The Scratch Agency Podcast: Recent Episodes
The Scratch Agency Podcast
The Scratch Agency Podcast is for scratch insurance agents by scratch insurance agents. Shawn Fitzgerald and Stephen Turnbull discuss all aspects of opening a new insurance agency and provide real-life examples of their experiences. Whether it's obtaining new carrier appointments, sales strategies, virtual assistants, or marketing The Scratch Agency Podcast dives into what you need to know to kill it in the scratch agency game.
Welcome to Episode 81 of The Scratch Agency Podcast! Join us as we dive into an engaging conversation with Israel Acosta, a seasoned professional in the banking industry. In this episode, Israel shares his inspiring journey, leadership philosophies, and the importance of having a clear vision for your company.
🕒 (00:00) - Introduction
🕒 (02:14) - Israel Acosta's banking journey and career growth
🕒 (04:07) - Importance of starting from entry positions to learn industry insights
🕒 (09:39) - Discussion on creating a clear vision for the company
🕒 (20:38) - Importance of trusting the team and empowering them for success
🕒 (21:06) - Collaboration and communication with other regional managers
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Thank you for tuning into The Scratch Agency Podcast.
Welcome to Episode 80 The Scratch Agency Podcast! In this exciting episode, our hosts delve into the incredible journey of Juan Lopez, a dynamic force in the marketing world. Tune in to hear about Juan’s transition from the insurance industry to becoming a storytelling and marketing expert.
⏱️ (00:00) - Introduction
⏱️ (01:21) - Juan's Journey in the Insurance Industry
⏱️ (04:38) - Transition to Marketing and Storytelling
⏱️ (05:36) - Experience with Vader Media and Sasha Group
⏱️ (10:35) - Importance of Authenticity and Vulnerability in Marketing
⏱️ (23:24) - Advice for Overcoming Fear of Being Vulnerable on Camera
⏱️ (30:25) - Long-term Benefits of Investing in Marketing
⏱️ (37:09) - Recruitment Through Branding and Marketing
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Thank you for tuning into The Scratch Agency Podcast. Own your future and keep pushing forward. See you next time!
Welcome to Episode 79 of The Scratch Agency Podcast, where we empower scratch agents with insights and strategies from industry leaders! hosts Stephen Turnbull and Shawn Fitzgerald are joined by the inspirational Dr. Billy Williams, founder of Inspire Nation Business Mentoring. Dr. Williams shares his wealth of experience and insights on various crucial topics for insurance agents.
⏰(00:00) - Introduction.
⏰(01:50)- Dr. Billy Williams' Background.
⏰(04:12) - Discussion on FCC Rules.
⏰(08:30)- Implementation of PEWC Wording.
⏰(11:55) - Importance of Video Content.
⏰(39:46) - Handling Client Queries.
⏰(45:02) - Focus on Lead Generation.
📌 Connect with us on social media:
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🔗 For more exclusive content, visit our website: scratchagencypodcast.com
Thank you for tuning into the Scratch Agency Podcast. Own your future and keep pushing forward. See you next time!
Welcome to Episode 78 of The Scratch Agency Podcast! In this exciting episode, we sit down with Osama M. Al Haymi, a seasoned insurance professional who shares his journey of starting and growing a successful agency. Join us as we dive deep into Osama’s background, his experiences, and the valuable lessons he has learned along the way. Whether you're an industry veteran or just starting out, this episode is packed with insights to help you thrive in the insurance business.
⏱️(00:00) - Introduction.
⏱️(03:17) - Osama’s Background and Starting an Agency.
⏱️(11:56) - Learning from Claims Experience.
⏱️(16:35) - Tips for Enhancing Client Experience.
⏱️(18:30) - Handling Claims and Client Interactions.
⏱️(30:51)- Embracing Challenges of the Hard Market.
⏱️(33:55) - Agency Focus on Commercial Carve-out.
⏱️(40:48) - Lessons Learned and Future Plans.
⏱️(42:31) - Starting Over - Documenting Processes.
📌 Connect with us on social media:
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Thank you for tuning into the Scratch Agency Podcast. Own your future and keep pushing forward. See you next time!
Welcome to Episode 77 of The Scratch Agency Podcast! In this episode, hosts Stephen Turnbull and Shawn Fitzgerald dive deep into recent changes within their agencies, personal reflections, and the intricacies of managing a bustling schedule. Tune in as they share insights, challenges, and triumphs from their professional journeys.
⏱️ (00:29) - Introduction
⏱️ (04:36) - Dive into Shawn upcoming plans
⏱️ (05:04) - Shawn insights on onboarding a new executive assistant and the indispensable need for email management support.
⏱️ (08:29) - Stephen delves into the initial training process for Shawn new executive assistant.
⏱️ (09:54) - Explore the intricate folder structures and labeling system
⏱️ (14:31) - Stephen probes Shawn about his experience with virtual employees in creating processes and playbooks.
⏱️ (16:50) - Uncover Stephen strategies for batching podcast recordings and effectively managing his busy schedule.
⏱️ (18:46) - The importance of structured support during the training process.
⏱️ (19:39) - Gain insights into the challenges and advantages of delegating playbook creation to virtual employees.
⏱️ (20:36) - Systematic approach to process automation and playbook creation.
📌 Connect with us on social media:
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Join us for an engaging conversation packed with actionable insights and personal anecdotes.
Welcome to Episode 76 of The Scratch Agency Podcast! Join us for an enlightening conversation with David Borg, where we explore the dynamics of family-established agencies, effective team management, and the challenges of remote and hybrid work models.
🔔(00:00) - Introduction
🔔(01:49) - David Borg's Journey in the Family-Established Agency
🔔(03:12) - Roles of Family Members in the Agency
🔔(05:31)- Agency's Management Structure
🔔(08:17) - Importance of Understanding Communication Styles
🔔(11:05) - Significance of Hiring the Right People
🔔(13:26) - Importance of Effective Communication in a Team
🔔(15:51) - Challenges and Benefits of Remote and Hybrid Work Models
🔔(17:45) - Setting Clear Expectations and Communication in a Hybrid Work Environment
🔔(18:38) - Importance of Patience and Planning in Starting a Scratch Agency
🔔(20:07) - Conclusion
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Tune in now for a thought-provoking episode filled with practical tips and strategies for agency owners and team managers alike!
Welcome to Episode 75 of the Scratch Agency Podcast! Get ready for an insightful conversation as we delve into the world of entrepreneurship and insurance with our special guest, Billy Wagner, owner of Brightway Insurance.
🔔 (00:00) - Introduction
🔔 (03:18) - Starting the Scratch Agency Journey
🔔 (06:33) - Transitioning from a Six-Figure Job
🔔 (07:32) - Importance of Autonomy and Vision
🔔 (09:24) - Building Relationships and Scaling
🔔 (11:09) - Learning from Early Mistakes
🔔 (14:00) - Creating a Pathway for Growth
🔔 (17:17)- Focusing on Personal Growth
🔔 (21:09) - Setting Expectations and Enhancing Client Experience
🔔 (23:09) - Simplifying Processes and Client Interaction
🔔 (29:28) - Continuous Improvement and Client Satisfaction
📌 Connect with us on social media:
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TikTok: @thescratchagencypodcast
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Tune in now for an engaging episode filled with wisdom and practical tips for entrepreneurs and insurance professionals alike!
Welcome to Episode 74 of the Scratch Agency Podcast! In this episode, join us as we dive deep into the world of entrepreneurship, finance, and team management with our special guest, Victor Zayas.
🔔00:00 - Introduction
🔔01:15 - Discussion on Email Delegation and Accountability
🔔03:12 - Victor's Career Transition from Corrections to Financial Planning
🔔06:32 - Importance of Mental Toughness and Persistence in Entrepreneurship
🔔12:42 - Tips for New Business Owners on Financial Knowledge
🔔14:31 - Knowing Financial Numbers and Planning
🔔16:22 - Tax Implications and Investment Vehicles
🔔23:12 - Importance of Employee Benefits and Retirement Contributions
🔔28:23 - Recruiting Strategies and Remote Team Culture
🔔31:48 - Clear Expectations and Communication in Team Management
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📌 Connect with us on social media:
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Don't miss out on this insightful episode packed with practical advice for entrepreneurs and business owners alike!
