
ATO Podcast
My Name is Brad Boldt, Owner of Ameriguard Insurance Agency. My mission on this podcast is to help insurance agencies become bigger, better, stronger business owners. Most of us are insurance agents that evolve into owning a business. Becoming a business owner is often an after thought. By developing as a well rounded business owner earlier, we can avoid some costly mistakes. I'll be interviewing insurance agents, insurance companies and insurance professionals from across the country to help us grow together. We'll be discussing marketing, growth, hiring, acquisitions, challenges, mistakes and wins. Enjoy!!
Episodes
87 episodes
#87 How Can GAIL Help You? with Roberto Salinas & Elis Umana
What entertaining and fun conversation with Roberto Salinas of Lula and Elis Umana founder of Conexion Insurance and Agency Scriptsure. We discussed GAIL, the generative AI Tool by Lula. GAIL is a Voice Powered AI Tool to that can...
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Season 2
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Episode 87
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56:37
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#86 Human Wiring with Jessica Klatt
Jessica Klatt, a human wiring specialist and founder of Be Industries to discuss all the benefits of using the unique Acumax personality assessment tool to help business owners hire, communicate and work more efficiently with their team of peop...
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Season 2
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Episode 86
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35:10

#85 Constantly Evolving with Chris Langille
Chris Langille, founder of Advisor Evolved, is well known within the Independent Insurance space as a premier website provider. Advisor Evolved is more than just a website provider. Chris is a SEO expert, a Digital Marketer an...
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Season 2
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Episode 85
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50:30

#84 Becoming Extraordinary with Brett Young
Brett Young, President and CEO of Erb & Young does many things differently within the insurance business. With a vision from the beginning to scale their insurance business, the 3 partners of Erb & Young thought differently from t...
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Season 2
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Episode 84
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52:57

#83 A Human Touch with Erin & Mike Richardson
An absolute pleasure to meet up with Erin & Mike Richardson, owners of Richardson Insurance located in Hanover, Mass. They do it differently at Richardson Insurance. They are all in with building relationships. Not just wi...
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Season 2
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Episode 83
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38:57

#82 AI with CJ
I had an absolute blast connecting and learning from CJ Hutsenpiller, owner of Hutsenpiller Insurance located in Mount Juliet, Tennessee. CJ always has been tech driven from automating processes, creating bots and now maximizing AI to imp...
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Season 2
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Episode 82
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51:36

#81 Keeping It Going After 98 Years
It was a pleasure to connect with Peter Covill, owner of Humphrey, Covill & Coleman. Peter, aka Peter Scotts, is the most recent owner of this family agency that started in 1926. This is anything but a dated agency. In thi...
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Season 2
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Episode 81
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48:02

Intentional Development with Tamron Manning
Always a pleasure to connect with Tamron Manning with Integrity Insurance out of Lexington, KY. Tam is a Business Owner in the Insurance Industry. He is intentional about growing a business and not just being an insurance agent.&nbs...
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Season 2
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Episode 80
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51:50

#79 Get More Done Using RPA's with Mike Fusco
RPA's aka Robotic Process Automation or as Mike Fusco call is Repetitive Process Automation. In most businesses there are repetitive processes that our team must handle over and over and over again. RPA's help automate this redundan...
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Season 2
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Episode 79
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49:09

#78 A Guide to Acquisition With Colby Allen
Mergers and Acquisitions is one of the hottest topics in the insurance industry. So many agency owners want to acquire another business. In this episode with Colby Allen, we cover all things in the acquisition process. Financi...
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Season 2
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Episode 78
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53:13

#77 CyberFin for Cyber Security with Daniel Metcalf
In this episode, I connect with Daniel Metcalf, co-founder of CyberFin. Cyberfin specializes in Cybersecurity for the insurance industry. This is a solution that many of us in the insurance industry needed. We discuss how the ...
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Season 2
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Episode 77
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43:04

