Insurance Agency Trendsetters
Join Charlotte Hicks and George Robertson as they discuss trends in marketing and technology to help insurance agents be more profitable and efficient and deliver a customer experience that attracts and retains their ideal clients.
Podcasting since 2020 • 42 episodes
Insurance Agency Trendsetters
Latest Episodes
Brad Ruben: Cybersecurity, DMARC, and How Agents are Using AI
Brad Ruben of Archway Computers joins us to talk about all things IT for independent agencies:Cybersecurity and unusual requirements in carrier contractsHow DMARC impacts your agency emails and what you must do immediately<...
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43:01
Ron Shroyer: How AI is Helping Insurance Agencies Grow Organically
#041 - Join us for an engaging discussion as Charlotte Hicks and George Robertson chat with Ron Shroyer from Aureus Analytics about the latest developments in their company over the past two years. In this podcast episode, we dive into th...
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33:51
Digipraise: How to Build Customer Loyalty through Jewelry Appraisals
Episode #40Discover how Ali McLaney and Dana Grodin of Digipraise have created an easier, faster, and more affordable way for your customers to update their jewelry appraisals. What is preventing your customers from keeping thei...
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46:01
2023 Outlook: Challenges and Opportunities Facing The Insurance Industry
#039 — George Robertson and Charlotte Hicks look at some of the main challenges facing agents this year and three ways to be successful in 2023. They talk about:ChatGPT by OpenAI and potential benefits for agents
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40:17
Ron Berg: How ACT Helps Agencies Leverage Technology to Build Agency Value
#038 — Ron Berg, retiring director of the Agents Council for Technology (ACT) joins us to discuss how technology impacts customer satisfaction, the critical role of cyber security in agencies, and how insurtechs are helping agents serve their c...
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47:54