Welcome to Episode 73 of the Scratch Agency Podcast! In this enlightening episode, we sit down with Scott Howell, a seasoned professional in the insurance industry, to delve into the keys to success, growth, and building strong relationships in business.🕒00:00 - Introduction🕒01:24 - Importance of consistency in podcasting🕒04:27 - Value of asking for help in business🕒05:25 - Importance of learning and progressing in career🕒06:25 - Reflections on starting insurance career🕒08:51 - Story of overcoming challenges in insurance career🕒15:28 - The significance of continuous learning in insurance industry🕒19:45 - Importance of building relationships with clients🕒25:14 - Building a team and creating a positive culture🕒32:24 - Hiring strategies for agency growth🕒34:43 - Flexibility and adaptability in hiring practicesEnhance your productivity and reclaim time with OnHandVas, our podcast sponsor.📌 Connect with us on social media: Instagram: The Scratch Agency Podcast TikTok: @thescratchagencypodcast🔗 For more exclusive content, visit our website: scratchagencypodcast.com🔥 Don't miss out on this enlightening conversation filled with wisdom and actionable advice! Tune in now to level up your career and business endeavors.
Welcome to Episode 72 of The Scratch Agency Podcast! where we delve into the strategies and insights that drive success in the fast-paced world of insurance! In this episode, we're thrilled to have Cole Caughern join us as we explore the art of buying back time with the help of virtual assistants and dive deep into entrepreneurship and business growth within the insurance sector.
🕒 (0:00) - Introduction: Unlocking efficiency with a virtual assistant
🕒 (1:34) - Entrepreneurship and scaling in the insurance industry
🕒 (4:52) - Expansion tactics: Acquiring insurance agencies and driving growth
🕒 (8:43) - From transactions to transformations: Buying, selling, and optimizing processes
🕒 (12:41) - Navigating competition: Hiring and training in a dynamic environment
🕒 (16:55) - Sales mastery: Strategies and expectations in the insurance realm
🕒 (20:51) - Balancing act: Sales versus service roles in a digital marketing agency
🕒 (25:10) - Remote revolution: Building and nurturing successful sales teams
🕒 (29:46) - Power of preparation: Effective sales meetings and pre-qualification tactics
🕒 (33:17) - Retention game: Attracting and keeping top talent in sales
🕒 (37:50) - Agency dynamics: Captive versus independent models in the insurance landscape
🕒 (41:51) - The entrepreneurial journey: Agency ownership and the allure of independence
Enhance your productivity and reclaim time with OnHandVas, our podcast sponsor – explore their expert VA services now at: onhandvas.com
📌 Connect with us on social media:
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🚀 Whether you're a seasoned insurance professional, an aspiring entrepreneur, or a business enthusiast, this episode is brimming with actionable strategies and invaluable insights to propel your growth and success. Join us as we navigate the nuances of the insurance industry with Cole Caughern at the helm.
Welcome to Episode 71 of The Scratch Agency Podcast! In this episode, we delve into the world of business partnerships with the insightful Don Rowan and Roe of Agency CFO. Join us as we explore the dynamics, challenges, and opportunities of forming partnerships in the business world.
⏰ (0:00) - Introduction to partnership opportunities and potential pitfalls
⏰ (3:08) - Approaching family and business partnerships
⏰ (4:19) - The importance of planning in business partnerships
⏰ (9:42) - Strategies for building successful business partnerships
⏰ (17:50) - Challenges of partnerships and the role of financial management
⏰ (21:26)- Merging two agencies with different philosophies
⏰ (25:09) - Insights from industry experts on partnerships in business
⏰ (31:38) - Partnering with other agencies for shared resources and success
⏰ (41:02) - Transferring wealth between generations
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Whether you're considering entering a partnership, currently in one, or simply interested in the dynamics of business relationships, this episode offers valuable insights and practical advice from seasoned professionals.
Welcome to Episode 70 of The Scratch Agency Podcast! In this episode, we dive deep into the world of insurance sales and business growth strategies with the incredible Patrick Murakami. Join us as we uncover valuable insights and strategies that can help you excel in the insurance industry.
⏱️(0:00) - Introduction
⏱️(1:45) - Leveraging Facebook groups for lead generation
⏱️(9:42) - Asking the right questions to uncover clients' needs and grow your business
⏱️(16:01) - Building brand awareness and providing value to clients through community groups
⏱️(20:31) - Leveraging Facebook groups for business growth
⏱️(23:41) - The importance of authenticity and connection in insurance sales
⏱️(29:12) - Building an insurance agency through social media and Facebook groups
⏱️(34:10) - More on leveraging Facebook groups for business growth
⏱️(39:23) - Growing and monetizing Facebook groups
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📌 Connect with us on social media:
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Whether you're just starting out in the insurance industry or looking to take your business to the next level, this episode is packed with actionable tips and strategies that you can implement right away.
Welcome back to Episode 69 of The Scratch Agency Podcast! In this exciting installment of our Community Call series, we're joined by industry expert Patrick McBride to explore the fascinating world of automation in insurance agencies. Get ready to revolutionize your approach to efficiency and customer experience!
⏰ (0:00) - Introduction to Patrick McBride and the discussion on automation in insurance agencies.
⏰ (1:16) - Exploring technology and automation in the real estate industry for insights.
⏰ (3:43) - Balancing modernization with the personal touch in the insurance experience.
⏰ (7:06) - Maximizing lead velocity through automation in insurance agencies.
⏰ (13:26) - Streamlining lead assignment and automation processes within agencies.
⏰ (16:50) - Setting expectations for lead velocity and maintaining a personal touch in insurance sales.
⏰ (22:57) - Leveraging Zapier and Facebook ads to automate the insurance quote process.
⏰ (26:18) - Unpacking lead generation strategies and automation tactics in insurance agencies.
⏰ (32:01) - Finding the perfect blend of automation and personal touch in sales.
⏰ (42:20) - Prioritizing efficiency and enhancing customer experience through automation in insurance agencies.
⏰ (45:10) - Crafting an effective email marketing strategy tailored for insurance agencies.
⏰ (49:32) - Exploring insurance agency marketing strategies and workflow optimization.
⏰ (52:11) - Email marketing automation techniques and optimizing processes for success.
⏰ 56:53 - Discovering tech solutions tailored specifically for insurance agencies.
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🔥 Don't miss out on this in-depth discussion on automation strategies and tech solutions that can revolutionize your insurance agency! Whether you're a seasoned professional or just starting, there's something valuable for everyone in this episode.
Welcome back to Episode 68 of The Scratch Agency Podcast! In this highly anticipated episode, we sit down with the brilliant Tom Larsen to dive into the world of insurance agency leadership. Get ready for a masterclass in entrepreneurship and community building!
⏰ (0:00) - Introduction
⏰ (1:25) - Transitioning from producer to agency owner without a contract
⏰ (6:42) - Niche marketing and networking for insurance agents
⏰ (11:25)- Running a local landlord group
⏰ (16:23) - Creating a niche business for landlords
⏰ (23:58) - Forming a master agency cluster in New York
⏰ (30:17) - Starting a business group and pizza challenge on Facebook
⏰ (37:24) - Networking and creating a community
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📌 Connect with us on social media:
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🔥 Join us as we unpack Tom's wealth of knowledge and experience in the insurance industry. Whether you're an aspiring entrepreneur or a seasoned professional, this episode is sure to leave you inspired and equipped with practical insights to elevate your agency game.
Welcome to Episode 67 of The Scratch Agency Podcast! In this captivating episode, we delve into the intricate world of business relationships and family dynamics, featuring insightful discussions with industry leaders Mike Crowley and Taylor Garcia.
⏰ (0:00) - Introduction
⏰ (2:01) - Exploring the Insurance Industry with Industry Leaders
⏰ (4:51) - Taking over Family Insurance Agency Leadership
⏰ (7:13) - Family-Owned Insurance Agency Succession Planning
⏰ (13:26) - Career Path Frustrations & Succession Planning Challenges
⏰ (16:18) - Navigating Family Business Dynamics
⏰ (21:37) - Communication & Future Planning in Business & Personal Life
⏰ (24:48) - Effective Communication with Business Owners
⏰ (29:36) - Planning & Overcoming Setbacks in Creative Projects
⏰ (30:57) - Career Growth & Emotional Intelligence
⏰ (32:26) - Leadership & Growth in an Insurance Agency
⏰ (36:01) - Family Business Transitions & Role Modeling
⏰ (38:21) - Growth Strategies for Insurance Agencies
⏰ (41:31)- Family Members in Business Leadership Roles
⏰ (43:03) - Making Tough Decisions for Organizational Betterment
⏰ (45:32) - Leadership & Communication in Family Settings
⏰ (47:52)- Navigating Difficult Conversations in Business
⏰ (52:25) - Leadership & Communication in Business Transitions
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📌 Connect with us on social media:
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Don't miss out on this enriching conversation packed with actionable advice and real-world experiences!
