Getting Past the Premium

Peter MacDonald - Tips, Tricks & Tools - Finding Success as an Insurance Risk Advisor

July 13, 2022 Elliot Bassett, Ryan Brott & Peter MacDonald Season 2 Episode 20
Getting Past the Premium
Peter MacDonald - Tips, Tricks & Tools - Finding Success as an Insurance Risk Advisor
Show Notes

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.

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.