ways. The tools you use to enable your sales team can expedite that growth – if it's the right tool, if it's adopted correctly, and if it's serving a true purpose. Caleb Cramer joins GPP today to talk through sales enablement. It's not about which tools you use – it's about solving a problem or creating efficiency with the tool, no matter which tool it is.
And... (drumroll)... Caleb is joining us at LAUNCH to help independent agents everywhere effectively share their value proposition with clients and prospects.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
Indium: https://goindium.com
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Caleb Cramer: https://www.linkedin.com/in/caleb-cramer
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
What's your story as an agency? In the insurance and risk advisory world, many stories are the same – come to us for a free quote. That's not a story. Andy Bassett, CEO of Ellerbrock-Norris, joins the show to talk about his firm's story, and how their "Protect Your Purpose" tagline has resonated since they've rolled it out over a year ago. Whether it's appealing to clients or recruiting for you team – it starts with that brand story. Learn how to tap into what makes you unique by listening in.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
Andy Bassett: https://www.linkedin.com/in/andy-bassett-cpcu-cic-7711853
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Insurance sales for years was based on carrier availability and exclusivity. Today, it's much more nuanced – and providing value is the path to winning new business. Which brings us to the BOR – or Broker of Record. Nick Aube, Founder at Producer Systems, joins the show to discuss developing a BOR sales strategy – or a sales strategy based on educating clients, providing value to those clients, and getting out of the quote-and-pray model.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
Producer Systems: https://www.producer.systems
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
Nick Aube: https://www.linkedin.com/in/nick-aube
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
How do you set a new producer or insurance advisor up for success? From selecting a training program, developing internal processes to align the team, and understanding your target market, bringing on new agents or advisors can be difficult. It's a competitive market – and every independent agency is different. Colby Allen, a financial consultant and analyst, helps independent insurance agency owners understand the value of their agency. He joins us today to discuss which milestones your new producers should be hitting and how you can develop a plan to get them there.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Colby Allen: https://www.linkedin.com/in/colbytallen
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
What's the difference between running a law firm and an insurance agency? No, that's not the start of a joke – it's a mindset that you should be using as a risk advisor. When someone is hiring an attorney, they aren't quoting out 10 different ones, they are finding one that they trust.
Brandon Schuh, head of specialty insurance practice at Christensen Group, joins the show to discuss how you deliver service. Are you going to quote out hundreds of policies you won't win every year, or are you going to lock in a client before you ever approach a carrier? When you act as an advisor, your business changes, your client relationships change and your growth potential changes.
Learn more from Brandon today and better understand the makeup of your business model.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
Christensen Group Insurance: https://www.christensengroup.com
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
Brandon Schuh: https://www.linkedin.com/in/brandon-stephen-schuh
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
His LinkedIn profile reads "I keep peoples fingers on their hands."
When it comes to niching down, Cole Williams has carved his out expertly. As a Risk Advisor with Insurance Associates, Inc., Cole focuses his agency on meat and food processors in Nebraska. He understands how to build a target market, how to become an expert in that niche, and how to grow while operating in that niche.
Listen in to learn how you can carve out an expertise and build a network within it to ultimately scale your agency.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
Insurance Associates: https://insuranceassociates.biz
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
Cole Williams: https://www.linkedin.com/in/cole-williams-42b91423
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
“It takes the same amount of energy to sign a small client as it does to sign a large one."
Rob Jacomen, Co-Founder at Basecamp Insurance Growth Mastermind, joins us this week and drops some knowledge on what it takes to build a $1 million book of business. The first step: Get focused on your audience. This isn't a new idea by any means, but Rob dives deep. How do you pick your audience? How do you get introductions? How do you establish yourself as an expert?
We cover it all – so listen in.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
Basecamp Insurance Growth Mastermind: https://www.basecampinsurancegrowth.com
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
Rob Jacomen: https://www.linkedin.com/in/rob-jacomen
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Cyber liability coverage is a policy that every insurance agency needs to sell. But how are you handling it at your company? Is it a tack-on policy, or a true consultation? Daniel Metcalf, Co-founder and President at CyberFin, partners with agencies across the company to help small-to-medium-sized businesses find better coverage for their clients, while also taking a more holistic risk management approach. Listen in to learn how to give a white-glove service to your clients and prospects as it relates to cyber.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
CyberFin: https://cyberfin.net
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
Daniel Metcalf: https://www.linkedin.com/in/danielmetcalf
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Ryan Brott, Chief Growth Officer at Ellerbrock-Norris, joins Elliot this week to pull back the curtain on how Ellerbrock-Norris is growing and thriving. From client referrals to COIs to cold calling, learn how to develop proven processes and build strong relationships through their four primary lead-generation channels.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Brett Young, CEO of Erb and Young, joins us to discuss building relationships. A relationship becomes valuable to a client for two primary reasons: trust and access. So how do you build relationships, build your value prop and ultimately build your book of business? Start by building trust and providing access. But then you run into a problem: scale. How do you deliver on trust and access while still being able to scale your business? Listen in.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Erb and Young: https://www.erbandyounginsurance.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Brett Young: https://www.linkedin.com/in/brettins/
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Cyrus Jaffery, Founder and CEO of Jaffery Insurance, grew up in the captive agency model before breaking out to start his own agency. Cyrus joins Elliot this week to talk about what he learned in that captive environment that's created his approach to growth today. They cover "daily non-negotiables" and how they should directly tie to the growth of your agency – and how to ensure your team is living up to your standing of these daily needs. They also cover hiring, training, creating an excellent service model and more.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
Jaffery Insurance: https://jafferyinsurance.com
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
Cyrus Jaffery: https://www.linkedin.com/in/cyrus-jaffery-02840365
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Are you an advisor or a salesperson? Ellerbrock-Norris' Ryan Brott, Chief Growth Officer, joins Elliot Basset to discuss the difference between the two, the problem that plagues the insurance industry, how to transition to an advisory model, roadblocks along the way and more. Learn how you can step out of a "producer" role and focus on running a business rather than a book of business.
Enjoy the episode!
Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Scaling a business is all about understanding your ideal client. "It's called a book of business, not a book of sales," says Guffy Wright, National Sales Leader at The Mahoney Group. Guffy joined us to discuss how he's using a focus on people and treating his book of business as just that – a business. Learn how he's providing value to clients, defining his ideal client, scaling his business and finding success.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
The Mahoney Group: https://www.mahoneygroup.com
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
Guffy Wright: https://www.linkedin.com/in/guffy-wright-752679b
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
In an insurance industry that is so set on selling products, how do you focus on selling your advice and expertise? Mike Brown, founder of Unbreakable Wealth, joins us to discuss the value of being an expert and selling that expertise. He takes a wealth coach's viewpoint to advice, understanding how to ask the right questions and unlocking a client's inner wisdom to finding solutions. From flying jets in the Navy, founding and selling a company, coaching other founders and more, Mike is able to draw upon his experience and create content that appeals to his audience.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
Unbreakable Wealth: https://unbreakablewealth.com
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
Mike Brown: https://www.linkedin.com/in/mikebrownactual
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
There are hurdles that new producers in the insurance industry must overcome. Ryan Garzon, Partner at Keyes Coverage Insurance, joins us to discuss those hurdles – and how to get past a short-sighted mindset that holds back so many firms. Learn the benefits of splitting commissions, saying no to certain clients, focusing your time and energy in the right place and more.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
Keyes Coverage Insurance Services: https://keyescoverage.com
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
Ryan Garzon: https://www.linkedin.com/in/ryangarzon
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Where are we at in the AI journey in the insurance industry? Aaron Ammar, Co-Founder & CEO at Brightside AI, joins the show to discuss AI's adoption, the right vs. wrong debate, the rapid pace that AI is evolving, efficiencies in your agency, and more.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
Brightside AI: https://brightsideai.com
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
Aaron Ammar: https://www.linkedin.com/in/aaron-ammar-14a41022
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
How are agencies setting themselves apart from a growth perspective? Andy Mathisen, Regional Sales Director at FirstChoice, a MarshBerry Company, joins the show to discuss how insurance agencies are finding lead sources, investing back in their firms, tapping outside resources and more to beat their growth goals. Andy and Elliot dive into sales training and not only finding good talent, but training them to succeed.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
FirstChoice, a MarshBerry Company: https://www.marshberry.com/solutions/aggregation/about-firstchoice
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
Andy Mathisen: https://www.linkedin.com/in/andy-mathisen
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Talent acquisition is a game-changer for your company. But adding solid team members can be useless without proper training on your process, your ideology, or your sales model. Brett Young, CEO of Erb and Young, joins the show to talk through talent acquisition via networking, establishing culture within your team, and training new producers to adapt to your firm's target market.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Erb and Young: https://www.erbandyounginsurance.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Brett Young: https://www.linkedin.com/in/brettins/
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
There has been a shift in business owners. Generationally, today's owners are different: expectations, buying habits, communication preferences, pace of production, and plenty more. Mick Hunt, CEO at Premier Strategy Box, joins the show today and challenges you as an insurance agency to put yourself in the shoes of your audience. How do you need to shift your firm today to better fit with the modern buyer? How can you ask the right questions to understand that audience? Hear how Mick and his team have created the playbook around building these relationships.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
Premier Strategy Box: https://www.mystrategybox.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
Mick Hunt: https://www.linkedin.com/in/mickhunt/
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Let's talk all things COIs. What kind of relationships are building with your centers of influence? Do have three or four COIs giving you multiple leads each month? Or are you spreading yourself too thin, trying to work with dozens of industry-adjacent professionals to little or no avail? Ryan and Elliot talk through what makes for an effective COI, and how to build your relationship to the point that it's mutually beneficial.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Throughout his career, Kody Houk, Senior Advisor at Premier Strategy Box, has grown as an agent in a captive environment, launched and grown is own independent agency, and now spends his time consulting insurance agents and risk advisors around the country. Kody covers how to improve your overall sales effectiveness by being disciplined, having a servant heart, and getting truly focused on your niche.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
Premier Strategy Box: https://www.mystrategybox.com
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
Kody Houk: https://www.linkedin.com/in/kodyhouk
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
From coaching Fortune 500 CEOs, Ryder Cup teams, four-star generals, more than 400 CEOs and even a President of the United States, Randall Stutman, PhD, has learned some of the commonalities and differences among some of the greatest leaders in the world.