Welcome back to Episode 66 of The Scratch Agency Podcast! In this insightful episode, we sit down with Danny Lawrence to delve into the dynamic world of insurance technology and effective communication strategies within the industry.
⏰ (0:00) - Coffee Fuelled Podcasting
⏰ (1:45) - Rebranding & Team Communication
⏰ (3:09) - Technology for Independent Agents
⏰ (6:17) - Motivations for Startup Involvement
⏰ (8:38) - Building Strong Company Cultures
⏰ (12:13) - Podcasting & Insurance Tech
⏰ (16:17) - Communicating Vendor Value
⏰ (20:10) - Time-Saving Tech Solutions
⏰ (21:33) - Tech for Small Businesses: Indie Tech Focus
⏰ (23:42) - Tech for Insurance Agents at Indy Tech Shows
⏰ (27:33) - Evaluating Tech Purchases
⏰ (30:21)- Agency Operations & Vendor Relationships
⏰ (34:52) - Implementing Agency Tools
⏰ (39:33) - Using Lead Vendors for Home Purchases
⏰ (40:33) - Vendor Follow-Up & Integration
⏰ (42:04) - Agency Growth & Tech Adoption
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Tune in to gain a comprehensive understanding of how technology is reshaping the insurance landscape, and learn practical strategies for leveraging these innovations to drive business success.
Welcome back to The Scratch Agency Podcast! In this episode, we dive deep into the world of insurance agency operations with industry veteran Patrick Murakami. Join us as we explore various facets of the insurance industry, from market shifts to the intersection of automation and leadership.
⏰ (0:00) - Introduction
⏰ (1:34) - Insurance Market Insights
⏰ (5:32) - Industry Experiences and Client Service
⏰ (11:44) - Automation and Leadership
⏰ (16:59) - Automation, Remote Work, and Real Estate
⏰ (21:47) - Meeting Clients Where They Want to Be Met
⏰ (26:10) - Agency Operations and Recruiting
⏰ (30:08) - Entrepreneurship, Mental Health, and Gaming
⏰ (34:31) - Building an Online Community and Self-Fulfillment
⏰ (38:30) - Community Building for Agency Owners
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📌 Connect with us on social media:
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Welcome back to another exciting episode of The Scratch Agency Podcast! In Episode 64, your hosts Shawn and Stephen dive deep into the dynamic world of the scratch agency. Join us for an insightful conversation filled with valuable experiences, strategies, and anecdotes that will inspire and educate entrepreneurs in any industry.🕒 (0:00) - Resilience and Vulnerability in the Scratch Agency World
🕒 (1:42) - Agency Rebranding and Name Selection
🕒 (5:38) - Business Name Creation and Personal Branding
🕒 (10:02) - Community Projects and Brand Recognition for a Business
🕒 (15:21) - Doubling Down on Community Networking
🕒 (21:19) - Hosting Quarterly Dinners to Connect Business Professionals
🕒 (26:43) - Podcasting, Automation, and Community Building
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📌 Connect with us on social media:
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Welcome to Episode 63 of The Scratch Agency Podcast! In this insightful episode, we sit down with Mariano Demarin, a seasoned professional with 22 years of experience in residential lending who transitioned into a thriving career in the insurance industry.⏱️ (0:00) - Introduction and Overview⏱️ (2:06)- Starting a new career in insurance after 22 years in residential lending.⏱️ (5:30) - The Importance of Appointments in the Insurance Industry⏱️ (9:48) - Building a Successful Insurance Business through Strategic Planning and Effective Team Management⏱️ (13:51) - Hiring and Retaining Employees in a Mortgage Company⏱️ (15:53) - Hiring and Leading a Team in the Insurance Industry⏱️ (20:53) - Improving Insurance Sales Conversations and Providing Value to Clients⏱️ (26:00) - Referrals and Networking⏱️ (28:09) - Insurance Sales Strategies and Customer Service⏱️ (31:53) - Building Relationships and Growing a Business in the Hospitality Industry⏱️ (35:55) - Differentiating an Insurance Agency through Responsiveness and Client Care⏱️ (41:44) - The Intersection of the Insurance Industry, Networking, and Personal GrowthEnhance your productivity and reclaim time with OnHandVas, our podcast sponsor – explore their expert VA services now at: onhandvas.com📌 Connect with us on social media: Instagram: thescratchagencypodcast TikTok: thescratchagencypodcast🔗 For more exclusive content, visit our website: scratchagencypodcast.com🚀 Don't miss out on this enlightening conversation filled with practical tips, industry insights, and personal anecdotes. Tune in now and take your understanding of the insurance industry to new heights!
Welcome to Episode 62 of The Scratch Agency Podcast, your go-to source for insights into the ever-evolving world of insurance! In this episode, we sit down with the accomplished Scott Neill, a seasoned professional in the insurance industry, to discuss the journey of growing an insurance agency. Join us for a power-packed conversation filled with valuable lessons, strategies, and personal experiences.
🕒 (0:00) - Introduction.
🕒 (1:14) - Starting an Independent Insurance Agency with Mistakes Learned.
🕒 (8:06) - Starting and Growing an Insurance Agency with a Focus on Tech Stack and Budget Management.
🕒 (13:41) - Insurance Sales Strategies and Technology Use.
🕒 (21:23) - Building a Winning Team and Agency Culture.
🕒 (25:55) - Hiring and Growing a Successful Insurance Agency.
🕒 (31:43) - Buying Into a Company and Personal Growth.
🕒 (39:27) - Entrepreneurship, Agency Growth, and Work-Life Balance.
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🔗 For more exclusive content, visit our website: scratchagencypodcast.com🚀 Don't miss out on this insightful episode filled with practical wisdom and industry know-how. Hit play and join us in learning from Scott Neill's wealth of experience in growing a thriving insurance agency.
Thank you for tuning in!
Welcome back to The Scratch Agency Podcast! In this insightful episode, we sit down with industry expert David Watson to delve into the dynamic world of risk advisory tools and his extensive experiences in the insurance industry. Tune in as we explore key topics and gain valuable insights that can shape the future of insurance agencies.
⏰ (0:00) - Introduction
⏰ (1:27) - Insurance Industry Experience and M&A Activity
⏰ (9:11) - Risk Management Platform for Insurance Agencies
⏰ (13:26) - The Importance of a Centralized Data Management System
⏰ (17:28) - Using Risk Advisor for Agency Growth and Efficiency
⏰ (22:56) - Automating Data Entry for Insurance Leads in Agency Zoom
⏰ (29:21) - Future Plans for a Risk Management Platform
⏰ (34:43) - Risk Management Tools for Insurance Agents
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🚀 Join us on this journey as we unravel the intricate world of risk in the insurance industry and explore the cutting-edge tools that are reshaping the landscape. Whether you're an insurance professional, entrepreneur, or simply curious about the ins and outs of risk management, this episode is packed with valuable insights you won't want to miss!
Welcome to Episode 60 of The Scratch Agency Podcast! where insightful discussions meet the world of business and entrepreneurship! In this special episode, hosts Shawn and Stephen dive deep into their reflections on 2023 and unveil their exciting plans for 2024. Join us for an engaging conversation filled with valuable insights, industry anecdotes, and strategic planning.
⏰ (0:00) - Introduction: Partnering with Onhand VAs for Scratch Agents
⏰ (4:39) - Agency Growth and Planning with Brett Young
⏰ (10:45) - Delegating Tasks and Focusing on Community Growth
⏰ (16:16) - Business Growth Strategies and Self-Reflection
⏰ (20:22) - Delegating Tasks to Free Up Time for Commercial Insurance Focus.
⏰ (24:03) - Maintaining a Remote Work Culture
⏰ (29:39) - Leadership, Communication, and Culture in a Digital Agency
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🔗 For more exclusive content, visit our website: scratchagencypodcast.com
Don't miss out on this enlightening episode that combines professional wisdom with real-world experiences. Hit play and join us on a journey of reflection, growth, and strategic planning for the exciting year ahead!
