The Modern Insurance Agent
What happens when a millennial couple dives headfirst into the insurance world, scales a million-dollar remote business, and decides to share their journey with the world? You get The Modern Insurance Agent!
Join David and Elle Denning as they peel back the curtain on the messy, magical, and often hilarious realities of entrepreneurship. From the joys (and challenges) of working together as a couple to running remote teams and traveling the globe, this podcast is your behind-the-scenes look at building a business and a life you love.
The Modern Insurance Agent
Commercial Insurance Is Just the Beginning: How to Build a Business Owners Actually Need
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Commercial insurance shouldn't be the finish line...
It should be the beginning of a much bigger relationshipđź‘€
Too many agencies treat commercial insurance like a one-time transaction.
The best agencies use it as the foundation for becoming a trusted advisor.
🎙️ In this episode of The Modern Insurance Agent Podcast, David sits down with Brian Hartman, co-founder of Pharus Global, to discuss how commercial insurance can become the front door to serving business owners at a much deeper level.
After spending 25 years in commercial banking, Brian built a business that combines commercial insurance, bookkeeping, payroll, commercial lending, and business consulting into one relationship-focused platform.
His philosophy is simple:
Don't just sell a policy.
Become an indispensable business partner.
đź’ˇ Inside this episode:
• Why commercial insurance creates stronger, longer-lasting client relationships
• How one insurance client can become multiple revenue opportunities
• The biggest coverage gaps most business owners don't know they have
• Why regular client touchpoints lead to more referrals and higher retention
• How to build referral partnerships that consistently generate business
• Why treating your agency like an asset changes every business decision
• How to build an agency that's valuable enough to sell one day
• The mindset shift from salesperson to trusted business advisor
⚠️ If you're looking to grow your commercial insurance practice or build deeper, more profitable client relationships...
This episode will change how you think about serving business owners.
Because the biggest opportunity isn't selling another policy.
It's becoming the advisor your clients never want to replace.
Connect with Us:
🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast
Join the Movement of Modern Insurance Agents!
Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀
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