Randall joins us today to talk about how he's grown his company, Admired Leadership, while staying "kind of a ghost" and thriving on relationships. From a risk management sales perspective, Randall dives into the conversations we have, how they lead to effective relationships, and the behaviors all great leaders have in common.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
Admired Leadership: https://admiredleadership.com
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
Admired Leadership: https://www.linkedin.com/company/admired-leadership
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
How do you evaluate the health of your agency? Carey Wallace, Founder of AgencyFocus and noted speaker, joins us to talk about how to maximize your business – from selecting your carriers to honing in your book of business, evaluating your producers, diversifying your revenue and more. Learn what makes a healthy insurance agency from important metrics to stable growth.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
AgencyFocus: https://agency-focus.com
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
Carey Wallace: https://www.linkedin.com/in/carey-wallace-393a8620
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Where do you begin when marketing your insurance agency? With limited time, budgets and expertise, it can be hard to stand out among the competition. This week, Cameron Carlow, Chief Marketing Officer at Ellerbrock-Norris, joins the show to talk through the essentials for a growing agency, from brand awareness to lead generation and closing the sale.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
Cameron Carlow: https://www.linkedin.com/in/ccarlow
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Brett Young, CEO of Erb and Young, joins us for another crossover episode. This time, we're covering the baseline skills you need to develop ask you're growing your book of business. Where do you start? What is your focus – or, more importantly, what are you NOT going to do. From overcoming capacity issues to marketing yourself, we cover how we've taught risk advisors to grow and thrive.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
Erb and Young: https://www.erbandyounginsurance.com
LAUNCH: https://getlaunch.io
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
Brett Young: https://www.linkedin.com/in/brettins
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Nate Sannes, a Partner and Advisor at InCite Performance Group, joins the show to talk about successfully leading a sales team. When you're bringing on new risk advisors or insurance agents, how long does it take to train them? How are you measuring success? How are you setting them up for that success? Nate and Elliot dive into all this and more – all surrounding driving the outcomes you want at your firm.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
InCite Performance Group: https://incitepg.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
Nate Sannes: https://www.linkedin.com/in/natesannes/
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
What intentionality are you bringing to your firm from a cultural perspective? Often culture is tied to office fun, hiring practices, and benefits offerings. But Chris Cline, Executive Director of Agents Council for Technology with Big I, walks through how technology plays a huge role in the experience you create – and the culture that develops at your company.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
Agents Council for Technology with Big I: https://www.independentagent.com/act
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
Chris Cline: https://www.linkedin.com/in/chris-cline-0195121b
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
In the first episode of our sales process series, Ryan Brott, Chief Growth Officer at Ellerbrock-Norris, joins Elliot to discuss the importance of your process – from value prop to target market and beyond. From there, how do you get tactical and ask the right questions? You want to avoid ending up in the dreaded "insurance box" – where you're viewed as a one-trick pony who can't add value other than price quoting.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
LAUNCH: https://getlaunch.io
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
It's the time of year to get intentional. Strategic planning can be exciting – but it doesn't always mean being the "smartest" or the "first" in your niche. Strategic planning is about being intentional with your vision and anticipating what could throw you off of that vision. Learn what Brett Young at Erb and Young is doing to set their firm up for success in 2024.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Erb and Young: https://www.erbandyounginsurance.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Brett Young: https://www.linkedin.com/in/brettins/
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Shift your agency's value proposition away from the carrier (price quoting) and onto your firm (broker of record). Nick Aube, Founder of Producer Systems, walks through the importance of taking control of your own destiny and selling yourself vs. selling on price. It not only helps your company, but your clients, too.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Producer Systems: https://www.producer.systems
LAUNCH: https://getlaunch.io
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
Nick Aube: https://www.linkedin.com/in/nick-aube
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Two of the biggest agency consultants in the industry, Mick Hunt, CEO at Premier Strategy Box, and Larry Linne, CEO at InCite Performance Group, join us for a special edition of Getting Past the Premium. The duo covers what it takes to be committed to growth, solving the right problem for your clients, building the future you want and more.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
InCite Performace Group: https://incitepg.com/
Premier Strategy Box: https://www.mystrategybox.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Mick Hunt: https://www.linkedin.com/in/mystrategybox/
Larry Linne: https://www.linkedin.com/in/larrylinne/
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Insurance agencies know they need to modernize and adopt technology. But that brings in a new set of challenges. Sydney Roe, Director of Agency Marketing at Vertafore, dives into the importance of connection among your tech stack – connection to your team, your other tech, your clients and more.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com
Vertafore: https://www.vertafore.com
LAUNCH: https://getlaunch.io
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a
Sydney Roe: https://www.linkedin.com/in/sydney-roe-32b927bb
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
How do you go from sales to consulting? What's the difference? Chase Courtney, a "recovering CPA" and the Director of Technology Sales at Imperial PFS, joins us to discuss how to apply your foundation of knowledge to help sell a particular product.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
IPFS: https://www.ipfs.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Chase Courtney: https://www.linkedin.com/in/chase-courtney-cpa-5a0a2276/
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Reid Holzworth, CEO of IVANS Insurance Solutions, has been an instrumental player in the insurtech space, from building one of the premier agency management systems to now leading IVANS. He joins Elliot Bassett and Ryan Brott to talk connectivity. How do you better connect your technology? How does that better connect you to carriers? To clients? To your service team?
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
IVANS: http://www.ivansinsurance.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Reid Holzworth: https://www.linkedin.com/in/reidholzworth
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Find what works, and do more of that. Find what doesn't work, and stop doing that. In many cases, operating an insurance agency can be that simple. Ryan Hanley, Founder and President at Rogue Risk and the creator of the Finding Peak Podcast, joins the show to discuss success, personal growth, and setting aside blinders that could be holding your agency back.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Rogue Risk: https://www.roguerisk.com/
Finding Peak: https://ryanhanley.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Ryan Hanley: https://www.linkedin.com/in/ryanhanley/
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Sean Brooks, Divisional Manager at Buckingham Strategic Partners, joins hosts Elliot Bassett and Ryan Brott to discuss how to go from a transactional-based business model to an agency based around client experience. An experience is something you see or feel – where service is just background work.
Listen in to learn how to showcase your value and reduce friction for your clients.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Buckingham Strategic Partners: https://buckinghamstrategicpartners.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Sean Brooks: https://www.linkedin.com/in/sean-brooks-aif%C2%AE-76482621/
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
How do you light a fire and empower your team? Brett Young joins Elliot Bassett to share how their Leadership Summit is driving their team forward. Internal events cost time, money, planning and the ROI is apparent right away. But regular events for your teams are about belief. You're inspiring your team, bringing transparency and, more than anything, helping your team believe in your mission.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Erb and Young: https://www.erbandyounginsurance.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Brett Young: https://www.linkedin.com/in/brettins/
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Private equity doesn't always win outright, but it almost never loses. As the independent insurance model continues to face consolidation, how do you compete? Andrew Wynn, Co-Founder at Ascend, joins the show to dive into how you can build an efficient agency model by automating tasks and focusing on relationships.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Ascend: https://www.useascend.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Andrew Wynn: https://www.linkedin.com/in/wynnandrewj/
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
“Repetitive tasks aren't profitable tasks.” CJ Hutsenpiller of Hutsenpiller Insurance joins the show to talk about an industry filled with repetition.
You can't always eliminate repetitive tasks, but you can control them through process, automation and a solid game plan for profitability.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Hutsenpiller Insurance: https://www.hutins.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
CJ Hutsenpiller: https://www.linkedin.com/in/cjhutsenpiller/
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
User experience is vital to any agency, especially in the independent space. But what happens when you're serving multiple users? Who takes priority? Peter Teresi, Co-Founder and CEO at Certificial, joins the show to walk through how Certificial is connecting the end client's experience to your agents and your service team.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Certificial: https://www.certificial.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Peter Teresi: https://www.linkedin.com/in/pete/
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
What is robotic process automation and how can you use RPA to eliminate repetitive tasks at your agency? Bharath Bangalore, founder at Blue Ocean Strategic Partners, is focused on helping the insurance industry save time, money and unnecessary headaches.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Blue Ocean Strategic Partners: https://blueoceansp.ai/
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Bharath Bangalore: https://www.linkedin.com/in/bharathrbangalore/
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Our industry is not short on ideas. But implementation is a completely different mindset. Larry Linne, CEO of InCite Performance Group, joins us this week to talk about how to properly execute your strategy as an insurance agent. Execution requires discipline, and partial execution leads to partial results.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
InCite Performance Group: https://incitepg.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Larry Linne: https://www.linkedin.com/in/larrylinne/
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Process – it's the key cog in your revenue engine. Kylie Hubbard, Director of Innovation at INSURICA, joins the show to discuss how strong processes are the foundation of everything – your tech stack, your service team, and even your client engagement.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
INSURICA: https://insurica.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Kylie Hubbard: https://www.linkedin.com/in/kylie-hubbard-a766b6159/
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
On this episode, Joe McIlhon, founder and CEO of Insurate, joins us to discuss the insurance tech industry and how risk advisory firms are shifting to a new way of thinking.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Insurate: https://www.insurate.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/Joe McIlhon: https://www.linkedin.com/in/joe-mcilhon-113a1615
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
We bring together Brett Young and Elliot Bassett on a crossover episode of the GPP and Be Extraordinary shows. We dive into how to be INSPIRING in your business, get people to follow you and CRUSH your goals. This was a fun one.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Erb and Young: https://www.erbandyounginsurance.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Brett Young: https://www.linkedin.com/in/brettins/
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
The pandemic changed everything when it comes to marketing and lead generation and the genie is not going back in the bottle.
Join us as we talk to Andy Neary with Complete Game Consulting about what you can do to stand out to your prospect and get more opportunities in the door.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Complete Game Consulting: https://andyneary.com/complete-game-consulting/
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Andy Neary: https://www.linkedin.com/in/andyneary/
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Ellerbrock-Norris CEO Andy Bassett joins Elliot for a discussion on ChatGPT, AI, and the state of the insurance marketplace. How can firms implement AI at their firms? Will it replace client relationships – or enhance them? We dive into these questions and more.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Andy Bassett: https://www.linkedin.com/in/andy-bassett-cpcu-cic-7711853/
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Everyone has been talking about how AI and ChatGPT are going to take all of our jobs. Is that true? How can you use these tools to stay ahead of the game and your competition?
We get tactical on many of the ways we see this tech impacting our industry and how you can use it to become more efficient, more productive, and provide more value to your clients!
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
How are you building your Agency's Tech Stack? Chris Senkbile with Project Ferro lives in the Insurtech space and gives us some great insight into how to consider building your Tech Stack and some great options to consider!
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Project Ferro: https://www.projectferro.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Chris Senkbile: https://www.linkedin.com/in/chris-senkbile-06926240/
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Too many Agency Owners are building an Insurance AGENCY and not building a BUSINESS. Brett Young and Erb and Young are bucking that trend and building a Personal Development company that just happens to sell insurance. We have a fantastic conversation about what they are doing to Build a Business.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Erb and Young: https://www.erbandyounginsurance.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Brett Young: https://www.linkedin.com/in/brettins
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Make things EASY on your clients! Chris Peabody and Ascend are rethinking payments and making it EASY on your clients to make their payments. We go deep on the best ways to create efficiency with Insurtech and how to implement and evaluate new systems you are looking to implement.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Ascend: https://www.useascend.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Chris Peabody: https://www.linkedin.com/in/chris-peabody-9b686541/
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Let's face it... tech is taking over! But sometimes, a face-to-face meeting is what it takes to truly set you apart from your competition.
Michael Bodack, President of York International, joined us today to talk about his sales process and how an in-person meeting can be the determining factor for clients. Learn some of Michael's tips for a successful client relationship and the strategies York has implemented over the years.
Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
York International: https://www.yorkintl.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett
Ryan Brott
Michael Bodack
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
David Clausen, CEO at Coastal Insurance Solutions, joined the Optimal Tech Stack Series today to discuss how he established his company's digital footprint and how it's helped them grow.