Welcome to Episode 61 of The Scratch Agency Podcast, where industry experts and seasoned professionals share their insights on the dynamic world of insurance! In this episode, our special guest, Ryan Englund, brings over 25 years of experience in the insurance industry to the table. Join us for a captivating conversation as we delve into the intricacies of insurance agency management, virtual assistants, and the journey of building and selling an insurance agency.
🕒 (0:00) - Introduction.
🕒 (2:08) - Building and Selling an Insurance Agency Over 25 Years.
🕒 (8:10) - Insurance Sales Strategies and Experiences.
🕒 (12:33) - Modernizing Insurance Agency Work Processes.
🕒 (15:42) - Using Video Conferencing for Client Meetings.
🕒 (17:28) - Selling an Insurance Agency and Using Technology to Streamline Processes.
🕒 (24:27) - Building an Insurance Agency with Family Members.
🕒 (28:17) - Life Insurance Sales Strategies and Cross-Selling.
🕒 (35:12) - Building an Independent Insurance Agency with an Experienced Agent.
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📌 Connect with us on social media
Instagram: @thescratchagencypodcast
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🔗 For more exclusive content, visit our website:scratchagencypodcast.com
Don't miss this insightful episode filled with industry wisdom, practical tips, and the personal journey of a seasoned insurance professional. Hit play and join us for an engaging discussion on insurance agency management and the impact of virtual assistants.
Thank you for tuning in!
Welcome to Episode 58 of The Scratch Agency Podcast! In this insightful episode, we sit down with the dynamic Brett Young to dive deep into the world of annual planning and goal-setting for insurance agencies.
🕒 (0:03) - Kicking off the episode with a focus on annual planning and goal setting for insurance agencies.
🕒 (3:00) - Exploring the intricacies of goal planning and decision-making.
🕒 (5:51) - Whether you run an agency with partners or as a sole principal, Brett shares valuable insights.
🕒 (9:15) - Setting and achieving goals for personal and business growth.
🕒 (17:37) - Brett emphasizes the importance of transparency and accountability in personal and business goal planning.
🕒 (21:56) - A closer look at goal-setting and personal growth.
🕒 (24:47) - Company goals and the significance of planning for the year.
🕒 (28:16) - Prioritizing business goals and effective financial management.
🕒 (35:19) - Balancing business goals with a focus on owner compensation.
🕒 (37:18) - More on prioritizing business goals and managing finances effectively.
🕒 (41:13) - The crucial elements of defining profit margins and leveraging in a business.
🕒 (46:32) - A detailed discussion on calculating the compound growth rate for agency revenue.
🕒 (50:10) - Agency revenue and the essential aspects of lead generation.
🕒 (52:36) - Strategies for agency revenue growth and effective lead generation.
🕒 (55:42) - Insights into hiring agents for real estate business growth.
🕒 (1:01:48) - Navigating agency growth strategies in a challenging insurance market.
🕒 (1:04:54) - Overcoming market challenges while setting goals and growing an insurance agency.
🕒 (1:09:17) - The trifecta of sales velocity, lead generation, and process optimization.
Listen now and gain valuable perspectives on navigating the complexities of the insurance industry while setting and achieving your business goals!
Welcome back to The Scratch Agency Podcast! In this exciting episode, we sit down with the dynamic entrepreneur, Patrick McBride, to delve into the world of starting a scratch insurance agency. Get ready for an insightful conversation that spans from the initial steps of entrepreneurship to commercial insurance strategies and everything in between!
🔍 (0:00) - Introduction
🔍 (2:25) - Entrepreneurship and starting a new business
🔍 (7:54) - Building a team for personal lines insurance
🔍 (10:54) - Hiring for cultural fit and personal fulfillment in a business
🔍 (16:05) - Hiring for sales and account management roles in an agency
🔍 (18:48) - Business growth, hiring, and commercial expansion🔍 (24:24) - Business planning and niche focus in the insurance industry
🔍 (27:29) - Commercial insurance sales and value-added services
🔍 (32:48) - Career transitions and volume in sales
🔍 (35:08) - Commercial insurance sales strategies and challenges
🔍 (40:31) - Personal and commercial insurance with a focus on self-confidence and personal connections
🔍 (43:44) - Using a "chip on the shoulder" for motivation and success
Don't miss out on this engaging conversation that's bound to inspire and educate! Tune in now to gain valuable insights into the world of insurance entrepreneurship.
Welcome back to The Scratch Agency Podcast! In this exciting episode, we sit down with the brilliant entrepreneur Michael Cruz to delve into the world of virtual assistants and the keys to success in starting a virtual assistant company.
🔍 (0:00) - Introduction: Michael Cruz and the journey of starting a virtual assistant company.
🔍 (3:25) - Entrepreneurship, risk-taking, and the broader concept of wealth beyond financial success.
🔍 6:55) - Personal growth, self-awareness, and the pivotal role of virtual assistants.
🔍 (11:16) - Hiring a virtual assistant for an insurance agency: Strategies and benefits.
🔍 (15:57)- Outsourcing tasks to virtual assistants in insurance agencies for efficiency.
🔍 (18:07)- Delegating tasks to non-licensed staff in the insurance industry: Challenges and solutions.
🔍 (20:19) - Using VAs for agency growth and how to avoid common pitfalls.
🔍 (25:47) - Managing virtual assistants for business success: Tips and best practices.
🔍 (28:29) - Hiring virtual employees vs. using virtual assistant companies: Pros and cons.
🔍 (34:09) - Starting a virtual assistant company: Challenges faced and valuable lessons learned.
🔍 (37:03) - Leveraging virtual assistants in an insurance agency for optimal results.
🔍 (43:05) - Delegating tasks and building a team: The blueprint for a successful agency.
🔍 (46:32) - Virtual assistants for digital marketing agencies: Insights and strategies.
Join us as Michael shares his wealth of knowledge and experience, providing invaluable insights into the world of virtual assistants and how they can transform your business. Whether you're an entrepreneur, business owner, or someone curious about the virtual assistant landscape, this episode is a must-listen!
🔗 Connect with Us:
Instagram: instagram.com/thescratchagencypodcast
Website: scratchagencypodcast.com
Welcome to Episode 55 of The Scratch Agency Podcast, where we bring you insightful conversations with industry leaders and thought-provoking discussions on personal development. In this episode, we're honored to host Donald Shampine, a seasoned expert in the insurance industry, to discuss a wide range of topics that impact both professional and personal aspects of life.🕒 (0:00) - Insurance industry trends and personal line account management. 🕒 (2:20) - Personal growth and responsibility.🕒 (5:46) - Mental toughness and pushing past comfort zones.🕒 (11:56) - Embracing failure and learning from mistakes.🕒 (15:20) - The benefits of starting the day with a morning workout.🕒 (18:13) - Forming good habits and self-improvement. 🕒 (24:46) - The impact of daily video content on personal communication.🕒 (27:10) - Work ethic, self-reflection, and success.🕒 (30:09) - Prioritizing time and eliminating distractions for personal growth.🕒 (36:17) - Building habits and self-accountability.🕒 (39:12) - Entrepreneurship, self-improvement, and personal growth.
Welcome back to Episode 54 of The Scratch Agency Podcast! In this insightful episode, we had the privilege of sitting down with the insurance industry expert, Andrew Tuquilar, for a conversation packed with valuable insights.
🕒 (0:00) - Annual agency planning and goal setting for insurance agents.
🕒 (2:35) - Andrew's career path and entrepreneurship in the insurance industry.
🕒 (8:30) - The journey of starting an insurance agency with a supportive spouse.
🕒 (11:20) - Building an insurance agency from scratch with a focus on consistency and confidence.
🕒 (16:18) - Navigating entrepreneurship, market fluctuations, and maintaining a positive mindset.
🕒 (19:07) - Balancing your personal and professional life as an insurance agent.
🕒 (23:30) - Scaling a digital marketing agency with a team.
🕒 (29:21) - Scaling an insurance agency and overcoming challenges.
🕒 (35:30) - Time management strategies and achieving growth in the insurance industry.
Welcome to Episode 53 of The Scratch Agency Podcast! In this insightful conversation, we sit down with the industry expert Matthew Brauer to delve deep into the world of insurance agencies and Agency Management Systems (AMS). With time stamps for your convenience, we cover a variety of topics that are essential for anyone in the insurance business.
