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!!
ATO Podcast
#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 balance, making sure to be present in the family. This doesn't mean Maverick doesn't have lofty goals for Bison Ridge. He is putting the work in and seeing results. Maverick is a pillar of the community. He and his wife are heavily involved in the local schools and the church. Combining that with a strong social media presence and Maverick has actually been receiving too many leads. A problem most in insurance industry would love to have. Maverick is a great guy with a great story. Enjoy!!
0:00 - 🚪 Switching from captive to independent insurance agency.
1:54 - 🌱 Transitioning from farmers to independent insurance agent.
6:10 - 📈 Growing a digital marketing agency through networking and goal-setting.
10:22 - 🎯 Lead generation and intake process for an insurance agency.
14:59 - 👥 Adding virtual assistants for growth and learning.
18:15 - 🤖 Training and onboarding new virtual assistants.
23:30 - 📈 Agency growth, retention, and automation.
27:09 - ⚙️ Automation, follow-up, and work-life balance in insurance sales.
30:55 - ⚖️ Work-life balance and self-doubt in insurance agency ownership.
34:54 - ⏰ Business growth and time management for agency owners.
40:27 - 🌟 Lead generation and business growth in the insurance industry.