How can you drive the right digital traffic to your website? David has some great tips on content creation, agency management software and more in today's episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Coastal Insurance Solutions: https://coastalinsurancesolution.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett
Ryan Brott
David Clausen
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Welcome to our new Optimal Tech Stack Series! We're excited to talk with some of the most forward-thinking people in the industry and get their insight on all things technology.
Today, we welcomed back Ryan Deeds, who is at the forefront of insurance technology with his company, Ennabl. Ryan is passionate about technology and uses it to help empower advisors just like you.
What problems are you currently facing in your business? Have you evaluated options for adding pieces to your tech stack in order to better serve clients and maximize your time?
Tune in today to this engaging series and learn about some of the new tech that can help take your company to the moon!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Ennabl: https://www.ennabl.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett
Ryan Brott
Ryan Deeds
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Stephen Turnbull, President of T5 Insurance Services, joined the show today to discuss how he took the leap and started T5 from scratch. Building his new client base has been a combination of relationship building, marketing, and quality service.
T5's mission is to Understand, Educate, and Protect. Stephen gives us some insight into that process and what his first year in business brought him.
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
T5 Insurance Services: https://t5insurance.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett
Ryan Brott
Stephen Turnbull
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
What is ChatGPT?
OpenAI has trained a model called ChatGPT which interacts in a conversational way. The dialogue format makes it possible for ChatGPT to answer followup questions, admit its mistakes, challenge incorrect premises, and reject inappropriate requests. ChatGPT is a sibling model to InstructGPT, which is trained to follow an instruction in a prompt and provide a detailed response.
This is a powerful tool that you and your team can use to maximize your time.
Happy chatting!
Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Ennabl: https://www.ennabl.com/
ChatGPT: https://openai.com/blog/chatgpt/
LAUNCH: https://getlaunch.io/
LinkedIn:Elliot Bassett
Ryan Brott
Ryan Deeds
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Josh Gurley, Insurance Agency Owner at HM Advisors, joined the Sales Process Series today to talk through changing the way you view your sales process. Being an advisor is not simply knowing insurance. It's a deeper understanding of your client and the risk associated with their business.
At the end of the day, what separates one advisor from another, is their ability to proactively service their clients, and their knowledge of the insurance industry, risk management, products, and different situations that may present themselves to their clients.
Your sales process is just the beginning.
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
HM Advisors: https://www.hm-advisors.com/
LAUNCH: https://getlaunch.io/
LinkedIn:
Elliot Bassett
Ryan Brott
Josh Gurley
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Dawnyel Smink, President of Canyon Lands Insurance/CLI Select Agencies, joined the Sales Process Series to discuss becoming a trusted advisor with your clients. Becoming a trusted advisor means being a true extension of your client’s team. When they have a problem that needs a solution, you are the first person to come to mind.
Dawnyel challenges her clients to focus on what matters most—how to protect their families, their businesses and their assets from the unexpected. As a former elementary school teacher, Dawnyel has always been passionate about education. And now she uses that passion to educate clients about the impact insurance can have on them.
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
CLI Select Agencies: https://www.canyonlandsinsurance.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett
Ryan Brott
Dawnyel Smink
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Andrew Atkinson, Business Insurance Professional from INSURICA Southwest, joined the Sales Process Series to discuss how he differentiates himself from others in the industry.
Andrew uses unique marketing strategies, seminars, knowledge of the insurance industry, and his outgoing personality to truly connect with his clients.
Enjoy the episode!
Link to Andrews previous episode: https://www.buzzsprout.com/1509511/11242986?t=0
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
INSURICA: https://insurica.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett
Ryan Brott
Andrew Atkinson
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
James Jenkins, Founder & CEO at RiskWell & Host at the Agency Freedom Podcast, joined the Sales Process Series to talk through attracting and retaining the right clients. During his sales process, James discovers all the cool things his clients do to ensure their partnership is built on a solid foundation.
One of James' core beliefs is that a solid risk management and insurance program is the foundation of every strong business and every financially successful family. Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
RiskWell: https://www.riskwell.com/
LAUNCH: https://getlaunch.io/
LinkedIn:
Elliot Bassett
Ryan Brott
James Jenkins
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Mick Hunt, Chief Executive Officer at Premier Strategy Box, joined GPP today to talk analytics and strategies to grow your revenue like never before. For Mick, revolutionizing his company's processes was as much about effective KPIs and top-tier RevOps processes as it was about technical know-how. Learn some of Mick's strategies in today's episode!
More about Premier Strategy Box:
Premier Strategy Box is a RevOps and SalesOps-focused consulting firm committed to supercharging your company's revenue potential through cutting-edge alignment strategies that offer nothing but extraordinary growth.
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Premier Strategy Box: https://www.mystrategybox.com/
LAUNCH: https://getlaunch.io/
LinkedIn:
Elliot Bassett
Ryan Brott
Mick Hunt
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Ciara Gravier, Founder & CEO of The Bunker Insurance & Risk Management, joined the Sales Process Series to talk through her brand and how she got to this point in her career. In order to stand out in today's internet culture, Ciara gets creative with her branding and incorporates it into her sales process.
Bunker Your Risk and tune in to hear some of Ciara's creative strategies.
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
The Bunker Insurance & Risk Management: https://www.bunkeryourrisk.com/
LAUNCH: https://getlaunch.io/
LinkedIn:
Elliot Bassett
Ryan Brott
Ciara Gravier
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Meg McKeen, Founder & Consultant at Adjunct Advisors, LLC, and Host of the Bound & Determined podcast, joined the show today!
As the principal consultant at Adjunct Advisors, LLC, Meg helps individuals and organizations to know, communicate, and honor their value. Her goal with Adjunct Advisors is to do more to support the individuals that choose a career in the insurance industry.
At the intersection of personal and professional development, insurance salespeople may struggle to define their unique value and a clear path for their ideal clients to find them. Meg is here to change the mindset and use her passion to change the industry for the better.
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Adjunct Advisors: https://www.adjunctadvisors.com/
LAUNCH: https://getlaunch.io/
LinkedIn:
Elliot Bassett
Ryan Brott
Meg McKeen
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
Welcome to our brand new Sales Process Series, where we interview top producers in the insurance industry and give you strategies to more than DOUBLE your new business revenue! Today, we welcome Casey Schrader, Risk Management Advisor at Oswald Companies.
Along with a structured framework, Casey provides education and tools that help his clients succeed. Tune in for his strategies and more!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Oswald Companies: https://www.oswaldcompanies.com/
LAUNCH: https://getlaunch.io/
LinkedIn:
Elliot Bassett
Ryan Brott
Casey Schrader
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access The Full-Revenue Potential In Your Existing Book Of Business. See Opportunities Other Agencies Can’t. Offer More Value. Gain a Competitive Advantage In A Commoditized Market.
Visit https://getlaunch.io/ to learn more.
Jelani Fenton, Founder & CEO at Safari, joined the show to discuss building the next generation of talented Insurance Advisors and mentoring young folks who are eager to start their journey. His company, Safari, is on a mission to create career and economic advancement opportunities for a diverse pool of job seekers and to develop a high-performing, diverse workforce for the insurance industry.
Learn some tips to attract and retain quality people from one of the best in the industry and enjoy the episode! Leave a comment and subscribe for more.
More about Safari:
Safari's mission is to create better career and economic journeys for job seekers. Our name was inspired by the Swahili word "Safari," which means "journey." We believe in the value of constant growth and we want to be the tour guide that leads candidates of all backgrounds, educational and skill levels to fulfilling, high-skill careers.
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Safari: https://www.insuresafari.com/
LAUNCH: https://getlaunch.io/
LinkedIn:
Elliot Bassett
Ryan Brott
Jelani Fenton
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.
Visit https://getlaunch.io/ to learn more.
InsurTech is a booming industry that is rapidly growing and helping Risk Advisors accelerate into the future. John Jackovin, Executive Director at BrokerTech Ventures, joined the show to talk all things insurtech. John has worked tirelessly to bend the innovation curve and bring value to Advisors all over the country.
As he says, "I like building things that a lot of people think about, but most people don't act upon."
Enjoy the episode!
About BrokerTech Ventures:
Our BrokerTech Ventures Accelerator brings broker-centric insurtech startups together with seed-funding, but more importantly direct access to brokers, wholesalers, and carriers. Additionally, we bring opportunity for distribution, stakeholder engagement and access to additional capital. Our BTV Accelerator fosters a culture of innovation and entrepreneurship within the broker-centric insurtech space, all supported and amplified through our BTV Media & Communications Tower.
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
BrokerTech Ventures: https://www.brokertechventures.com/
LAUNCH: https://getlaunch.io/
LinkedIn:
Elliot Bassett
Ryan Brott
John Jackovin
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access The Full-Revenue Potential In Your Existing Book Of Business. See Opportunities Other Agencies Can’t. Offer More Value. Gain a Competitive Advantage In A Commoditized Market.
Visit https://getlaunch.io/ to learn more.
Automating your data is the way of the future. Jamie Peers, VP of Business Development and Partnerships at Synatic, joined the show from Johannesburg, South Africa to talk about unleashing the potential of your business by leveraging and examining data. Grow your business with data and learn from one of the best in today's episode!
About Synatic:
Synatic seeks to help drive innovation and enhance your system integration and automation experience with our Nimble, Simple and Powerful Hybrid Integration Platform (HIP).
We aim to reshape how you connect all your data sources and help you get the Right data, to the Right person, at the Right time..
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Synatic: https://www.synatic.com/
LAUNCH: https://getlaunch.io/
LinkedIn:
Elliot Bassett
Ryan Brott
Jamie Peers
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access The Full-Revenue Potential In Your Existing Book Of Business. See Opportunities Other Agencies Can’t. Offer More Value. Gain a Competitive Advantage In A Commoditized Market.
Visit https://getlaunch.io/ to learn more.
We're excited to have Kylie Hubbard back on the show! Kylie is the Director of Data and Lead Resources at INSURICA, where she dives into all things technology and insurance. Leveraging tech and data is a perfect way to grow in your role, and ensure you are at the top of your game when working alongside businesses to help them succeed.
This philosophy coincides with building your culture within your organization. Without that culture, growth isn't possible. Enjoy the episode!
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
INSURICA: https://insurica.com/
LAUNCH: https://getlaunch.io/
LinkedIn:
Elliot Bassett
Ryan Brott
Kylie Hubbard
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access The Full-Revenue Potential In Your Existing Book Of Business. See Opportunities Other Agencies Can’t. Offer More Value. Gain a Competitive Advantage In A Commoditized Market.
Visit https://getlaunch.io/ to learn more.
Dean Hildebrandt, President at Assurex Global, joined GPP today to share his knowledge on building unique relationships and using data to effectively drive success. As a Risk Advisor, it's imperative to go into each day with an entrepreneurial mindset. Being bold, innovative and strategic can help you become more than just an insurance salesperson. The goal is to remain independent and be a true Risk Advisor to your clients.
About Assurex:
Founded in 1954, Assurex Global is an exclusive Partnership of the most prominent independent agents and brokers in the world. With $30 billion in annual premium volume and more than 600 Partner offices, Assurex Global is the world’s largest privately held commercial insurance, risk management, and employee benefits brokerage group.
