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
#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 help grow her agency. We also discuss her aggressive growth plans for both production growth and agency personnel growth. Tune in to hear about some of the latest AI Tools and processes to scale a young business!
LinkedIn: https://www.linkedin.com/in/elis-umana-a43832a8/
🕰️ 0:01 - 🌱 Insurance Industry Beginnings and Growth
🏢 2:28 - 🚀 Starting an Insurance Agency & Cultivating Unique Culture
📈 7:33 - 📊 Agency Growth, Marketing, & Client Service
🔧 12:23 - 👥 Agency Growth, Processes, & Delegation
💻 17:54 - 🛠️ Tech Stack for Insurance Agency: CRM & AMS Integration
🤖 23:33 - 🗣️ Incorporating ChatGPT in Insurance Agencies
🚀 28:53 - 🧠 Leveraging AI Tools for Sales & Marketing Efficiency
📚 34:39 - 📉 Challenges & Lessons Learned as an Independent Agency Owner
👔 39:09 - 🌟 Agency Growth, Leadership, & Team Management
🌐 44:20 - 💼 Using Online Hiring Platforms for Insurance Agency Staffing