🕒 (00:00) - Insurance industry origins and AMS ad strategies
🕒 (03:55) - AMS for scratch agents in the insurance industry
🕒 (08:20) - Choosing the right agency management system
🕒 (12:27) - Choosing the right management system for an insurance agency
🕒 (18:03) - Agency management systems and CRM integration
🕒 (22:37) - CRM and AMS integration for insurance agencies
🕒 (27:15) - Software updates and customer service
🕒 (32:01)- Company culture and service at Hawksoft
🕒 (35:42) - Building a successful digital marketing agency with core values
Welcome to Episode 52 of The Scratch Agency Podcast! In this episode, we sit down with Marissa Painter, a fellow scratch agent, to delve into her journey of starting an insurance agency and leaving behind the corporate world.🕒 0:00 - Starting an insurance agency and leaving corporate life🕒 4:54 - Starting an insurance agency and navigating the hard market🕒 11:10 - Branding, marketing, and consistency in business🕒 15:25 - Brand authenticity and storytelling in the insurance industry.🕒 21:50 - Branding, core values, and team buy-in for a successful insurance agency🕒 27:16 - Building a business with a significant other🕒 31:52 - Communication and roles in a business partnership
Welcome to Episode 51 of The Scratch Agency podcast! In this enlightening conversation, we sit down with the industry expert, Mike Stromsoe, to delve deep into the world of insurance, business, and personal development. (0:00) - Vision planning and goal setting in the insurance industry.(5:09) - Starting and growing an insurance agency.(10:26) - Marketing strategies for insurance agents.(16:26) - Hiring and scaling a scratch insurance agency.(21:24) - Scaling a real estate business through leadership and systems.(25:45) - Planning, goal-setting, and time management for business success.(30:47) - Leadership, motivation, and process development.(35:18) - Planning and setting goals for a successful insurance agency.(40:23) - Personal and professional growth with a motivational speaker.
Welcome to Episode 50 of The Scratch Agency Podcast! In this milestone episode, we're thrilled to bring back a repeat guest, Taylor Garcia, to delve deep into insurance and leadership.
🕒 (0:00) - Introduction to Taylor Garcia and the Insurance Industry
🕒 (4:11) - Modernizing a 90-year-old Insurance Agency
🕒 (9:11) - Implementing New Processes and Tools for Efficiency
🕒 (14:15) - Earning Leadership Roles through Hard Work and Listening
🕒 (19:13) - Leadership Qualities and Effective Communication
🕒 (22:56) - Leadership, Handling Tough Conversations, and Niche Marketing
🕒 (29:37) - Niche Downsizing in Insurance for Scalability and Profitability
🕒 (35:30) - Creating Engaging Video Content in the Insurance Industry
🕒 (41:21) - Impact of "The Energy Bus"
Whether you're an industry professional or looking to level up your leadership game, this episode has something for everyone!
In this episode, we sit down with Kenny J, an insurance industry guru, to unpack the secrets of his remarkable career journey. Join us as we explore every facet of the insurance world, from carving out your niche to launching your agency with minimal experience. 🕒 0:00 - Insurance Career Path & Niche Development🕒 2:32 - Starting an Insurance Agency with Little Experience🕒 5:28 - Building a Personal Brand in the Insurance Industry🕒 10:54 - The Impact of Networking Events on Business Growth🕒 13:43 - Networking Strategies and Overcoming Discomfort🕒 16:27 - Navigating Networking, Social Media, and Personal Branding in Insurance🕒 21:32 - Insurance Marketing and Effective Team Management🕒 25:09 - Outsourcing Social Media Marketing to a Virtual Assistant🕒 28:06 - Remote Work Processes and Procedures in the Insurance Industry🕒 35:08 - Achieving YouTube Success and Maintaining Consistency🕒 38:59 - Entrepreneurship, Networking, and Personal GrowthKenny J shares his invaluable insights on thriving in the insurance world, offering actionable advice on marketing, team management, and networking. Whether you're a seasoned insurance pro or just starting, this episode is packed with wisdom to elevate your career.Join us in this engaging conversation and gain a deeper understanding of insurance industry dynamics. Kenny J's journey and expertise will inspire and empower you to excel in insurance.
Welcome to a new episode of The Scratch Agency Podcast! In this episode, we dive deep into agency automation and entrepreneurship with our special guest, Austin Moorhead, founder of Lava Automation. Get ready to be inspired as we explore Austin's journey to entrepreneurship and how automation has transformed his agency's success. Here are the key highlights:
00:00 - Introduction
01:46 - Agency Automation and Goal Alignment
07:49 - Streamlining Insurance Agency Workflows
10:36 - Automating Insurance Lead Processing
16:38 - Automation in Sales Funnels and CRMs
19:28 - CRM Implementation and Automation
25:36 - Automating Outbound Communication
27:58 - Buying Insurance Leads for Growth
34:16 - Automating Service Requests
Join us for an insightful conversation on automation strategies that can take your agency to the next level. Whether you're in the insurance industry or an aspiring entrepreneur, this episode has something valuable for you. Tune in now!
Remember to subscribe to The Scratch Agency Podcast for more episodes packed with expert insights and actionable tips.
Welcome to the latest episode of the Scratch Agency Podcast! Here are the critical moments from this episode:
🕒 0:00 - Start of Podcast
🕒 2:01 - The Toughest Thing About Having Kids
🕒 8:32 - The New Office Space
🕒 13:00 - Processes and Procedures Are Priceless
🕒 15:44 - Moving to a New Location
🕒 19:55 - Finalizing the Agency's Core Values
Join us in this engaging conversation, and remember to check out the Scratch Agency Podcast community on Telegram for more insightful discussions and networking opportunities.
If you enjoyed this episode, please like, share, and subscribe to our podcast for valuable insights and discussions. Stay tuned for future episodes that will empower you on your journey as a Scratch Agent!
New Episode Alert: The Scratch Agency Podcast featuring Abe Gibson from Cover Your SaaS!
Welcome back to another exciting episode of the Scratch Agency Podcast! In this episode, we sit down with Abe Gibson from Cover Your SaaS for an in-depth conversation about his journey in the insurance industry and his expertise in the world of cyber insurance. Join us as we dive into the fascinating insurance and cyber security world.
🕒 Timestamps:
(0:00) - Welcome to the Show
(2:16) - How Abe got into the insurance industry
(4:54) - Early days of Cover Your SaaS and the move to a wholesale agency
(8:40) - Educating yourself on cyber security
(11:18) - What to look for in a cyber policy
(6:26) - The challenge of marketing and sales
(19:42) - Maximizing your time effectively
(25:07) - Do your homework on your cyber strategy
(27:29) - Exploring the wholesale division of the company
(33:50) - Letting the client know who you work with
(37:03) - The role of a trusted insurance advisor
In this episode, Abe shares his insights into the insurance industry, his passion for cyber insurance, and the importance of being a trusted insurance advisor in today's digital age. Whether you're an insurance professional or simply interested in the insurance world, this episode has something for everyone.
Remember to visit our new website, scratchagencypodcast.com, designed to be a valuable resource for the Scratch Agency community.
So, please sit back, relax, and join us for another informative episode of the Scratch Agency Podcast. Hit that subscribe button and turn on notifications so you never miss an episode. We can't wait for you to join the conversation!
🔗 Connect with us:
- Website: scratchagencypodcast.com
- Join our telegram community at: https://t.me/+kIvSEBSpmBQ2OTEx
- Our new website at: https://scratchagencypodcast.com/
New Podcast Episode #44: Brick by Brick with Derick LaTorre.
Welcome back to another exciting episode of The Scratch Agency Podcast! In this episode, we sit down with a seasoned expert, Derick LaTorre, to dive deep into his journey, insights, and experiences in insurance and entrepreneurship.
🕒 Timestamps:
(00:02) - Start of Podcast
(02:10) - How did you get into insurance? Derick shares his inspiring journey.
(07:36) - Doing the Right Things: Discover the key success principles.
(12:00) - What makes a good partnership work? Insights that could transform your business.
(14:45) - Have Clear Roles and Responsibilities: The secret to a thriving team.
(20:03) - The Journey of Starting the Agency: Learn from Derick's valuable experiences.
(25:10) - The Importance of Benchmarking: Elevate your business with this crucial practice.
(28:49) - Happiness is More Important: Insights beyond the bottom line.
(35:01) - Hiring a Producer vs. Service Staff: The game-changer in business growth.
(40:23) - Derick's Acquisitions and More: Discover his impressive business portfolio.