Assurex Global’s combination of local expertise and global reach helps you navigate the changing insurance landscape with confidence.
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Assurex: https://www.assurexglobal.com/
LAUNCH: https://getlaunch.io/
YouTube: https://youtu.be/XIj79j3SpsY
LinkedIn:
Elliot Bassett
Ryan Brott
Dean Hildebrandt
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access The Full-Revenue Potential In Your Existing Book Of Business. See Opportunities Other Agencies Can’t. Offer More Value. Gain a Competitive Advantage In A Commoditized Market.
Visit https://getlaunch.io/ to learn more.
Welcome to GPP After Hours, where Elliot and Ryan meet at the bar to revisit episodes of Getting Past the Premium and provide their top takeaways that can help your business thrive.
Tonight, they looked back at S2E26 featuring Andrew Atkinson.
Check out the full episode here:
https://www.buzzsprout.com/1509511/11242986?t=0
YouTube:
https://youtu.be/uL6A72Wp1Nw
Andrew has found success building his personal brand within the work comp space. How can you do the same within your niche? Find out today!
Learn more about our sponsor, LAUNCH.
https://getlaunch.io/
Peter MacDonald, Co-founder & CEO at Wunderite, joined the show today to discuss the 4/3/5 method and how to utilize it as an advisor to your clients. But what exactly is the 4/3/5 method?
With markets rising and the thought of recession lingering, being a proactive advisor is as crucial as ever. How can you bring value and gain trust? Find out today!
About Wunderite:
We are insurance agents and business owners at our roots.
Some of us have been in insurance over a decade. We are all on a mission to build the best software for independent insurance agencies.
Co-founders Peter and Joe met on the first day of their MBA program at Boston College. Peter came from a family insurance agency, where he sold insurance. Joe came from a family business where he bought insurance. They knew there had to be a better way, and began to iterate.
Following graduation, they started working full time on their mission to bring the Wunder back to insurance.
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Wunderite: https://wunderite.com/
LAUNCH: https://getlaunch.io/
LinkedIn:
Elliot Bassett
Ryan Brott
Peter MacDonald
YouTube:
https://youtu.be/BquDofviWOw
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access The Full-Revenue Potential In Your Existing Book Of Business. See Opportunities Other Agencies Can’t. Offer More Value. Gain a Competitive Advantage In A Commoditized Market.
Visit https://getlaunch.io/ to learn more.
Andrew Atkinson, Business Insurance Professional from INSURICA Southwest, joined the show today to discuss the best ways to provide value to your clients, prospects, and your team.
Andrew brings a thorough and practical understanding of commercial insurance, with a specialization in Workers’ Compensation. He works with clients to help them improve their Experience Modifier (E-Mod) rating, lower their total cost of risk, and win contracts at the bidding table. Becoming a successful advisor is not easy, but Andrew has some tips to make things clear to those who need some fresh takes.
As a thought leader, Andrew has spoken at the Arizona Construction Industry Annual Conference, the One Hundred Year Birthday of Workers’ Compensation Summit in Wausau, Wisconsin, and eleven different trade associations in four different states.
Today's special guest host is Ben Woods. Enjoy the show!
Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
INSURICA: https://insurica.com/
LAUNCH: https://getlaunch.io/
LinkedIn:Elliot Bassett
Ryan Brott
Andrew Atkinson
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access The Full-Revenue Potential In Your Existing Book Of Business. See Opportunities Other Agencies Can’t. Offer More Value. Gain a Competitive Advantage In A Commoditized Market.
Visit https://getlaunch.io/ to learn more.
Lisa Brodersen, aka Lisa the Loan Lady with Guild Mortgage, joined the show today to discuss building the right team to enhance your client's experience. Having a cohesive team will also allow your business to flourish and grow. Once your team is established, you can begin to provide quality education that will build a foundation of trust and longevity.
Enjoy the episode!
More About Lisa:
Lisa is a licensed residential mortgage originator in Nebraska and Iowa. Her passion for serving other comes from a background in the Military. She joined the Army Reserves right after 9/11 as a transportation coordinator. She was mobilized to active duty from 2002-2003. She then served the remainder of her 6 year term with a specialty in transportation and human resources.
When she takes a break from making homeownership dreams a reality, she spends time with her family, dotes over her Red Heeler dog, Ginger, and is involved with the Women’s Council of Realtors.
She is a certified Nebraska Finance Authority Loan Officer Specialist and in 2017 she was recognized by the Nebraska Mortgage Association as a member of the 2017 Champions Circle. Her passion is helping others achieve their dreams and goals. Being a trusted mortgage expert is privilege and nothing makes her happier than providing valuable financial options to clients. She is supported by Guild Mortgage, a company with 60 years of experience providing home loans with many options to fit any stage of life.
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Guild Mortgage: https://www.guildmortgage.com/
LAUNCH: https://getlaunch.io/
LinkedIn:
Elliot Bassett
Ryan Brott
Lisa Brodersen
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access The Full-Revenue Potential In Your Existing Book Of Business. See Opportunities Other Agencies Can’t. Offer More Value. Gain a Competitive Advantage In A Commoditized Market.
Visit https://getlaunch.io/ to learn more.
Chris Senkbile, VP at UNICO and Founder at Ferro, joined the podcast to discuss empowering risk advisors and clients with technology. What tech stack might work best for you and your agency? How can you decide when to utilize technology in your sales process? It's an exciting time to be a risk advisor. Tune in to today's episode to gain some insight from one of the best in the industry!
About UNICO:
UNICO Group is a client-focused insurance and financial services provider headquartered in Lincoln, Nebraska. We offer a consultative and relational approach to our customized solutions for clients all around the nation.
As an ESOP organization, every one of our team members is a part owner and gets to celebrate our companies’ biggest successes as their own. We take pride in our vibrant culture that is contributed by each of our team members living out a shared set of core values. From professionalism and trust to team players and positivity, our crew meets these values daily to create our family-like environment.
About Project Ferro:
Ferro’s founder has served buyers in an advisory role within the insurance industry for over six years. During that time, deep insight was gained into the traditional provider/advisor distribution model and the flaws inherent with that process. The genesis of Ferro came from the realization that a fragmented provider marketplace coupled with an equally fragmented advisor distribution model could never offer a fully integrated solution to insurance buyers. Ferro’s intense focus on the buyer separates us from the rest of the market and has allowed us to curate a buyer-centric solution. This approach has the power to disrupt the insurance industry from top to bottom and bring the focus back to the buyer.
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
UNICO: https://unicogroup.com/
Project Ferro: https://www.projectferro.com/
LAUNCH: https://getlaunch.io/
LinkedIn:
Elliot Bassett
Ryan Brott
Chris Senkbile
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access The Full-Revenue Potential In Your Existing Book Of Business. See Opportunities Other Agencies Can’t. Offer More Value. Gain a Competitive Advantage In A Commoditized Market.
Visit https://getlaunch.io/ to learn more.
Kylie Hubbard, Director of Data and Lead Resources at INSURICA, joined the show today to shine a bright light on the world of insurtech and the many advantages it has for your business. As an independent agency or broker, it's imperative to utilize advancements in technology to provide the best quality of service to your clients and prospects. You won't want to miss this episode!
About INSURICA:
Placing over $1 billion in annual premiums for our clients, INSURICA is among the 40 largest insurance brokers in the United States and is currently the 24th largest privately-held independent agency in the country.
INSURICA employs more than 600 colleagues in 33 offices located throughout Oklahoma, Alabama, Arizona, Arkansas, California, Colorado, Florida, Mississippi and Texas. We are constantly looking to expand our network with partners who bring additional value and expertise to the enterprise and our clients.
Our focus on finding quality and experienced partners, coupled with the resources of Assurex Global positions INSURICA as one of the preeminent insurance brokerages in the country and further emphasizes our customer pledge that we “Specialize in You.”
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
INSURICA: https://insurica.com/
LAUNCH: https://getlaunch.io/
LinkedIn:
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Kylie Hubbard: https://www.linkedin.com/in/kylie-hubbard-a766b6159/
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access The Full-Revenue Potential In Your Existing Book Of Business. See Opportunities Other Agencies Can’t. Offer More Value. Gain a Competitive Advantage In A Commoditized Market.
Visit https://getlaunch.io/ to learn more.
Dan Allison and Jeff Herdzina stopped by the show today to discuss enhancing your value proposition as an advisor. Dan is the President of Brokers Clearing House and Jeff is the President of ExitBig. Thus, their insight on growing via relationships and knowledge is vast. If your goal is to become a better advisor to your clients, look no further than this episode!
About Brokers Clearing House:Brokers Clearing House is the premier Brokerage General Agency in the Midwest. As a trusted advisor working with our firm, you are able to take full advantage of everything we have to offer - from our expertise in life insurance, long-term care, disability and annuities to our strong relationships with the country's leading carriers. Our resources enable you to make the best recommendations possible to your clients and to do so with confidence.
About ExitBig:ExitBig is a Midwest boutique mergers and acquisitions firm focused primarily on businesses averaging $1M+ in EBITDA. Our mission is to deliver an exceptional experience to every one of our clients as they navigate one of the most critical transactions a business owner will encounter: a business exit.
Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Brokers Clearing House: https://www.bchlife.com/
ExitBig: https://exitbig.com/
LAUNCH: https://getlaunch.io/
LinkedIn:Elliot Bassett
Ryan Brott
Dan Allison
Jeff Herdzina
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access The Full-Revenue Potential In Your Existing Book Of Business. See Opportunities Other Agencies Can’t. Offer More Value. Gain a Competitive Advantage In A Commoditized Market.
Visit https://getlaunch.io/ to learn more.
Welcome to GPP After Hours, where Elliot and Ryan meet at the bar to revisit episodes of Getting Past the Premium and provide their top takeaways that can help your business thrive.
Tonight, they looked back at S2E16 featuring Chris Beall.
Check out the full episode here:
YouTube:
https://youtu.be/pvxmOFKdq0c
Podcast:
https://www.buzzsprout.com/1509511/10765144?t=0
Trust is the most important aspect of building a relationship. How do we gain trust in the first 7 seconds during a conversation? Find out today!
Learn more about our sponsor, LAUNCH.
https://getlaunch.io/
Peter MacDonald, Co-founder & CEO at Wunderite, joined the show today to discuss his time as an insurance agent and how that led him to create software to help others like him become successful. Over the years, he has learned tips, tricks and methods that have helped him become a trusted advisor to his clients. He took that knowledge and used it to begin automating insurance applications for independent agents and their clients. Take some of Peter's success stories and utilize them in your own universe! Enjoy today's episode.
About Wunderite:
We are insurance agents and business owners at our roots.
Some of us have been in insurance over a decade. We are all on a mission to build the best software for independent insurance agencies.
Co-founders Peter and Joe met on the first day of their MBA program at Boston College. Peter came from a family insurance agency, where he sold insurance. Joe came from a family business where he bought insurance. They knew there had to be a better way, and began to iterate.
Following graduation, they started working full time on their mission to bring the Wunder back to insurance.
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Wunderite: https://wunderite.com/
LAUNCH: https://getlaunch.io/
LinkedIn:
Elliot Bassett
Ryan Brott
Peter MacDonald
This episode is sponsored by LAUNCH.
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.
Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Access The Full-Revenue Potential In Your Existing Book Of Business. See Opportunities Other Agencies Can’t. Offer More Value. Gain a Competitive Advantage In A Commoditized Market.
Visit https://getlaunch.io/ to learn more.
Welcome to GPP After Hours, where Elliot and Ryan meet at the bar to revisit episodes of Getting Past the Premium and provide their top takeaways that can help your business thrive.
Tonight, they looked back at S2E17 featuring Andy Mathisen.
Check out the full episode here:
https://www.buzzsprout.com/1509511/10798023?t=0
How can we get more referrals from COIs?
Learn more about our sponsor, LAUNCH.
https://getlaunch.io/
Todd Thams, Founder of Mod Advisor, Direct Work Comp and President of Thams Agency, joined the show today to talk through the innovation and development of Mod Advisor. As a trusted advisor, it's our job to be the hero for our clients. Most businesses are overpaying for workers compensation and the data that is used to calculate their premium is consistently wrong. If we're able to identify the problems our clients face every day, and provide valuable solutions, the rest is simple! Enjoy today's episode.
About Mod Advisor:Simplify workers compensation analysis and deliver reports that clients not only love, but can understand. Mod Advisor is a Mod Analysis tool that provides reports and content for your clients or prospects. For other agents that don't have anything like this in their toolkit, you will be one step ahead of the game. Save yourself time, save clients money, and WIN more business with Mod Advisor.
Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Mod Advisor: https://modadvisor.com/
LAUNCH: https://getlaunch.io/
LinkedIn:Elliot Bassett
Ryan Brott
Todd Thams
Andy Mathisen, CMO & Co-Founder at GloveBox, joined the show today to discuss tech and all things innovation in the insurance industry. Your clients may be tired of the same old process when it comes to buying and managing their insurance. Being an innovative advisor is paramount in the industry today. Andy has shown that thinking outside the (glove)box is vital in the growth of any advisor. Enjoy the episode!
About Andy & GloveBox:Along with his brother, Andy was fully ingrained in the insurance industry through the family-owned agency started by his Dad. At a young age he learned the basics of insurance, guiding him to a path of future involvement in the industry. After officially joining the agency in 2012, he took the reins in heading up marketing and lead generation. This position evolved into a role as Director of Sales, providing experience in everything from quoting, sales, service, and business management.
By 2019, Andy had grown passionate about providing a much-needed solution to the insurance industry. As co-founder and CMO of GloveBox, he now strives to show the immense value of this technology to agents, agencies, and carriers alike. The product will continue to grow, adding features/functionalities for a modernized experience aimed at both clients and agency operations.
Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
GloveBox: https://gloveboxapp.com/
LAUNCH: https://getlaunch.io/
LinkedIn:Elliot Bassett
Ryan Brott
Andy Mathisen
Chris Beall, CEO at ConnectAndSell, joined the show today to discuss simplifying sales and building trust with clients. Chris has been participating in software start-ups as a founder or at a very early stage for most of the past 30 years. His focus has consistently been on creating and taking to market simple products that can be used successfully the first time they are touched, without taking a course or reading a manual. His belief is that the most powerful part of any software system is the human being that we inappropriately call a “user”, and that the value key in software is to let the computer do what it does well (go fast without getting bored) in order to free up human potential.
About ConnectAndSell:
We are the ONLY patented, award winning cloud solution that solves the #1 B2B sales challenge – getting hard to reach decision makers on the phone. Lead generation solutions stop at sending you highly targeted leads, you still have to get those decision makers on the phone and follow up until they buy. Traditional appointment setting services get you meetings but have a high startup cost and the meetings may or may not turn in to real opportunities. You have zero visibility into that process and again need the 2nd, 3rd, 4th and 5th follow up after the appointment to turn the appointments into dollars as 80% of sales happen after 5th meaningful touch.
Since 2007, ConnectAndSell’s patented cloud sales acceleration platform has helped over 1000 B2B companies ranging from small startups to Fortune 500 enterprises like IBM, Dell Technologies, and Intuit solve multiple sales development challenges with one breakthrough platform: ConnectAndSell Lightning.
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
ConnectAndSell: https://connectandsell.com/
LAUNCH: https://getlaunch.io/
LinkedIn:
Elliot Bassett
Ryan Brott
Chris Beall
Ryan Deeds, Product Owner at Ennabl, joined the show today to discuss utilizing data to make decisions and "ennabl" your business. The goal of Ennabl is to free up time for insurance brokers to focus on sourcing, advising and managing clients by enhancing prospect & client data and presenting it for action. How can you use data in your business to grow and cultivate a memorable client experience? Find out on today's episode.
About Ennabl:
After nearly three decades in the Insurance industry focused on managing data and tools that keep our industry running, we are admitting that we have a problem. The insurance industry produces an immense amount of data which we access on numerous platforms. This comes with endless maintenance, complex system integrations, a loss of relevance, and myriad errors. Meanwhile, Producers, Servicers and Brokers spend an increasing amount of their time completing tasks for the sake of keeping data current which translates into less time servicing clients. Don’t get us wrong, we love data and all its transformative power. It is why we are here. However, the solutions have become the problem.
We decided it was time to build technology that truly brings disparate industry data together. Technology can and should help brokers become custodians of customer choices and help brokers and carriers work better together. We are here because we’ve created the technology to do this. We’ve created technology that finally enables insurance.
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Ennabl: https://www.ennabl.com/
LAUNCH: https://getlaunch.io/
LinkedIn:
Elliot Bassett
Ryan Brott
Ryan Deeds
Bryan Carlson, CEO at ARYSE, and Erin Dutter, Director of Government Partnerships at ARYSE, joined the podcast today to discuss their journey of client discovery. One of their goals as a company, in partnership with Disruptive Athletic Technologies, is to build a team of individuals that are truly passionate about growing alongside their clients. Their new product, the IFAST, was a direct result of taking their clients' pain points and finding a new, innovative, industry leading solution that helps people. Now, they help prevent injuries all across the world. We can provide this type of service in any industry, all it takes is a passion for helping others and a mindset of consistent growth. Enjoy the show!
About ARYSE:
Teams - We know how important it is to keep your team healthy; that's why we have created a program to keep your team performing at their best. By getting your team set up in ARYSE exo-performance gear, we are confident that you will have less injury, more time to train, and will save time and money in the training room. Our team pricing gives your team a better chance at success.
Military - We are proud of our Nation’s heroes—a special breed of servant ready to answer the call, a calling only a few will answer. The mission is demanding and hard, and when the impossible has been accomplished, the only reward is another mission to which no one else will respond.
Never quitting. Never surrendering. Never failing. Performing duties quickly and efficiently, ignoring personal desires and comforts, serving that others may live.
At ARYSE, we strive to keep these tactical athletes, these defenders of freedom, at the ready. We eradicate injury—increasing readiness and enhancing competitive edge, allowing those who proudly serve to go the last mile, above and beyond.
Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
ARYSE: https://www.aryse.com/
LAUNCH: https://getlaunch.io/
LinkedIn:Elliot Bassett
Ryan Brott
Bryan Carlson
Erin Dutter
Ric Stoakes, Executive Vice President and Partner at UNICO, joined the show today to discuss finding solutions for his clients based on their needs. His thoughts on building quality relationships stem from his time growing with UNICO. Solving problems has always been at the base of that growth. So how can we solve problems for our clients and grow exponentially year after year? Find out on today's episode!
About UNICO:
UNICO Group is a client-focused insurance broker headquartered in Lincoln, Nebraska. Our consultative and relational approach develops customized solutions for clients all around the nation.
At UNICO, we are fueled by our core values: professional, trust, team player and positive. By living our values and providing the best insurance products, service, and support to our clients, we strive to create lasting connections and partnerships.
Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
UNICO: https://unicogroup.com/
LAUNCH: https://getlaunch.io/
LinkedIn:Elliot Bassett
Ryan Brott
Ric Stoakes
Ryne Bessmer, Growth Coordinator at Strada Healthcare, joined the show today to discuss being innovative within the healthcare space. Today, most doctor appointments last less than 10 minutes. Providers must complete extensive, timely paperwork for each visit. It’s all very complicated and limiting. Ryne is focused on growing Strada through his advisory process. Enjoy the episode!
About Strada Healthcare:
Strada Healthcare is one of the largest providers of Direct Primary Care in the Midwest. Direct Primary Care is an innovative, but old-fashioned approach to healthcare that gives members unlimited access to personal and affordable primary care for a flat monthly rate.
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Strada Healthcare: https://www.stradahealthcare.com/
LAUNCH: https://getlaunch.io/
LinkedIn:
Elliot Bassett
Ryan Brott
Ryne Bessmer
Drew Yancey, President of InCite Performance Group, joined the show today to discuss his experience connecting with clients. Drew has found success helping leaders work on their businesses so they thrive in it. He leverages extensive strategy consulting and executive leadership experience across multiple industries to guide clients to solve challenging problems at the nexus of risk, strategy, and innovation. That all starts with his proactive approach to connections.
About InCite Performance Group:
Our main offering and value to our membership is our Intellectual Capital. This Intellectual Capital is defined as the wisdom, knowledge, tools, systems, strategies, and resources provided by InCite Performance Group and offered exclusively to our membership. We have four channels through which our Intellectual Capital is distributed to our membership:
Training – We first train all areas of an organization on strategies and tools to attain Vertical Growth. Our training is offered through the membership area of our site using both live and online classes.
Advising – A custom solution that provides reinforcement and helps with implementation.
Networking – Allows members to interact, share Intellectual Capital and best practices, and partner with peer members with account placement in a non-competitive environment.
Resources – We provide training, advisory services, networking, and Resources. Resources are intellectual property, insurance products, value proposition products to sell to clients of agents, and more.
Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
InCite Performance Group: https://incitepg.com/
LAUNCH: https://getlaunch.io/
LinkedIn:Elliot Bassett
Ryan Brott
Drew Yancey
It's a simple concept, right? A positive attitude goes a long way. Bradley Flowers, Founder of Portal Insurance and Co-Host of The Insurance Guys Podcast, joined us today to talk about his role as a leader and how he has found success using the aforementioned concept. He has expanded his talents over the years, developing not only as a leader in the insurance industry, but also in media and podcasting.
About Portal Insurance & Bradley Flowers:
Bradley is the founder of Portal Insurance based in Mobile, Alabama, a scratch independent agency he founded and is building on the back of social media, personal branding, content, and technology. In 2019, Portal Insurance was named the "Agency for the Future'' by Safeco Insurance for the Southeast United States.
In 2020, Portal Insurance became the subject of the YouTube series "Making the Donuts'' which showcases the everyday behind-the-scenes of the agency.
Bradley is an acclaimed speaker in the insurance and real estate sector and is the co-host of the “Insurance Guys Podcast” the most downloaded podcast in the insurance industry which is featured on iTunes, Spotify, Soundcloud and iHeart Radio.
Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Portal Insurance: https://portalinsurance.com/
LAUNCH: https://getlaunch.io/
LinkedIn:Elliot Bassett
Ryan Brott
Bradley Flowers
Scott Carrico, Chief Marketing Officer & Shareholder at Lutz, joined the show today to discuss how he has used his 20+ years of audit, tax and consulting experience to help propel Lutz into the company it is today. His knowledge of the financial industry has helped him grow into the risk advisor he is today, helping clients grow personally and professionally. Enjoy the episode!
