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.
Episodes
42 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
Jes Lipson: The Lost Art of Keeping in Touch
#037 — Jes Lipson, CEO of Levitate joins us to talk about the lost art of keeping in touch and how doing it the right way can spur higher sales and higher agency value. Just some of what we cover in our discussion:
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48:50
Diane Wagner: Designing the Path from Exclusive Agent to Independent Agent
#036 — Diane Wagner and the First Choice Agents Alliance had a huge task: Help Nationwide agents negotiate the transition from Exclusive Agent to Independent Agent. Hear how the transition has gone, how FCAA is helping agencies thr...
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52:40
Bonus Episode: A Look Back at 2021 and a Look Ahead to 2022
#035 – George and Charlotte look back at highlights from the last year and give their predictions for the industry in 2022.Referenced Podcast Episodes:Chris Paradiso<...
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55:17
Ron Shroyer: Leveraging Data to Add Value to Your Customers and Your Agency
Description:#034 – What you don’t know about your customers can hurt you — and them. In this episode, we talk with Ron Shroyer of Aureus Analytics about how Donna for Agents is helping agents improve their customer experienc...
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44:43
Wunderite: How Making Customers Your Focus Benefits Everyone
#033 – One form. 550 fields. Agents hate it. Customers hate it. But now there’s another way. Discover how Wunderite has transformed the information-gathering process so it’s simple, effective, and customer-friendly. Peter MacDonald ...
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45:32
Aubie Knight: Helping Agencies Thrive in the Insurtech World
#032 – Aubie Knight of IIANC see a “great day of reckoning” coming for insurance agents. Find out how IIANC is helping their agents prepare and succeed as the insurance landscape changes. In today’s podcast, Aubi...
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55:24
Carey Wallace: Are You Leaving Money on the Table?
#031 – Most agency owners spend their entire careers making sales but forgetting to prepare for the one that has the most impact — selling their agency. Find out what you need to do now so you don’t leave money on the table. ...
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43:29
Chris Paradiso: Building a Customer-Centric Agency
#030 – Discover how Chris Paradiso has established a solid, consistent brand that resonates with his ideal customers and has given him consistent, high-quality growth. In today’s podcast, Chris talks about: What a b...
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51:44
Seth Zaremba: Uncovering the Hidden Value in Your Agency
#029 – Data. It’s been in our agencies all along. We just haven’t been able to see it in a way that’s helpful. Seth Zaremba, founder of batomic and creator of neon, isn’t just helping agents with data analytics. He’s changing the wa...
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44:43
Are Your Customers and Prospects Really Hearing What You’re Saying?
#028 – Recently, two 911 calls highlighted a common problem –- we don’t always communicate clearly, even when we’re speaking the same language. We’ll listen to the 911 call and then talk about how it applies to our conversations wi...
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22:57
CNA: A Cyberattack Case Study
#027 – CNA recently experienced a severe and sophisticated rasomware attack. George and Charlotte examine the aspects of the attack and the wide-ranging impacts. Just some of what’s covered in today’s discussion:What hap...
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30:14
Lisa Lounsbury: How the Big I is Supporting Agents through the Pandemic and Beyond
#026 – In today’s episode, George and Charlotte talk with Lisa Lounsbury of the Big I New York about their experience through the pandemic, the new ways they are supporting independent agents, and the upcoming launch of Catalyit. Ju...
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38:14
Chris Lane of Tarmika - Building the Path of Least Resistance
#025 – In today’s episode, George and Charlotte talk with Chris Lane of Tarmika about streamlining the commercial lines quoting process so agents can focus their time on the customer, not carrier applications. Just some of what’s co...
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30:48
Jason Liu of Zywave: Building a Full Stack Insurance Agency Platform
#024 – In today’s episode, George and Charlotte talk with Jason Liu of Zywave about how the tech needs of today’s agencies drove their acquisitions and platform build-out. Just some of what’s covered in today’s discussion:
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27:38
Kat Ternes of Agency Zoom: The Key Component to Hitting Your Goals
#023 – In today’s episode, George and Charlotte talk with Kat Ternes, VP of Revenue at Agency Zoom, about the one step in goal setting most people forget about and how it can make all the difference in the success of your agency. Ju...
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34:39
Recent Happenings in the Insurance Industry (Part 3)
#022 – In today’s episode, George and Charlotte discuss the recent SolarWinds hack and other current cyber liability issues. Just some of what’s covered in today’s discussion:Could you have been impacted by the SolarWinds hac...
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20:41
Recent Happenings in the Insurance Industry (Part 2)
#021 – In today’s episode, George and Charlotte discuss online censorship and how agents can mitigate the risk to their agency. What would you do if your Facebook business page was suddenly taken down? Or if your ...
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19:25
Recent Happenings in the Insurance Industry (Part 1)
#020 – In today’s episode, George and Charlotte discuss some of the acquisitions that have happened in the last few weeks and what that means for independent insurance agents. In 2020, agency merger and acquisitions were up a whopp...
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19:38
George Robertson on Data Recovery, Ransomware, and Keeping Your Agency Safe
#019 – In today’s episode, we talk about the impact of sudden data loss, ransomware in the news, and how you can keep your agency’s digital assets protected. Discover what Charlotte did right – and what she did wrong – before her ha...
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33:42
Jeff Arnold: The Tucson Agent Disrupting InsurTech
#018 – Contrary to popular belief that InsurTech is disrupting the insurance industry, Tucson agent Jeff Arnold says we’re actually the ones in control. Find out how he is integrating the best of InsurTech with the unique talents of the indepen...
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25:47