Join us in this captivating conversation as Derick LaTorre shares his expertise, success stories, and invaluable lessons for aspiring entrepreneurs, business owners, and insurance enthusiasts alike.
Don't forget to like, share, and subscribe to The Scratch Agency Podcast for more insightful conversations with industry leaders. Stay tuned for more exciting episodes coming your way!
Episode 43 of The Scratch Agency Podcast featuring Cameron Pechia is here! Join us as we dive deep into insurance agency success and niche specialization.Timestamps: (0:00) - What it takes to be a successful insurance agent 🏆(3:16) - How he started his niche agency 🚀(6:28) - The value of a niche 💼(11:14) - How to find your niche 🎯(13:38) - How to get involved on social media 📱(16:36) - How to reach 100% of your market 🌐(22:08) - Ways to connect with your audience 🤝(25:29) - The niche podcast 📈(28:49) - Steps and methods for cold-call appointment setting ☎️(35:27) - The value proposition 💡(38:48) - The importance of reading contracts and policies 📜(42:05) - We wrap up 🎉Tune in to gain a competitive edge in the insurance industry and take your agency to new heights. Like, subscribe, and share with fellow insurance professionals.
New Podcast Episode: Featuring Troy Thompson! Welcome to another exciting episode of the Scratch Agency Podcast! In this episode, we have the privilege of hosting the incredible Troy Thompson.
Episode Highlights:
(0:00) - Introduction
(2:35) - Getting Started in the Insurance World
(8:33) - Taking the Leap: Door-Knocking Strategies
(11:05) - Succession and Modernization
(16:04) - Nurturing a Culture of Success
(19:40) - Building on Core Values
(25:50) - Challenges and Strategies: Door-Knocking Beyond Borders
(29:02) - Virtual Assistants in the Insurance World
(34:23) - Navigating Challenges as an Agency Owner
(37:34) - The Power of Virtual Assistance
Join us for this riveting episode as Troy Thompson shares his unparalleled experience, strategies, and valuable lessons learned during his remarkable journey in the insurance industry. Don't miss out on learning from one of the industry's finest!
🎉 Welcome back to the Scratch Agency Podcast! 🎉
In this riveting episode, we're joined again by Brett Young, the CEO of Erb & Young. Join hosts Shawn and Stephen as they dive deep into the essence of agency growth, personal evolution, and the pursuit of dreams.
Episode Highlights:
1. What's Your End Goal? (1:36)
2. Defining the Why (4:04)
3. The Meaning of Your Journey (10:27)
4. Pivotal Moments of Transformation (14:00)
5. From Man to Man (17:34)
6. Being a Pessimist and the Light (22:34)
7. Identity and Loneliness (29:53)
8. Joining a Mastermind Group (34:28)
9. Mind, Body, and Success (37:37)
To stay connected with Brett Young and follow his journey, catch him on Instagram, email him, or connect via LinkedIn. 🎧 Tune in now to gain insights into defining your journey and achieving your dreams!
Welcome to a brand-new episode of The Scratch Agency Podcast! In this enlightening conversation, we sit down with the renowned Flood Guru, Chris Greene, to unravel the intricacies of the flood insurance industry 🌊
- Start of the show. 0:01
- How did you get into the flood insurance industry? 2:16
- The importance of having a referral partner. 8:07
- Being more consistent with your blogging. 10:32
- National flood insurance vs. private flood insurance. 16:16
- Differences between private and public flood insurance. 19:23
- Biggest mistakes that agents make when buying flood insurance. 24:36
- What can you do to help lower your premiums? 28:10
- Questions to ask your customers. 33:38
- Biggest mistake. 36:29
- Building the process and selling the product. 40:44
- How to remove friction for the team and customer. 43:45
Take advantage of this opportunity to expand your flood insurance knowledge and gain exclusive insights from Chris Greene, the Flood Guru.
Welcome to Episode 39 of The Scratch Agency Podcast! Join hosts Stephen Turnbull and Shawn Fitzgerald as they welcome financial expert Colby Allen with Agency-Focus, to the Scratch Agency Podcast.
Discover valuable insights on hiring, best practices, budgeting, and more! Subscribe now and tune in to the Scratch Agency Podcast for industry knowledge and success strategies.
- Start of the podcast. 0:00
- How did you get into the insurance industry? 2:05
- The goal of hiring is specialization of labor. 8:36
- Best practices. 11:25
- Comparing yourself to others. 17:17
- Best practices for valuing a company. 20:14
- The threshold for success. 26:35
- Focusing on what you need help with. 29:03
- Hiring the right person. 34:21
- Why hiring remotely is necessary? 36:52
- The power of knowing where you want to go. 42:40
In this exciting episode, we sit down with Mike Sharp of Sharp Insurance Agency.
1:53 - Discover Mike's transition from life insurance to property and casualty insurance. 4:16 - Learn how Mike kick-started his property and casualty insurance career and the strategies to secure appointments without NCP. 14:27 - Learn the importance of mentorship in the insurance industry 17:25 - Mike's first hire journey - the challenges and rewards of bringing in the right person early on. 20:32 - Discover the mental battles of the first year in business without experience and how Mike triumphed. 23:16 - Dive into the power of Facebook as a tool to grow your social network and engage with potential clients. 29:05 - Hear about the pivotal moment when Mike knew he was on the right path 32:19 - Explore Mike's journey to achieve his ambitious goal of reaching $100,000 in monthly premiums. 35:30 - The importance of hiring real people and selling insurance daily to scale your agency successfully. 38:47 - Leadership challenges and the significance of treating clients and team members respectfully and caring.
The Scratch Agency Podcast Episode 37!
Join us for an exciting new podcast episode featuring Ryan Reynolds, the leader of Grimes Insurance Agency. Discover his journey to success and valuable insights on standing out as a buyer. Get an exclusive update on the current state of the business. Tune in now!
Time Stamps - Introducing Ryan Reynolds. 0:00 - How did you become a leader of Grimes Insurance. 3:03 - How to differentiate yourself from the other potential buyers. 10:25 - The best and worst mistakes he’s made in his career. 15:18 - Part of buying a business is to have it appraised. 21:38 - The first significant changes he made at the agency. 24:25 - Tech stack. 30:05 - What is the business like now? 39:31
The Scratch Agency Podcast Episode 36!
Don shares his experiences and valuable insights throughout the episode, shedding light on the realities of starting an agency from scratch and the importance of continuous learning in the ever-changing insurance industry.
Discover the challenges he faced, the lessons he learned, and the mindset required to navigate the extreme peaks and valleys of building a scratch agency.
Whether you're an aspiring entrepreneur, a seasoned insurance professional, or simply curious about the industry, this episode is packed with practical advice, inspiring stories, and expert knowledge.
- Introduction to today’s show 0:00
- Working for a more prominent agency gave me false confidence about my understanding of the industry 2:19
- When starting a scratch agency, a wealth of information and support is available to you. 3:55
- Checking your ego at the door and being curious. 7:33
- Why it’s so critical to be a student of the industry and engage in a meaningful way with other people in a peer-to-peer manner 14:42
- You must have the grit and the discipline to go through the extreme peaks and valleys of success. 17:32
- The importance of building a strong culture in your business. 20:43
- What would be a good idea for you to start? 26:12
- Gather as much information as possible about the industry as possible. 29:16
- What is a restaurant and bar insurance program? 32:35
- What does education do for your business? 39:30
- Don’t be afraid to be uncomfortable. 42:02
- The one thing I would have done differently. 44:53
The Scratch Agency Podcast Episode 35!
In this episode, join Shawn and Stephen as they dive into various aspects of being a scratch agent, including work-life balance, remote work, and insightful industry experiences.
Time Stamps
-
Introduction (0:00)
-
Exploring the experiences of being a Scratch Agent (1:59)
-
Understanding that work-life balance varies for each agent (7:31)
-
The importance of being a trusted advisor (15:24)
-
Updates on T5's interesting opportunities (18:35)
-
Challenges and solutions in managing workload for virtual assistants (21:10)
-
The value of creating a video library for insurance professionals (23:37)
Connect with your hosts here.
- Stephen Turnbull: https://www.linkedin.com/in/stephen-turnbull-930295109/
- Shawn Fitzgerald: https://www.linkedin.com/in/shawnpfitzgerald/
The Scratch Agency Podcast Episode 34!