About Lutz:
Our mission is to ease your mind and invigorate your success through accounting and business solutions.
Since our founding in 1980, Lutz has steadily grown to become the largest locally owned firm of its kind in Nebraska because of integrity, work ethic and collaboration. Your goals are our goals. We believe that understanding where you’re coming from is a vital part of getting to the bottom line and taking you where you need to go. We provide accounting services such as tax, accounting, assurance, business consulting and valuation. Additionally, we provide investments and planning, recruiting and technology services.
Our talented 275-plus person team communicates openly, collaborates eagerly and encourages authentic personality – because if you can’t enjoy your business, neither can we. Lutz supports clients with the strength, expertise and resources of 288 independently owned global firms as part of our membership with PrimeGlobal. Teamwork with our peers and ready access to exceptional networking and business development opportunities helps us serve you and your business whenever and wherever you need us. We work with organizations and individuals like you day in and day out to simplify complexities, help make smart decisions and confidently focus on the things that are truly important to you. We mind what matters.
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Lutz: https://www.lutz.us/
LAUNCH: https://getlaunch.io/
Elliot Bassett
Ryan Brott
Scott Carrico
Brandi Goldapp, Owner of A View Venues, joined the show today to talk about something very unique in any industry - creating unforgettable client experiences. As Owner of A View Venues, one of the unique facets of her role is being able to discuss with clients what they're envisioning and how they can achieve it. This episode will dive into creating those experiences; whether it be for weddings, corporate events or designing a client experience in your industry!
About A View Venues:
Since the opening of its first location in 2008, A View Venues has always made service and attention to detail their first priorities. From the moment you walk in for your initial tour to the last dance of the wedding day, our staff will be with you every step of the way.
While you may come in simply looking for a venue, you’ll soon realize that planning a wedding doesn’t have to be stressful when it’s at A View. We aren’t just a space to hold an event. We give you the staff to help create your dream day.
A View is the longest independently owned venue company in the region. With A View, you get a local, unique feel and the years of experience between their eight full time team members. Our staff is dedicated to building a relationship with each and every client to ensure we can capture the essence of your dream wedding. Our décor team has endless ideas and ways to create and design the perfect aesthetic for your big day. We offer many opportunities, in house, to enhance the already beautiful décor items that are included in our package. We want to ensure you are not having to juggle more vendors than necessary. Our goal at A View is to leave you and your guests raving for years to come.
Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
A View Venues: https://aviewvenues.com/
LAUNCH: https://getlaunch.io/
LinkedIn:Elliot Bassett
Ryan Brott
Brandi Goldapp
Ashley Englund, Tax Director at Lutz, joined the show today to discuss her role as a CPA and how that translates to becoming a trusted advisor to her clients. Ashley provided some interesting takes on relationship building and utilizing client feedback to ask the right questions. What can make you stand out as an advisor in your industry? Find out in today's episode!
About Lutz:Our mission is to ease your mind and invigorate your success through accounting and business solutions.
Since our founding in 1980, Lutz has steadily grown to become the largest locally owned firm of its kind in Nebraska because of integrity, work ethic and collaboration. Your goals are our goals. We believe that understanding where you’re coming from is a vital part of getting to the bottom line and taking you where you need to go. We provide accounting services such as tax, accounting, assurance, business consulting and valuation. Additionally, we provide investments and planning, recruiting and technology services.
Our talented 275-plus person team communicates openly, collaborates eagerly and encourages authentic personality – because if you can’t enjoy your business, neither can we. Lutz supports clients with the strength, expertise and resources of 288 independently owned global firms as part of our membership with PrimeGlobal. Teamwork with our peers and ready access to exceptional networking and business development opportunities helps us serve you and your business whenever and wherever you need us. We work with organizations and individuals like you day in and day out to simplify complexities, help make smart decisions and confidently focus on the things that are truly important to you. We mind what matters.
Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Lutz: https://www.lutz.us/
LAUNCH: https://getlaunch.io/
LinkedIn:
Elliot Bassett
Ryan Brott
Ashley Englund
Welcome to GPP After Hours, where Elliot and Ryan meet at the bar to revisit episodes of Getting Past the Premium and provide their top takeaways that can help your business thrive.
Tonight, they looked back at S2E2 featuring Lisa Brodersen (Click Here for Lisa's Episode) where she discussed retaining clients by using personalized touches. Her methods of personalization have allowed her to build relationships that last and gain referrals from current clients.
Grab a drink and enjoy our new series! #GPP #After #Hours
Jen Chaney, Vice President of Franchise Development at Right at Home, LLC, stopped by today for a fun, unique episode surrounding business development and risk management in franchising. At Right at Home, Jen's passion for navigating what comes next for seniors and adults with disabilities shines through her work. Her experience in business development provides a new perspective on risk management and how it extends across many industries. We also got a unique perspective due to her franchising expertise!
About Right at Home:Our mission has always been to improve the quality of life for those we serve.
You’ve worked hard to build a wonderful life for yourself and your family. Now you need a little help, but you have no intentions of life being any less extraordinary. We want your experience with us to be just as remarkable. To make sure it is, we developed a unique five-step approach to care.
At each step, our focus is on you. From learning about your wishes and answering your questions to creating a care plan just for you and matching you with the right caregiver, you are our priority. And it doesn’t stop there—we’ll be right there with you throughout the care process giving you and your family the support you need. After all, you’ve worked hard to get here. Let us take the heavy lifting from here.
Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Right at Home: https://www.rightathome.net/
LAUNCH: https://getlaunch.io/
LinkedIn:Elliot Bassett
Ryan Brott
Jen Chaney
Deda Myhre, Managing Broker & Realtor at Nebraska Realty, joined the show today to give some valuable insight on providing high-quality education as a manager and advisor. She has utilized education throughout her career to build trust and help provide amazing homes to her clients. Her philosophies regarding real estate and advisory services have developed over the years because of her dedication to building lasting relationships with her clients and ensuring they know exactly what they are purchasing when they find a home. Enjoy the episode!
About Nebraska Realty:
As the largest independent real estate company in Nebraska and Southwest Iowa, we have the tools and resources to get the job done right, while maintaining the personalized service you expect.
Nebraska Realty is a full-service real estate company, established in 1993 that is dedicated to providing the highest level of service for all of your real estate needs. Our REALTORS® are highly trained and have the knowledge, dedication and experience to help their clients' real estate transactions go smoothly. Whether you are buying or selling a home, acreage, farm or ranch, building new construction, pursuing a commercial transaction or investment, or have a leasing need, our REALTORS® can guide you through the process.
Much like the values of the people of Nebraska and Iowa, Nebraska Realty was built on the principles of hard work, dedication, and service. We believe strongly in the power of creating lasting relationships and the value those relationships hold. We want to earn your business both now and in the future. Our success is based on trust and the relationships we create with the people and communities we serve.
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Nebraska Realty: https://www.nebraskarealty.com/
LAUNCH: https://getlaunch.io/
LinkedIn:
Elliot Bassett
Ryan Brott
Deda Myhre
Chris Senkbile, VP at UNICO and Founder at Ferro, joined the podcast to discuss his adventure into insurtech and what that means for insurance solutions. His experience as VP of UNICO led him to his passion for helping people every day, thus leading him to Project Ferro! Find out what Project Ferro is and how Chris is personally doing his part to bring value to every client he interacts with.
About UNICO:
UNICO Group is a client-focused insurance and financial services provider headquartered in Lincoln, Nebraska. We offer a consultative and relational approach to our customized solutions for clients all around the nation.
As an ESOP organization, every one of our team members is a part owner and gets to celebrate our companies’ biggest successes as their own. We take pride in our vibrant culture that is contributed by each of our team members living out a shared set of core values. From professionalism and trust to team players and positivity, our crew meets these values daily to create our family-like environment.
About Project Ferro:
Ferro’s founder has served buyers in an advisory role within the insurance industry for over six years. During that time, deep insight was gained into the traditional provider/advisor distribution model and the flaws inherent with that process. The genesis of Ferro came from the realization that a fragmented provider marketplace coupled with an equally fragmented advisor distribution model could never offer a fully integrated solution to insurance buyers. Ferro’s intense focus on the buyer separates us from the rest of the market and has allowed us to curate a buyer-centric solution. This approach has the power to disrupt the insurance industry from top to bottom and bring the focus back to the buyer.
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
UNICO: https://unicogroup.com/
Project Ferro: https://www.projectferro.com/
LAUNCH: https://getlaunch.io/
LinkedIn:
Elliot Bassett
Ryan Brott
Chris Senkbile
Lisa Brodersen, aka Lisa the Loan Lady with Guild Mortgage, stopped by the podcast to give her insight on providing a unique client experience in order to receive referrals. Her personalized touch allows her to leave a lasting impact on clients and provide them with the highest quality advisory service. Enjoy today's episode!
More About Lisa:Lisa is a licensed residential mortgage originator in Nebraska and Iowa. Her passion for serving other comes from a background in the Military. She joined the Army Reserves right after 9/11 as a transportation coordinator. She was mobilized to active duty from 2002-2003. She then served the remainder of her 6 year term with a specialty in transportation and human resources.
When she takes a break from making homeownership dreams a reality, she spends time with her family, dotes over her Red Heeler dog, Ginger, and serves as the 2019 Treasurer for Women’s Council of Realtors.
She is a certified Nebraska Finance Authority Loan Officer Specialist and in 2017 she was recognized by the Nebraska Mortgage Association as a member of the 2017 Champions Circle. Her passion is helping others achieve their dreams and goals. Being a trusted mortgage expert is privilege and nothing makes her happier than providing valuable financial options to clients. She is supported by Guild Mortgage, a company with 60 years of experience providing home loans with many options to fit any stage of life.
Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Guild Mortgage: https://www.guildmortgage.com/
LAUNCH: https://getlaunch.io/
LinkedIn:Elliot Bassett
Ryan Brott
Lisa Brodersen
Brian Reilly, President of DP Management, brought an interesting perspective on being a leader within his company while also advising clients to make the best decisions for their business. His time as President of DP Management has given him experience working with different types of people, thriving businesses, and new clients. Brian has worked all across the United States, giving him extended knowledge that is valuable to business owners. He doubles as an advisor to his clients, helping them bring their visions to life.
How can you take this information and apply it to your own business? Find out in today's episode!
About DP Management:
DP Management, LLC, a member of the Dial Companies, provides a wide range of commercial real estate services from its headquarters in Omaha, Nebraska, to customers and partners throughout the Midwest. Our clients include individual investors, institutional investors, and commercial and multi-family properties owned by Dial partnerships. We currently lease and manage over 5,000,000 square feet of commercial real estate, including open-air and lifestyle centers, enclosed malls, office buildings, and residential apartment units, including HUD and LIHTC properties.