#76 Using All The Tools with Elis Umana
Elis Umana started her insurance business less than two years ago. She is growing and thriving early in her career. Like all of us, she is figuring things out along the way. We discussed the tech and AI that she's using to hel...
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Season 2
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Episode 76
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48:01

#75 Running Into The Storm with Maverick Pitchford
This was a great episode with Maverick Pitchford founder of Bison Ridge Insurance out of Coweta, Ok. Maverick started this insurance agency under 2 years ago. With 3 young kids, Maverick has been intentional about a work life balanc...
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Season 2
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Episode 75
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47:44

#74 Gould Is Gold with Zack Gould
Always great to connect with Zack Gould. This was a very unique podcast because we were able to discuss the entire lifecycle of the G & N insurance business from beginning to the end. Sometimes we see someone or a business that ...
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Season 2
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Episode 74
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1:19:55

#73 Hiring & Training with Vonda Copeland
It was great to connect with Vonda in this episode. Vonda is an operations specialist Vonda has been working on, improving the Operations for over 20 years. In 2023 Vonda hired 17 people. We discussed at length the proce...
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Season 2
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Episode 73
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55:05

#72 The Leader You Were Meant To Be with LTC Oakland McCulloch
It was an honor to sit down with Lieutenant Colonel Oak McCulloch this week. LTC McCulloch had a distinguished Military career. When he retired from the Military he stayed very active in recruiting, teaching, leading in the communit...
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Season 2
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Episode 72
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49:08

#71 The Cyber Insurance Diva with Mercy Komar
Mercy Komar is a treasure!! Mercy has held every position in the insurance industry. She loves it!! She's got all the stories. Mercy was in the industry when there were very few women and frankly during a time when women weren't tre...
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Season 2
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Episode 71
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49:04

#70 Get Prepared with Robert Klinger
It was great to connect with Bob Klinger, founder of Klinger & Associates. He has built a great agency. We deep dive into their niche market of Dry Cleaners. How they started with this market, why they started with this market, ...
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Season 2
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Episode 70
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40:28

#69 Winning With ESOP with Brian Baughman
This episode was all about the Employee Stock Ownership Plan. How to create, what the cost may be, the endless benefits to the company and the employee. Extremely insightful. Brian Baughman is a strong advocate for the ESOP.&n...
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Season 2
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Episode 69
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48:57

#68 The Conrey Difference with Jerry Conrey
Great Episode with Jerry Conrey, Founder of Conrey Insurance Brokers and Risk Managers located in Orange, California. Jerry is a true Risk Manager. As an entrepreneur Jerry has trained and built his agency from a consultative risk m...
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Season 2
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Episode 68
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1:01:38

#67 Build Something Solid with Donald Shampine
Donald Shampine is an Insurance Agency Owner, Public Speaker, Business Coach, Business Consultant and has recently created his passion project of Want Better, Be Better. Don and I had a great conversation about leadership, coaching, creat...
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Season 2
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Episode 67
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47:20

#66 I Can Help You Scale with Meredith Messenger
I am always impressed with Meredith Messenger. This conversation was no different. We had a great discussion about a variety of topics, primarily the benefit of having an operations specialist in your insurance agency. Meredit...
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Season 2
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Episode 66
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47:33

#65 Earning The Agency with Taylor Garcia
Taylor Garcia was living the life of a musician before he was persuaded to join the family insurance business. Just a few years later he was being groomed to take over Jackson & Jackson Insurance Agents & Brokers. This a gr...
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Season 2
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Episode 65
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1:01:38

#64 Automate Your Agency with Mariah Gates
Mariah Gates has a great business owner story. After a very successful career as an insurance agent, Mariah developed a passion for using technology to enhance the agencies customer experience, help prospect new business and improve effic...
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Season 2
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Episode 64
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47:57

#63 Servant Leadership with Tracey Blackwell
This week we connect with the owner & President of T Blackwell Insurance, Tracey Blackwell. Tracey has grown a large insurance agency and team over the course of her insurance career. She's grown each of these by building and f...
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Season 2
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Episode 63
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55:37