In this exciting episode, we had the privilege of sitting down with Kristen H. Martin, President and COO of Utica Mutual Insurance Company. Join us as we dive deep into the insurance world, exploring the value of a strong carrier partnership, gaining insights into the current market landscape, uncovering the qualities that set top insurance agents apart, and much more.
The Scratch Agency Podcast Episode 33!
Get inspired by Tamron Manning as he shares his story of building an insurance agency from the ground up. We discuss our first hires, team building, carrier access, etc. Join us for this exciting journey and learn everything you need to know to get your insurance agency off the ground!
Connect with your hosts here. Stephen Turnbull: https://www.linkedin.com/in/stephen-turnbull-930295109/ Shawn Fitzgerald: https://www.linkedin.com/in/shawnpfitzgerald/
thescratchagencypodcast #insurance
The Scratch Agency Podcast Episode 32!
Take an inside look into the fantastic agency culture of Erb and Young with Brett Young. In this episode, find out what it takes to build a lasting culture of success! Get a firsthand perspective on how this successful insurance company has developed its culture over the years, and learn how to create an exciting and engaging environment for yourself or your team.
Connect with your hosts here - Stephen Turnbull: https://www.linkedin.com/in/stephen-turnbull-930295109/ - Shawn Fitzgerald: https://www.linkedin.com/in/shawnpfitzgerald/
thescratchagencypodcast #insurance
Stephen and Shawn discuss how operating an insurance agency is HARD in this episode. During the show, they both open up about the challenges of running an agency and navigating the hard market. We also discuss the highs and lows of owning a business and how to stay afloat despite the hardships.
Tune in now and learn how to conquer those tough times!
Connect with your hosts here Stephen Turnbull: https://www.linkedin.com/in/stephen-tunbull Shawn Fitzgerald: https://www.linkedin.com/in/shawnpfitzgerald
thescratchagencypodcast #insurance
The Scratch Agency Podcast Episode 30. In this episode Shawn Fitzgerald and Stephen Turnbull are joined by Cayla Carrillo and Roe Polczynski with Agency CFO by RD Advisory Group.
In this episode, Cayla and Roe dive deep into the key metrics that insurance agencies should pay attention to. Learn what you need to know to stay on top of your business performance and ensure your agency is successful. Tune in now for invaluable insights on managing your insurance agency!
Connect with your hosts here
Stephen Turnbull: https://www.linkedin.com/in/stephen-turnbull-930295109/
Shawn Fitzgerald: https://www.linkedin.com/in/shawnpfitzgerald/
thescratchagencypodcast #insurance
The Scratch Agency Podcast Episode 29. In this episode, Shawn Fitzgerald and Stephen Turnbull are joined by Emmanuel Osuyah from Alpha Direct Agency! Starting your insurance agency from the ground up can be daunting, but there are ways to set yourself up for a successful venture. This video covers several essential elements of building an insurance agency, including defining and maintaining a solid company culture, incentivizing employees, what it takes to keep an organization going during hard times, and tips on becoming a successful insurance agent.
Connect with your hosts here.
- Stephen Turnbull: https://www.linkedin.com/in/stephen-turnbull
- Shawn Fitzgerald: https://www.linkedin.com/in/shawnpfitzgerald
thescratchagencypodcast #insurance
Learn how Jeremy Powers, an experienced insurance agency leader, shapes a thriving workplace culture. Discover his unique approach to leadership and how it creates positive employee engagement that results in remarkable outcomes for the organization. Get inspired by Jeremy's success story and learn the secrets to building a successful corporate culture!Connect with your hosts hereStephen Turnbull: https://www.linkedin.com/in/stephen-turnbullShawn Fitzgerald: https://www.linkedin.com/in/shawnpfitzgerald
thescratchagencypodcast #insurance
The Scratch Agency Podcast Episode 27. In this episode, Shawn Fitzgerald and Stephen Turnbull are joined by Ryan Hanley from Rogue Risk! In this episode, we're talking about building Rogue Risk from scratch and much more. Time Stamps0:00:00 - Intro0:02:27 - Why a Scracth Agency0:06:42 - What a Human-Optimized Agency Looks Like0:09:05 - The Certificate Process with Rogue Risk0:12:02 - First Moment of Rogue Risk0:20:33 - Turning Point for Rogue Risk0:46:25 - If You Had to Start From Zero What Would You Do Different#thescratchagencypodcast #insurance
The Scratch Agency Podcast Episode 26. In this episode, Shawn Fitzgerald and Stephen Turnbull are joined by Elliot Basset of Ellerbrock-Norris. In this episode, we're talking about Elliot's journey into the business, building a team with purpose, and much more. Get ready for some amazing insights and join the conversation now.Make sure to hit the subscribe button and let us know your thoughts in the comments! #thescratchagencypodcast #insurance
The Scratch Agency Podcast Episode 25. In this episode, Shawn Fitzgerald and Stephen Turnbull are joined by David Watson of Risk Advisor. In this episode, we're talking about setting client expectations, how to gather prospects' information, leading with an umbrella, and much more!#thescratchagencypodcast #insurance
The Scratch Agency Podcast Episode 24. In this episode, Shawn Fitzgerald and Stephen Turnbull are joined by Michael Cruz from Foresight Insurance!
In this episode, we're talking about the hunter mentality, building a scratch agency, and much more.
Get ready for some amazing insights and join the conversation now!
Timestamps
0:00:00 - Intro
0:03:41 - Rejection, Prospecting, and Starting an Agency
0:09:27 - Building Relationships and Expanding a Business
0:14:48 - Delegating Tasks and Growing a Business
0:18:15 - Building an Intranet and Documenting Processes
0:22:44 - Building Referral Partnerships
0:34:48 - Pre-Qualifying Clients to Increase Efficiency and Quality
0:41:29 – If you had to start over
thescratchagencypodcast #insurance
The Scratch Agency Podcast Episode 23. In this episode, Shawn Fitzgerald and Stephen Turnbull are joined by Josh Dott.In this episode, we're talking about building a scratch agency and much more. Get ready for some amazing insights and join the conversation now.Make sure to hit the subscribe button and let us know your thoughts in the comments!#thescratchagencypodcast #insurance
The Scratch Agency Podcast Episode 22.
In this episode, Shawn Fitzgerald and Stephen Turnbull are joined by Maverick Pitchford with Bison Ridge Insurance.
In this episode, we're talking about building a scratch agency and much more.
Get ready for some amazing insights and join the conversation now.
Make sure to hit the subscribe button and let us know your thoughts in the comments!
thescratchagencypodcast #insurance #thescratchagencypod
The Scratch Agency Podcast Episode 21. In this episode, Shawn Fitzgerald and Stephen Turnbull are joined by Ashley Paolozzi (Title & NMLS#: Loan Officer | NMLS#556632).In this episode, we're talking about building trust with mortgage lenders, prospecting for lender referral partners, and much more. Get ready for some amazing insights and join the conversation now.Make sure to hit the subscribe button and let us know your thoughts in the comments! #thescratchagencypodcast #insurance #mortgage
The Scratch Agency Podcast Episode 20. In this episode, Shawn Fitzgerald and Stephen Turnbull are joined by Michael Richardson.In this episode, we're talking about the customer experience and much more. Get ready for some amazing insights and join the conversation now.Make sure to hit the subscribe button and let us know your thoughts in the comments! #thescratchagencypodcast #insurance
This week Shawn and Stephen talk about their recent trip to NYC and much more.
Make sure to follow @thescratchagencypodcast on Instagram.
Contact your host below!
Stephen Turnbull - stephen@t5insurance.com
Shawn Fitzgerald - sfitz@lafadvisers.com
insurance #scratchagency
This week we welcome James Jenkins, Owner & Founder of Risk Well!
- As a prior Farmers agent, James talks about how it is now a few years removed from the captive side.
- James talks about looking at his tech stack, and how he determines what to use for his agency.
- James talks about when he started his agency, it was a different name. He shares his why behind the rebrand of Risk Well.
- James dives into the first days of Risk Well and the challenges they faced on day one.
- James touches on “capturing the mistake”. How his team always stops to review the mistake, listen to their own calls and constantly learn.
- James talks about finding your ideal prospect, and simply duplicating that client by asking for the introduction to other “dream clients”.
- James talks about how he recently sold his personal lines book to hyper focus on real estate investors and commercial accounts.
- James wraps up by talking about the filiters he uses in his agency. Terminate, automate and delegate.
This week on The SAP, Stephen & Shawn welcome Chris Langille, Founder of Advisor Evolved!