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
DP Management: http://dp-mgmt.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Brian Reilly: https://www.linkedin.com/in/brian-reilly-a910b717/
GPP Social Media:
Facebook
Instagram
Twitter
LinkedIn
YouTube
Danie Senske, a CPA from Bland & Associates, P.C., stopped by to discuss her fresh perspective on being an advisor in an industry that is historically based on processes and procedures. She officially joined Bland as an Associate in January 2012, a position she held until promoted to a Senior Accountant in 2014. In just one year, she was promoted to Supervisor then Manager and now serves as a Tax Director, focusing on partnership, corporate and individual taxation with a heavy concentration in the real estate industry. Her client base consists primarily of real estate investors, brokers, developers, property managers, and construction contractors.
About Bland & Associates, P.C.:
For over 40 years, Bland & Associates, P.C. has embraced the diversity of its client base and offers customized solutions to fit YOUR business needs.
Whether you are a small business venture or a corporation with locations in multiple states, we draw on our extensive experience and long-term relationships with attorneys, bankers, and financial service providers to provide you cost-effective means to meet, maintain and surpass your financial expectations. Our hands-on approach works to increase your cash flow by maximizing organizational efficiency while our tax services minimize your organizational tax burden.
And when the time is right, we can help YOUR business plan for the future. Bland & Associates, P.C. develops personalized, cost-effective succession planning that maximizes your value, while making sure the goals you intended for your business are achieved.
Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Bland & Associates, P.C.: https://blandcpa.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Danie Senske: https://www.linkedin.com/in/danie-senske-cpa-95527681/
Ryan Hanley, Founder & President of Rogue Risk, joined the podcast to discuss redefining risk management and delivering value to clients with every interaction. Ryan has used his public speaking experience to grow his personal brand and business. He has been featured in Business Insider, The Business Journal, Content Marketing Institute, Social Media Examiner and more.
How can we step out of our comfort zone in order to grow our business? Learn from one of the best in the industry on today's episode!
About Rogue Risk:
Through the integration of technology and experienced insurance professionals, we’re able to deliver insurance solutions faster and easier while prioritizing coverage.
We over-communicate, on your terms, in order to reduce the confusion and frustration commonly associated with securing insurance.
In most cases, we’re able to add money back to your bottom line while improving your insurance program’s effectiveness and efficiency.
Episode links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Rogue Risk: https://roguerisk.com/
LAUNCH: https://getlaunch.io/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Ryan Hanley: https://www.linkedin.com/in/ryanhanley/
How can you grow your business like Amazon? Steve Anderson is back on today's episode to discuss his best-selling book -- "The Bezos Letters: 14 Principles to Grow Your Business Like Amazon." How can you and your business grow and become more successful than you ever imagined? Find out as Elliot and Ryan have an in-depth discussion with Steve regarding the strategies and principles it takes to break through any barrier standing in your way.
About The Bezos Letters:
The Bezos Letters lays out the fourteen growth principles that Amazon uses every day by examining Jeff Bezos’ personal letters to shareholders.
Jeff Bezos created Amazon, the fastest company to reach $100 billion in sales ever, making him the richest man in the world. Business owners marvel at Amazon’s success, but don’t realize they have the answers right at their fingertips as Bezos reveals his hidden roadmap in his annual letters to shareholders. For the first time, business analyst Steve Anderson unlocks the key lessons, mindset, principles, and steps Bezos used, and continues to use, to make Amazon the massive success it is today. Steve shows business owners, leaders, and CEOs how to apply those same practices and watch their business become more efficient, productive, and successful―fast!
Episode links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Catalyit: https://catalyit.com/
The Bezos Letters: https://www.amazon.com/Bezos-Letters-Principles-Business-Amazon/dp/1642793329
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Steve Anderson: https://www.linkedin.com/in/stevetn/
LAUNCH: https://getlaunch.io/
Steve Anderson is the International Best-Selling Author of "The Bezos Letters" and the Co-Founder & CEO at Catalyit. Today, the discussion centered around the power technology has to change an industry. Implementing this technology can be a daunting task, but there are resources out there to help you and your business achieve your goals!
The number of ways independent insurance agencies can leverage tech to increase profit and serve customers is nearly unlimited. But time, know-how, and fear of risk are getting in the way. Let's break down that barrier together and move into the future with confidence.
About Catalyit:
At Catalyit, we’re passionate about two things: independent insurance agents and technology. Which is why we’re combining the best minds with the best tools to deliver the single greatest tech resource in the industry. Period.
We understand no one can do it all alone. That’s why while you’re running a successful agency, managing a team, and serving your customers, we’re sourcing technology platforms and solutions, delivering first-hand reviews and ratings, and building a training module that will help you win more. By doing what we do best, we empower you to do what you do best…but even better.
Catalyit’s simplified technology resource opens independent agents to a community where they can inspire, grow, and succeed. Together we’re going to meet customers where they are and create a stronger, more innovative independent agency system. So, no matter where you are on the technology spectrum – from early adopter to experienced implementer – rest assured, you’re in the right place.
Episode links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Catalyit: https://catalyit.com/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Steve Anderson: https://www.linkedin.com/in/stevetn/
YouTube: https://youtu.be/-xxtoGyuxWE
Steve's Book:
The Bezos Letters: https://www.amazon.com/Bezos-Letters-Principles-Business-Amazon/dp/1642793329
Learn more about LAUNCH, a new tool for independent insurance agencies!
LAUNCH: https://getlaunch.io/
Will Kloefkorn, VP of Sales at EcSell Institute, joined the show to discuss building a timeless sales process and asking the right questions. Will's leadership experience has helped him excel in his sales role and build meaningful, lasting relationships throughout the process.
It all starts with a question. Whatever your role may be, in the end success comes from simply being human and truly caring about the relationships you build along the way.
Enjoy the episode and feel free to contact us using the links below!
About EcSell Institute:
Founded in 2008, the EcSell Institute is known as the only organization that measures the impact coaching effectiveness has on employee performance. Since then, EcSell has collected and researched over 150,000 documented coaching interactions and works with a myriad of businesses, athletic teams, and school systems to ensure employees, athletes, and students are receiving research-backed coaching to achieve maximum performance.
Our process uses more than a decade of rigorous research to create a holistic, measurable, and individualized program for your team. We develop your leaders into effective coaches and give your organization 360-degree support along the way.
Episode links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
EcSell Institute: https://www.ecsellinstitute.com/
The Coaching Effect (Book): https://www.amazon.com/Coaching-Effect-Leaders-Increase-Performance/dp/1626346097
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Will Kloefkorn: https://www.linkedin.com/in/willkloefkorn/
LAUNCH: https://getlaunch.io/
This week, Elliot and Ryan have a shop talk about something they're both very passionate about -- building a business! The focus is on building a business that will stand the test of time instead of just building a book of business that may benefit you short-term. How can we center our efforts around overall growth and prosperity when we have so many factors trying to pull us back?
Listen in as the GPP launch into an informative discussion from their personal experiences and those they have seen throughout the industry. Let's continue Getting Past the Premium together!
Episode links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
LAUNCH: https://getlaunch.io/
We would like to welcome Kevin Kraft to today's episode of Getting Past the Premium! Kevin's experience in the insurance industry has taught him a lot about working with others to achieve your goals. His Marketing Director role at IIAN (Independent Insurance Agents of Nebraska) allows him to use his people skills and enthusiasm to drive success.
Today's episode focuses on the role of an association in today's insurance world.
About IIAN (The Big I):
"Fostering a community that allows independent insurance agents the ability to succeed and prepare for the future"
Who We Are:
We are a team of hard working individuals dedicated to the insurance industry. Our organization represents over 550 independent insurance agencies and their employees. First organized in 1907 as the "Nebraska Association of Local Insurance Agents," we are the voice of agencies of every size - from small, family-owned agencies to agencies with offices across the state. Members of IIAN span from Nebraska's sandhills in the pandhanle, to our fertile farmlands, and into our growing cities.
What We Do:
Our goal is to provide resources and services that allow Nebraska independent insurance agents the opportunity to grow and reach their potential. We do this through our legislative advocacy, educational programs, marketing resources, notifying them of current events, offering competitive products and resources, partnering with industry vendors, fostering a community with fellow independent agents, and much more.
Why We Do it:
We believe in your goal, in your journey, and in your values. We believe that independent insurance agents serve customers best with their trusted advice and selecting the right coverage options to protect what matters most.
Episode links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
IIAN: https://www.iian.org/default.aspx
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Kevin Kraft: https://www.linkedin.com/in/kevin-kraft-cpcu-arm-ains-34239982/
LAUNCH: https://getlaunch.io/
We are excited to welcome Brett Lindstrom, Candidate for Governor of Nebraska and part of a wealth management team at The Lindstrom Group, to Getting Past the Premium!
Today's conversation centered around Brett's time as part of a wealth management team and how that has helped in his campaign to become the next Governor of Nebraska.
About Gubernatorial Candidate Brett Lindstrom:
What drives Brett Lindstrom to fight for Nebraska families?
A lifelong Nebraskan, Brett’s family instilled in him a solid foundation of family values and emphasized the importance of hard work and commitment.
After graduating from Millard West High School, Brett followed in the footsteps of his father and two uncles to play football for the Huskers. As a walk on at Nebraska, Brett was chosen by his teammates as a Unity Council representative. After Graduation, Brett started a career as part of a wealth management team in Omaha before running for State Senate.
As a State Senator, Brett has worked to cut taxes, spurring economic growth and making Nebraska a great place to work and to save. He has passed legislation to repeal the social security tax, which hurts the senior citizens who retire here and drives many Nebraskans to other states in their golden years. Whether you are a small business owner, a young person just starting out, or a senior citizen, Brett believes we must help free markets thrive in order to bring prosperity to all Nebraskans.
As part of a wealth management team, Brett specializes in advising clients on portfolio and risk management, investment strategy and financial planning. He has utilized these skills to help families and businesses plan for their future.
Episode links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Brett Lindstrom Campaign: https://votelindstrom.com/
The Lindstrom Group: https://advisors.ubs.com/thelindstromgroup/
Facebook: https://www.facebook.com/Lindstrom4NE
Twitter: https://twitter.com/votelindstrom
YouTube: Click Here
Welcome Andy Grant, Strategic Growth Advisor with Leadership Resources & ATHLETeX Region Lead, to Getting Past the Premium!
Andy's time as a Strategic Growth Advisor has allowed him to build many meaningful relationships over the years. He has also worked with countless athletes and coaches to grow their team cultures. In fact, one of his keys to success as a leader is company/team culture. How can we as leaders drive that culture of success and growth through our actions? Also, what does it mean to truly build a lasting relationship with your clients?
A key topic of discussion on today's episode was AUTHENTICITY.
About Leadership Resources:
Get a better return on your expectations with Leadership Resources. Find new ways to inspire long-term positive change within your workplace culture and achieve what you want out of life as a leader.
Our proven processes motivate your people to effectively work with others, stay focused on goals and do the things that are most important. This meaningful change of habits directly correlates to increased productivity so you and your organization achieve your next level of success.
Drink of the day: Old Fashioned
Episode links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Leadership Resources: https://lrsuccess.com/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Andy Grant: https://www.linkedin.com/in/andrewraygrant/
LAUNCH: https://getlaunch.io/
Welcome Brandon Hamm of Koley Jessen P.C. to Getting Past the Premium!
As an estate and exit planning attorney, Brandon serves as a trusted advisor to individuals, business owners and executives to help them plan for the inevitable -- death and taxes. How can the bar be set as an advisor across all industries? Find out in today's episode.
About Koley Jessen P.C.:
Koley Jessen was founded in 1988 when Jim Koley, Paul Jessen, and four additional partners set out to establish a firm focused on being a great place to work and providing over-the-top client service. The guiding principles of the firm’s culture: integrity, mutual respect, and client service, were what truly charted the firm’s path for future success.
Drink of the day: Old Fashioned
Episode links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Koley Jessen P.C.: https://www.koleyjessen.com/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Brandon Hamm: https://www.linkedin.com/in/brandondhamm/
LAUNCH: https://getlaunch.io/
Welcome Logan Barry, Partner & Sr. Strategist at GDP Advisors, LLC, to Getting Past the Premium!
In order to tell our client's story to the best of our ability, we have to learn and adapt to constant changes within the industry. Logan brought great insight into data analytics and utilizing that data to tell a story. GDP Advisors has focused on getting past just selling a product and instead using their knowledge and expertise to provide a service and most importantly, a strategy. #GDPonGPP
About GDP Advisors, LLC:
Built on the idea the traditional insurance industry was and is broken, GDP set out to change the old and stale insurance market which focused primarily on organizations claims history rather than their future. This old approach consistently punished organizations while rewarding only the insurance company and its agents.
Drink of the day: High Quality H2O
Episode links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
GDP Advisors, LLC: https://gdpadvisors.com/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Logan Barry: https://www.linkedin.com/in/logan-barry-10256571/
LAUNCH: https://getlaunch.io/
YouTube: Click Here
Charles Olson is the President of OCI, based out of Omaha, NE. With nearly two decades of experience changing the industry, Charles brings a plethora of knowledge to the table. His passion for change has led him on a journey to create a culture of success and teamwork, adapting to an evolving industry.
About OCI:
People often ask what OCI stands for and the answer is: Insurance Made Simple. While, that may not have anything to do with the three letters of the name it does have everything to do with what the company stands for. OCI works with agents and brokers to provide information, assistance, and answers, always keeping up to date on the ever changing matrix of products and services that make up the insurance and employee benefit industries. With well over 100 years of combined expertise, OCI has seen the insurance marketplace change and evolve. Insurance can mean a lot of things, so whether it’s health, life, income replacement, long term care or annuities; OCI has the best products to help you meet the needs of your clients. While product is important, it’s the “Insurance Made Simple” philosophy that advisors, agencies, broker dealers & captive companies have come to realize makes OCI a disrupter in the industry. It’s a new way of doing business that the industry has been waiting for.
Drink of the day: Coors, Busch and Woodford
Episode links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
OCI: https://www.ociservices.com/
Elliot Bassett on LinkedIn
Ryan Brott on LinkedIn
Charles Olson on LinkedIn
After discussing LAUNCH in Episode 15, Elliot and Ryan wanted to dive deeper into building and designing processes. With the evolution of technology and all the new tools available, how do we evaluate which tools are right for us and where they fit within the process? What tools are right for you and your organization? These are the conversations we live for.
Let's grow, build and design processes that benefit everyone involved, and as always, continue getting past the premium.
Drink of the day: Coffee (aka Diesel)
Episode links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
LinkedIn: Elliot Bassett
LinkedIn: Ryan Brott
The countdown is on! Elliot and Ryan dive into a brand new software, currently in beta testing, called Launch! (https://getlaunch.io/)
In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented. Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.
THAT’S WHERE LAUNCH COMES IN.
Launch helps independent insurance agencies scale faster than their competitors. This is truly a way to get past the premium and focus on providing the best advisory experience possible for you and your clients.
Who Is Launch For?
LAUNCH IS FOR YOU IF ANY OF THIS SOUNDS FAMILIAR…
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You want to offer clients exceptional service, but instead, you feel like a product peddler for Big Insurance.
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You’re mystified when producers can’t answer basic questions, such as: “how many lines do we write for this client?”
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Your business model looms over you—you’re worried it won’t scale and you just don’t know what to do about it.
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You’re fed up losing business to competitors because your teams are slow to collaborate across divisions.
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Teams don’t know how to open up sales conversations and it pains you to think about the revenue you’ve missed.
Listen in as Elliot and Ryan discuss their experiences as advisors and how the idea for Launch came to be.
Episode links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Launch: https://getlaunch.io/
Dave Tims is the President and GM of Premier-Midwest Beverage Company. After 14 years in the business and nearly 5 as President, Dave has experienced all the ups and downs of being a business owner. His perspective of risk management is unique because of all the aspects of his business.
About Premier-Midwest Beverage:
"The goal of Premier Midwest Beverage is to become the best in-store marketing company in America. We will strive to satisfy our consumers by always having our products AVAILABLE and FRESH. We will also strive to garner new consumers through increased distribution and promotional activities. We will always put our consumers first."
Listen in as Dave, Elliot and Andy drink down some intriguing conversation and share an ice cold Coors Light in the process!
Drink of the day: Coors Light
Episode links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Premier-Midwest Beverage: http://pmbomaha.com/
YouTube: Click Here
Larry Linne is a leader in the Risk Management industry, and has been changing the way people think about risk management for years. As a former NFL player for the New England Patriots, Larry learned that determination and hard work are the keys to success, and that transferred to the business world seamlessly. He is currently the CEO of InCite Performance Group.
About InCite Performance Group:
InCite Performance Group provides concierge consulting services to independent insurance agencies in the U.S., Canada, and Latin America. We provide training, coaching, networking, and resources, to create a High Level Growth Experience for our clients. Our expertise is providing continued intellectual capital to our members to help them with the challenges of growing the top and bottom line on the income statement.
Get some InCite into the risk management industry from Larry and grow your business!
Episode links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Larry Linne: https://www.linkedin.com/in/larrylinne/
InCite Performance Group: https://incitepg.com/
Steve Atkinson of Buckingham Strategic Partners is back for another episode to discuss taking that big step to become a true strategic advisor for your clients. In the financial services industry, sometimes it can become transactional and the mentality can remain stagnant with old processes. It's our job as progressive advisors to take that big step forward in becoming strategic advisors that truly want to help better the lives of everyone we work with.
Drink of the day: Woodford Reserve
Episode links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Buckingham Strategic Partners: https://buckinghamstrategicpartners.com/
Steve Atkinson: https://www.linkedin.com/in/steven-atkinson-7a49bab/
27 Principles - Written by Steve Atkinson: https://books.google.com/books/about/27_Principles_Every_Investor_Should_Know.html?id=C6yGxgEACAAJ
In today's episode, Ryan and Elliot talk with Steve Atkinson of Buckingham Strategic Partners about building partnerships and understanding your clients. The conversation centered around becoming a progressive advisor in the financial services industry and using the knowledge built over years of service to enhance your client's experience.
Drink of the day: Woodford Reserve
Episode links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: http://www.ellerbrock-norris-ws.com/
Buckingham Strategic Partners: https://buckinghamstrategicpartners.com/
Steve Atkinson: https://www.linkedin.com/in/steven-atkinson-7a49bab/
YouTube: Watch Here
Our TENTH episode! We are excited to welcome back Eryka Morehead from Collaborative Planning Group to discuss the individual side of risk management and planning. She dives into the topic of understanding a client on a personal level and really getting to know their needs and goals. We're also excited to welcome a very special guest host.... Andy Bassett! Let's Get Past the Premium.
Drink of the day: Mojito (Made by Andy)
Episode links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Collaborative Planning Group: https://collaborativeplanninggroup.com/
Eryka Morehead joined the show to discuss the process of identification that Collaborative Planning Group uses to find success with their clients. They identify risk, create solutions and implement strategies, otherwise known as the three lenses. Each lens helps to better understand the client and their specific needs. Learn more about the process in this episode of GPP!
Drink of the day: Mojito
Episode links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Collaborative Planning Group: https://collaborativeplanninggroup.com/
Eryka Morehead: https://www.linkedin.com/in/eryka-morehead-cpg/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Andy Bassett from Ellerbrock-Norris joins the show to discuss the ten impact areas of risk every client has. Identifying these risks and providing proper guidance is the key to a successful business. The ultimate goal is to not only change the way individuals think about risk, but change the way an entire industry thinks about risk. Moving to a holistic advisory model can help shift the mindset and ensure that we are serving our clients to the best of our ability.
Drink of the day: High Quality H2O
Episode links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Elliot and Ryan share an insightful conversation on understanding a client's goals and aspirations from the beginning. What is more impactful to a client; selling them a product on a transactional basis or opening up a dialogue and really getting to know them on a personal level? We can change how we conduct business. It all starts with conversation.
Drink of the day: Basil Hayden's
Episode links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Watch On YouTube: https://youtu.be/DpjykETYeO4
Dan, Elliot and Ryan have a great conversation around life insurance and moving that model from transactional to advisory. Dan's experience as a business owner and consumer has helped him gain multiple perspectives on the industry and the knowledge to make big changes moving forward.
Let's continue to move the needle and put our client's needs at the forefront.
Drink of the day: Woodford Reserve
Episode links:
Brokers Clearing House: https://www.bchlife.com/
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Dan Allison: https://www.linkedin.com/in/dan-allison-268b607b/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/
Dan Allison stopped by to bring some industry knowledge to the podcast! We discussed the fact that while we must acknowledge the past, we have to look towards the future of risk management and become trustworthy advisors. We are battling decades of transactional sales processes, but we are determined to change the way people think about advising their clients.
Dan's experience with Brokers Clearing House and Feedback Marketing Group has given him a new perspective on risk management, leading him to become a public speaker to help others become successful. Enjoy the storytelling!
Drink of the day: High Quality H2O
Enjoy this episode and comment some topics you would like to hear discussed below! #GPP #GettingPastThePremium #Podcast #Insurance #Risk #Management
Episode links:
Brokers Clearing House: www.bchlife.com
Ellerbrock-Norris: www.ellerbrock-norris.com
Ellerbrock-Norris Wealth Strategies: www.ellerbrock-norris-ws.com
Dan Allison: Dan's LinkedIn Profile
Elliot Bassett: Elliot's LinkedIn Profile
Ryan Brott: Ryan's LinkedIn Profile
Ben Woods, Stewardship Advisor at Ellerbrock-Norris Wealth Strategies, joined the podcast this week to discuss the psychology behind the strategy, why getting to know your clients is important, some Dogecoin discussion (to the moon!) and more!
The drink of the day is Kros Strain's Juice and Desist Double IPA.
Andy Bassett, President of Ellerbrock-Norris, joins GPP to discuss the art of becoming a true Risk Advisor to your clients and getting past just selling them a product. He also mixed up a mean Manhattan!
Seth Denson, author of "The Cure: A Blueprint for Solving America's Healthcare Crisis", joins GPP to discuss being a healthcare advisor, not a healthcare broker. As an advisor, we have to start having different conversations about healthcare.
We have to get past just selling our clients products and become advisors to them and their businesses.
We focus on breaking down problems that advisors face in the risk management industry and talk about solutions that bring value to clients. The industry is changing and clients are expecting more than just shopping their insurance for a cheaper price. Let's get past the premium and talk about truly meaningful solutions!
Our pilot episode features our hosts, Elliot Bassett and Ryan Brott! Kick back, grab a drink and join us in Getting Past the Premium.