- Chris touches on the early days of Advisor Evolved.
- How he was growing it while working in insurance as well and how those processes correlate with starting a scratch agency.
- Chris touches on important factors when looking at building and maintaining your website for your agency.
- Chris touches on the importance of keeping your client on your website before, during, and after the sale.
Learn more at https://advisorevolved.com/
Reach out to Stephen at stephen@t5insurance.com or Shawn at sfitz@lafadvisers.com
This week Stephan and Shawn dive deep into the story behind The Bunker with the one and only Ciara Gravier.
- Ciara talks about her history in insurance and how The Bunker is her 3rd Scratch Agency!
- Ciara talks about the thought behind “ The Bunker” and how she came up with the brand.
- Ciara talks about her commercial experience, referral partners, and how to provide value.
Subscribe now and join the conversation!
podcast #thescratchagencypodcast
Hey everyone! In this video, we’re excited to announce our latest episode of The Scratch Agency Podcast. In this episode, we're talking about building a scratch agency, the recent snowstorm in Buffalo, and much more with special guest Doug Benz of New Buffalo Insurance. Get ready for some amazing insights and join the conversation now. Make sure to hit the subscribe button and let us know your thoughts in the comments! #thescratchagencypodcast #insurance #douglasbenz
This week Stephen & Shawn bring on Brad Boldt President of Ameriguard Insurance Agency!
- Brad starts by sharing his journey as a captive agent, and what brought him to the Independent agency channel.
- Brad talks about the challenges of taking over ownership of an older agency.
- Brad touches on IAOA and what getting together with his peers has done for his business.
- Brad talks about the ability to build his team into a great group which allows him to work from anywhere, and how he has removed himself from a producing agent to an owner.
Make sure to follow @thescratchagencypodcast on Instagram.
Contact your host below!
Stephen Turnbull - stephen@t5insurance.com
Shawn Fitzgerald - sfitz@lafadvisers.com
insurance #scratchagency
This week Stephen & Shawn talk shop and update you on what is going on within their scratch agencies.\
- Stephen & Shawn talk about time blocking, and what has helped them in the day-to-day as a scratch agency owner.
- Shawn talks about bringing on his first producer and what it has taught him so far.
- Stephen & Shawn talk about enjoying the journey and taking it one step at a time.
- Stephen & Shawn talk about their marketing plans.
Make sure to follow @thescratchagencypodcast on Instagram.
Contact us below!
- Stephen Turnbull - stephen@t5insurance.com
- Shawn Fitzgerald - sfitz@lafadvisers.com
Today we have a special treat for you! Daniel Seong President & Founder of Great Park Insurance joins the show!
- Daniel talks about the financial struggles he experienced at the beginning of his career, before insurance.
- Daniel talks about his experience in the mortgage business and how he started his career in insurance.
- Daniel talks about the process of stepping away from quoting and binding and how it has helped improve his business.
- Daniel wraps up by telling us how they have 700+ Yelp reviews & 500+ Google views and their hyper-focus on BRAND.
You can follow Daniel Seong on:
- TikTok: @seonglife
- Instagram: https://www.instagram.com/greatpark_insurance/
- Agency website: https://greatparkinsurance.com/
- Facebook: https://www.facebook.com/daniel.seong
Today we are excited to welcome Dr. Billy Williams from Inspire A Nation Business Mentoring and Inspire a Nation Insurance Agency to the show!
- Billy shares some exciting news that he and his three children started their own scratch agency in 2023.
- Billy shares how to identify specific types of clients and how to serve them.
- Billy talks about where every scratch agent needs to start.
- Billy shares the process and foundation he and his family are working on now to build his scratch agency in 2023.
You can follow Billy on:
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https://www.inspireanation.org
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https://www.linkedin.com/in/billyrwilliams/
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https://www.instagram.com/drbillyrwilliams/?next=%2F
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https://www.youtube.com/@drbillyrwms
In this episode, Brian Bixby joins the SAP! Brian is the President of IAAC at Big I NY.
- Brian talks about his experiences in the insurance industry and how he ended up being at the BIG I for 20 + years.
- We talk about the important things to look for in your E&O policy.
- What happens if you don't have E&O or have some gaps in coverage.
- What happens if you do have an E&O claim?
Make sure to follow @scratchagencypodcast on Instagram
Contact your host below!
Stephen Turnbull - stephen@t5insurance.com
Shawn Fitzgerald - sfitz@lafadvisers.com
In this episode, Luis Gazitua, Partner at JAG Insurance Group (a HUB company) joins the podcast! Luis talks about building his book in the early days, how you need to focus on the long game, and why culture and people are #1 at JAG Insurance.
Make sure to follow @scratchagencypodcast on Instagram.
Contact your host below!
- Stephen Turnbull - stephen@t5insurance.com
- Shawn Fitzgerald - sfitz@lafadvisers.com
In this episode, Stephen & Shawn talk about their journey of getting carrier appointments.
Shawn talks about the relationships he had, doing his homework before taking the jump, and how he communicates with the carriers to show his value add.
Stephen shares a similar story of having carrier relationships and finding a level of support from them before he went scratch. Stephen also talks about a local aggregator he also joined and why he decided to go that route.
Contact your host below!
- Stephen Turnbull - stephen@t5insurance.com
- Shawn Fitzgerald - sfitz@lafadvisers.com
Today Nate Jones from Wexford Insurance (located in Indianapolis, Indiana) joins us on the show!
Nate talks about his previous journey in insurance, working corporate and why he and his wife decided to start a scratch insurance agency. We also discussed Nate's obsession with cold calling, how to get started, and some of the things he took from his time working at a top 100 agency.
Make sure to follow @thescratchagencypodcast on Instagram
Contact your host below!
Stephen Turnbull - stephen@t5insurance.com
Shawn Fitzgerald - sfitz@lafadvisers.com
Jessica Fukuchi, President of PCRG Insurance joins the show.
Jessica talks to us about her niche in high-net-worth clients, what referral partners she targets to get in front of high-net-worth clients, and the pitch she makes to gain their trust.
Jessica also talks about how she successfully runs a 100% remote agency, and tips for managing a team this way.
Make sure to follow @scratchagencypodcast on Instagram
Contact your host below!
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Stephen Turnbull - stephen@t5insurance.com
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Shawn Fitzgerald - sfitz@lafadvisers.com
Stephen & Shawn welcome Taylor Garcia, VP of Jackson & Jackson Insurance onto the show.
- Taylor talks about what it is like to work in a family business and take the leadership role of an existing business.
- Taylor talks about how he got started with video, how he implements video, and stays consistent in his video marketing.
- Taylor touches on his initial fears of being on camera, and what it took for him to get to the level of video production he is at today in his agency.
Make sure to follow @scratchagencypodcast on Instagram
Contact your host below!
Stephen Turnbull - stephen@t5insurance.com
Shawn Fitzgerald - sfitz@lafadvisers.com
In this episode, David Jackson joins the show! Dave is the CEO & Founder of IAOA (Independent Agency Owner Alliance). Dave talks about building FIVE scratch agencies and what it takes to do well in this industry.
Dave talks about IAOA, who can join, their yearly conference, and where that will be in 2023! If you are an agency owner, make sure to join the IAOA group on Facebook.
Make sure to follow @scratchagencypodcast on Instagram.
Contact your host below with any questions!
Stephen Turnbull - stephen@t5insurance.com
Shawn Fitzgerald - sfitz@lafadvisers.com
This week we sat down with Aaron Gordon from Gordon Companies to discuss building a brand within the insurance space, why it's important to be consistent while building your brand, and the small steps to do so.
Make sure to follow @scratchagencypodcast on Instagram
Contact your host below!
Stephen Turnbull - stephen@t5insurance.com
Shawn Fitzgerald - sfitz@lafadvisers.com
In this episode, Mike Crowley owner of Crowley Insurance sits down with Stephen & Shawn to discuss mentorship, why it’s important and how to be coachable.
Make sure to follow @scratchagencypodcast on Instagram!
Contact your host below!
Stephen Turnbull - stephen@t5insurance.com
Shawn Fitzgerald - sfitz@lafadvisers.com
Stephen Turnbull & Shawn Fitzgerald introduce themselves, share their story and explain why they wanted to start this podcast.
Make sure to follow @thescratchagencypodcast on Instagram.
Contact us below!
- Stephen Turnbull - stephen@t5insurance.com
- Shawn Fitzgerald - sfitz@lafadvisers.com